Retired Lives Repetitive Payments Operations Associate
OneAmerica Financial, Indianapolis, IN, United States
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 collaborate to achieve more together.
Job Summary
This role exists to provide administrative services to participants and beneficiaries receiving recurring payments from OneAmerica, specifically pension, annuity and lump‑sum payments under PRT, GVA, Unallocated and Transamerica plans. The role contributes to the growing PRT business by servicing participants and supporting service‑level agreements and divisional goals.
Primary Responsibilities
Perform administrative tasks for annuities, pension benefits and lump‑sum payments for deferred annuity, defined benefit and other retirement plans.
Review and respond promptly to requests from participants, beneficiaries, and internal partners.
Process tasks related to managing a participant’s records, including basic data updates (address, EFT, tax withholding, etc.), drafting correspondence and issuing replacement payments.
Set up basic annuities, lump sums and death benefits.
Perform quality reviews and ensure transaction balance in TRECs and successful processing in RLRP.
Build relationships with internal partners.
Work autonomously within established procedures with limited supervision.
Participate in process improvement projects.
Designated as a process owner, responsible for identifying updates and maintaining procedures.
Job Requirements
College degree or equivalent work experience preferred (insurance, operations, call center or financial services).
2+ years of customer service experience required.
Strong attention to detail, self‑accountability and ability to perform effectively in a fast‑paced high‑volume environment.
Forward‑thinking and innovative.
Ability to work both independently and within a team.
Strong desire to make a difference and impact customers when they need us most.
High School Diploma required, or an equivalent combination of education and experience.
Salary Band: 2A
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.
Benefits
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
Medical, prescription, dental and 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)
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.
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: OneAmerica Financial is committed to a policy of Equal Employment Opportunity and will not discriminate 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.
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 .
#J-18808-Ljbffr
Job Summary
This role exists to provide administrative services to participants and beneficiaries receiving recurring payments from OneAmerica, specifically pension, annuity and lump‑sum payments under PRT, GVA, Unallocated and Transamerica plans. The role contributes to the growing PRT business by servicing participants and supporting service‑level agreements and divisional goals.
Primary Responsibilities
Perform administrative tasks for annuities, pension benefits and lump‑sum payments for deferred annuity, defined benefit and other retirement plans.
Review and respond promptly to requests from participants, beneficiaries, and internal partners.
Process tasks related to managing a participant’s records, including basic data updates (address, EFT, tax withholding, etc.), drafting correspondence and issuing replacement payments.
Set up basic annuities, lump sums and death benefits.
Perform quality reviews and ensure transaction balance in TRECs and successful processing in RLRP.
Build relationships with internal partners.
Work autonomously within established procedures with limited supervision.
Participate in process improvement projects.
Designated as a process owner, responsible for identifying updates and maintaining procedures.
Job Requirements
College degree or equivalent work experience preferred (insurance, operations, call center or financial services).
2+ years of customer service experience required.
Strong attention to detail, self‑accountability and ability to perform effectively in a fast‑paced high‑volume environment.
Forward‑thinking and innovative.
Ability to work both independently and within a team.
Strong desire to make a difference and impact customers when they need us most.
High School Diploma required, or an equivalent combination of education and experience.
Salary Band: 2A
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.
Benefits
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
Medical, prescription, dental and 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)
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.
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: OneAmerica Financial is committed to a policy of Equal Employment Opportunity and will not discriminate 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.
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 .
#J-18808-Ljbffr