Case Manager
Hybrid · Indianapolis, Indiana, United States or California, United States
Job Summary
Case Manager at OneAmerica Financial serving as a liaison between producers, sales teams, New Business and Underwriting to ensure efficient progression of cases. Responsibilities include proactively managing cases to completion, securing outstanding requirements, communicating updates to stakeholders, handling inbound/outbound communications within SLAs, educating partners on platforms (e.g., OneSource Online, DocFast), mentoring Case Manager I staff, and collaborating to prioritize cases while navigating business needs. Emphasizes building trust with producers and sales teams, effective relationship management, issue resolution for pending business, and cross-functional collaboration across home-office teams. Requires strong communication, organizational skills, and the ability to work in a hybrid Indianapolis, IN environment with potential travel to CA/ME as business needs dictate.
Required Qualifications
- College degree or work experience in lieu preferred
- High School Diploma required
- 3+ years in customer service, ideally with client relationship management
- 2+ years in financial or insurance-related roles (preferred but not required)
- Strong attention to detail and ability to work independently in a fast-paced, high-volume environment
- Proficient in Microsoft Office products (Word, Excel, Outlook)
- Excellent verbal and written communication skills
- Ability to collaborate effectively with internal teams and stakeholders
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.