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
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
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
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 StageRecent News
2025-08-25
2025-06-04
Company data provided by crunchbase