Operations Associate, Retirement Services

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Job Summary

The Operations Associate is responsible for handling/processing disbursements within our Retirements Services business. This role will be complete a high volume of work, which includes processing distributions from retirement plans such as 401(K), 403(B), 457 and IRA.

Primary responsibilities include but are not limited to:

• Disbursement processing.
• Reviews and responds to requests promptly and accurately.
• Interacts indirectly with participants, brokers and directly with internal customers regarding inquiries and requests via telephone, email and/or written correspondence.
• Identifies process and quality improvement efforts, issue resolutions, and training needs.
• Participates in projects.
• Performs additional responsibilities as assigned.

Requirements:

• College degree or 2-3 years insurance, operations, call center, or financial services experience preferred.
• Demonstrates effective analytical skills and thinking.
• Developed Knowledge and skills through training and work experience.
• Works within established procedures with limited supervision.
• Identifies issues in straightforward situations. Utilizes standard procedures to make appropriate decisions.
• Or any combination of education and experience which would provide an equivalent background.

Salary Band: 02B

This selected candidate will be expected to work Hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.