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Form of workJob Description
At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.
Job Summary
This role exists to provide administrative services to participants and beneficiaries receiving reoccurring payments from OneAmerica, specifically pension, annuity and lump sum payments under Pension Risk Transfer (PRT), GVA, Unallocated and Transamerica plans.
The role adds value to the company by servicing participants that support the growing PRT and DB business. Additionally, the processing of administrative tasks performed by this role helps to meet service level agreements and divisional goals. These functions support OneAmerica's goal of being there when our customers need us most.
Primary responsibilities include but are not limited to:
- 85% - Performs administrative tasks for annuities, pension benefits and lump sum payments for deferred annuity, defined benefit and other retirement plans. Reviews and responds promptly to requests from participants, beneficiaries, and internal partners. Process tasks related to managing a participant record, this includes basic data updates (address, EFT, tax withholding, etc.), drafting correspondence and issuing replacement payments. Set ups basic annuities, lump sums, and death benefits. Performs quality reviews and ensures transaction balance in TRECs and process successfully in RLRP. Builds relationships with internal partners. Works autonomously within established procedures with limited supervision.
- 15% - Participates in process improvement projects. Designated as a process owner and responsible for identifying updates and maintaining procedures.
Job Requirements
Required Education and/or Certifications
- H.S Diploma or equivalent
Recommended Education and/or Certifications
- Associate degree or higher
Required Work Experience
- 1+ years’ work experience in an office environment. One year or more of related work history within Operations, call center or financial services or similar role 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 does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica 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, visit oneamerica.com/companies.
