OneAmerica Financial · 9 hours ago
Case Manager
Indianapolis, Indiana, United States
Full-time
Hybrid
Mid Level
3+ years expOneAmerica Financial is dedicated to creating certainty for customers and advancing stability and growth. 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.
BankingCrowdfundingEducationFinancial Services
Responsibilities
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
Qualification
Required
High School Diploma required
3+ years in customer service, ideally with client relationship management
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
Preferred
College degree or work experience in lieu preferred (insurance, operations, call center or financial services)
2+ years in financial or insurance-related roles (preferred but not required)
Company
OneAmerica Financial
OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joe Ingream
Head of Employee Benefits-Group Insurance
Recent News
2025-08-25
2025-06-04
Company data provided by crunchbase