Disbursements Processer

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.

The Processor is responsible for handling/processing disbursements within our Retirements Services business. This role will be complete a high volume of work, which includes processing distributions from retirement plans such as 401(K), 403(B), 457 and IRA.

KEY RESPONSIBILITIES:

• Processes disbursements, reviewing and responding to requests promptly and accurately
• Interact indirectly with participants, brokers and directly with internal customers regarding inquiries and requests via telephone, email and/or written correspondence
• Identify process and quality improvement efforts, issue resolutions and training needs
• Participate in projects as needed
• Perform additional responsibilities as assigned

REQUIREMENTS:

• Demonstrates effective analytical skills and thinking
• Developed Knowledge and skills through training and work experience
• Works within established procedures with limited supervision
• Identifies issues in straightforward situations. Utilizes standard procedures to make appropriate decisions

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 Indiana 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.