OneAmerica Financial · 22 hours ago
Customer Engagement Specialist - Life Insurance
Indianapolis, IN
Full-time
Hybrid
Entry Level
$21.16/hr - $27.64/hr
1+ years expOneAmerica Financial is dedicated to creating certainty for its customers and fostering growth in their financial solutions. The Customer Engagement Specialist will interact with clients and agents to provide exceptional customer service, ensuring their needs are met through effective communication and problem-solving. This role involves managing inquiries, facilitating resolutions, and collaborating with stakeholders to enhance customer experiences.
BankingCrowdfundingEducationFinancial Services
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
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
Benefits
Medical & prescription, dental, vision insurance
Health Savings Account & Flexible Spending Accounts
Paid Time Off
10 weeks 100% paid parental leave (after completing 12 months of employment)
401(k) Plan with company match
Pension Plan
Company paid life & disability insurance
Wellness Program & Company paid employee assistance program
Clinic access subject to location(•Indianapolis, Charlotte, Cincinnati•)
Company
OneAmerica Financial
OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.
1001-5000 employees
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 StageLeadership Team
Joe Ingream
Head of Employee Benefits-Group Insurance
Recent News
2025-08-25
2025-06-04
Company data provided by crunchbase