RLRP Operations Associate

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.

This role is a valuable team member of our RLRP (Retired Lives Repetitive Payments) Department and exists to provide administrative services to participants and beneficiaries receiving reoccurring payments from OneAmerica, specifically pension, annuity, and lump sum payments under 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.

Key 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, this includes 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 process successfully 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.

Qualifications & Requirements:

• Associates degree or higher strongly preferred
• 1+ years work experience in a office environment.
• One year or more of related work history within Operations, call center or financial services or similar role preferred.
• Critical thinker, willingness to dig into detail
• Excellent organization and time management skills
• Strong attention to detail
• Forward thinking
• Ability to work both independently and within a team
• Must have a strong desire to make a difference and make an impact to help our customers when they need us most.

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, WI, 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.