New Business Support Associate - Employee Benefits

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

This individual is responsible for the initial creation of bills and contracts in our admin systems, and any changes to bills and contracts post-issue. The individual is a technical expert in understanding and creating bills and/or contracts. A strong ability to ask clarifying questions or raise red flags by utilizing knowledge and previous past trends. to help ensure we get it right the first time for the customer. The New Business Associate works closely with Implementation Consultants, Underwriting, and RGO offices which include sales representative and account managers. This person also has the skill to implement small business cases as well as a working knowledge of basic endorsements.

Primary duties may include, but are not limited to:

• Build relationships with internal and external customers by owning our commitments and the outcomes
• Thoroughly review case materials to ensure proper handling and identify any possible issues utilizing critical thinking and green zones for items which can delay implementation for the group.
• Identify state specific requirements and work with compliance to have special language coded and pulled into contract.
• Format and manage employee data in an excel format to build and upload employee records into One America's billing system to ensure correct bills are created for ease of premium payments and claims.
• Scrub census for any missing information which may lead to initial bill errors and communicate needed information to the implementation consultants.
• Effectively communicate any barriers to processing to impacted stakeholders
• Code policyholder coverage plans in system to create contract and build out system interface to help ensure claims can be paid accurately and quickly
• Perform a self-audit of bill and contract to ensure accuracy
• Effectively communicate turnaround times, and act with a sense of urgency on all work items
• Utilize One America workflow systems to make sure current status of the work is reflected.
• Formulate the connection between bills and contracts and how this effects the overall life cycle of a policy.
• Build out of commission arrangement to help ensure accurate and timely payment to
• Ability to peer review New Business I work.
• Proficiency in both contract and bill building as well as a good working knowledge of the SBS process which would enable the associate to assist when needed.
• Mentor NBI associates to help serve as a point of reference/contact as the new associate begins their role.
• Identify any possible process improvements and speak up to team lead and leadership with those ideas.
• Project work/participation as needed

What You Will Need:

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• 2+ years of experience in customer service required.
• Requires self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced customer service environment with high volumes.
• Prefer candidates with experience managing application entry with attention to detail and adhering to regulations.
• Prefer candidates with experience processing and applying premium payments and working with multiple stakeholders.
• High School Diploma required, 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, or Portland, ME. 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.