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OneAmerica Financial · 1 month ago

Operations Associate - Retired Lives Repetitive Payments

Indianapolis, Indiana, United States

Full-time

Hybrid

Entry Level

2+ years exp

OneAmerica Financial is committed to creating certainty for customers and advancing stability and growth through financial solutions. The Operations Associate role provides administrative services to participants receiving reoccurring payments, ensuring efficient processing and customer support to meet service level agreements.

BankingCrowdfundingEducationFinancial Services

H1B Sponsor Likely

Responsibilities

Perform administrative tasks for annuities, pension benefits and lump sum payments for deferred annuity, defined benefit and other retirement plans

Review and respond promptly to requests from participants, beneficiaries, and internal partners

Process tasks related to managing a participant’s records, this includes basic data updates (address, EFT, tax withholding, etc.), drafting correspondence and issuing replacement payments

Set up basic annuities, lump sums, and death benefits

Perform quality reviews and ensure transaction balance in TRECs and process successfully in RLRP

Build relationships with internal partners

Work autonomously within established procedures with limited supervision

Participate in process improvement projects

Designated as a process owner, responsible for identifying updates and maintaining procedures

Qualification

Customer service experienceAdministrative tasksAttention to detailProcess improvementTeam collaboration

Required

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

High School Diploma required, or any combination of education and experience which would provide an equivalent background

Preferred

College degree or work experience in lieu preferred (insurance, operations, call center or financial services)

Forward thinking

Ability to work both independently and within a team

Must have a strong desire to make a difference and make an impact to help our customers when they need us most

Company

OneAmerica Financial

Glassdoor3.6

OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.

Founded in 1877

Indianapolis, Indiana, USA

1001-5000 employees

http://oneamerica.com

H1B Sponsorship

OneAmerica Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2022 (7)