New Business Processor jobs in United States
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OneAmerica Financial · 1 week ago

New Business Processor

OneAmerica Financial is committed to creating certainty for their customers and advancing stability and growth. The New Business Processor is responsible for accurately processing new business applications and providing support in application entry, final action processing, and policy delivery.

BankingCrowdfundingEducationFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Work with the New Business team to issue policy, place policy in force, assemble policy documents for delivery
Partner with Case Managers to resolve outstanding New Business application and/or underwriting data needs
Process and apply complex premium payments, refund premium and initiate transfers or exchanges from outside carriers
Adhere to and conduct required suitability review and documentation in alignment with state and regulatory guidelines
Report out opportunities for efficiencies and innovation

Qualification

Customer service experienceAttention to detailMicrosoft Office proficiencyWritten communication skillsVerbal communication skillsSelf-accountabilityCollaboration skills

Required

High School Diploma 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
Proficient with Microsoft Office products
Professional written & verbal communication skills and the ability to collaborate with internal stakeholders

Preferred

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

Company

OneAmerica Financial

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Joe Ingream
President of Employee Benefits
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Company data provided by crunchbase