At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Job Summary

The New Business II works within the New Business department, which is responsible for accurately processing new business of multiple product lines from the point of application entry, until the policy goes in force, excluding underwriting. This includes analyzing multiple forms, processing and applying premium payments, setting up billing, and creating external correspondence. All must be done in accordance with state and regulatory guidance. This role partners with Case Management to deliver a customer focused approach to the prioritizing and processing of new business to meet specific service level targets. 

Primary responsibilities include but are not limited to:

• Perform application entry including reviewing multiple forms, verifying licensing requirements, and appropriately notifying the field partner of missing requirements.
• Process and apply premium payments, refund premium and initiate transfers or exchanges from outside carriers
• Adhere to and process state replacement notifications
• Adhere to and conduct required suitability review and documentation
• Collaborate with New Business teams to prioritize daily work items
• Understand and review New Business and (some) Underwriting forms
• Create work items for other department teams to process
• Clearly and concisely communicate to the team and field
• Create documents to be included with the customer's insurance policy
• Identify and recommend opportunities for efficiency and innovation
• Demonstrate EWA and support OneAmerica Ways

Job Requirements

Required Education and/or Certifications

• High school diploma/GED

Recommended Education and/or Certifications

• B.A./B.S. College Degree

Required Work Experience

• 1 year of NB I Experience OR 3 years in professional work setting.
• Insurance experience preferred
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 02B

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York. 

Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.