Operations Associate (Individual Life Policy Change Team)

The Operations Associate is responsible for being there when our customers need us most and performing activities and completing processes in support of Individual Life Financial Services (ILFS) products & services. ILFS Operations provides support to the division by performing all servicing aspects required to administer life insurance policies and annuities.

We are currently seeking Level I & II Representative experience.

- Process and validate complex policy service requests, including updates, corrections, reinstatements, and other policy modifications.

- Review submitted documentation for completeness, accuracy, and compliance with internal guidelines and regulatory requirements.

- Analyze policy data to identify discrepancies, determine appropriate corrective actions, and resolve issues efficiently.

- Developing additional skills to learn processing several financial work items across multiple platforms.

- Maintain detailed and accurate records of all transactions, ensuring data integrity across systems.

- Investigate and resolve escalated or high-priority service requests requiring advanced problem-solving.

- Monitor workflow queues and prioritize tasks to meet service-level agreements (SLAs) and departmental targets.

- Contribute to process improvements by identifying trends, inefficiencies, and opportunities for automation or enhancement.

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

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

- 2+ years of experience in insurance operations, policy administration, underwriting support, or a similar role, strongly preferred.

- Prior experience in Individual Life Financial Services preferred, but not required

- Demonstrated ability to interpret and process complex policy changes with precision and sound judgment.

- Strong analytical and problem-solving skills with the ability to work through detailed information.

- Excellent organizational skills and the ability to manage multiple tasks simultaneously.

- High proficiency with data entry systems, CRM or policy administration systems, and Microsoft Office Suite.

- Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.

- Ability to work well within a collaborative team environment

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company ("OneAmerica Financial") is committed to a policy of Equal Employment Opportunity and will not discriminated against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

The information collected by this application is solely to determine suitability for employment, verify identify, and maintain employment statistics on applicants.