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OneAmerica Financial · 2 days ago

Customer Engagement Specialist

Indianapolis, IN

Full-time

Hybrid

Entry Level

1+ years exp

OneAmerica Financial is dedicated to creating certainty for their customers and delivering financial strength. The Customer Engagement Specialist will support the Individual Life Financial Services business by providing exceptional customer service and ensuring client needs are met through effective communication and problem-solving.

BankingCrowdfundingEducationFinancial Services

H1B Sponsor Likely

Responsibilities

Utilize EWA (Empowerment with Accountability) to assist clients and support agents

Manage inbound calls for inquiries involving policy status, loan balances, demographic changes

Identify client needs, clarify information, research every issue, and provide 'one-call' resolution and/or alternative

Collaborate with stakeholders to improve the customer’s experience

Managing incoming volumes to maintain both service and quality goals

Submit transactional service requests and assist clients

Coordinate with support functions to ensure client requests are handled timely

Manage escalations and the associated communication required

Based upon feedback provided, identify opportunities for improvement

Qualification

Insurance experienceEffective communicationMicrosoft OfficePhone skillsActive listeningTime managementAdaptability

Required

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

Effective written and verbal communication skills are required

Great active listening skills

Strong time management and organizational skills

Adaptability and flexibility

Comfortable working in fast-paced environments

Ability to adapt to multiple platform systems

Phone skills, including familiarity with complex or multi-line phone systems

Preferred

College degree or work experience in lieu preferred

Prefer 1+ yrs. insurance experience in operations, call center or financial services

Proficiency with Microsoft Office and ability to navigate multiple systems is helpful

Foreign language skills a plus but not required

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)