Case Manager

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!

The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. Acting as a liaison between internal teams and external partners, this role demands a high level of urgency, clear communication, and relationship-building to consistently exceed customer expectations. This role's objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs. 

What you will do:

• Build and maintain trust with producers and sales teams.


• Proactively manage cases to completion by securing outstanding requirements.


• Communicate case updates clearly and regularly to stakeholders.


• Handle inbound and outbound communications within service level agreements.


• Collaborate with New Business and Underwriting to prioritize cases.


• Serve as a bridge between producers and home-office teams.


• Order and follow up on underwriting requirements.


• Troubleshoot and resolve issues with pending business.


• Educate partners on New Business platforms (e.g., OneSource Online, DocFast).


• Provide mentorship to Case Manager I team members.

What you will need:

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services
  
  
  
  • High School Diploma required
  
  
  
  


• 3+ years in customer service, ideally with client relationship management


• 2+ years in financial or insurance-related roles (preferred but not required)


• Strong attention to detail and ability to work independently in a fast-paced, high-volume environment.


• Proficient in Microsoft Office products (Word, Excel, Outlook).


• Excellent verbal and written communication skills.


• Ability to collaborate effectively with internal teams and stakeholders.

Salary Band: 02B

#LI-SH1

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.