Teams at OneAmerica

The National Account Director owns strategic relationships with national distribution partners, including IMOs, broker-dealers, and financial institutions. Responsibilities include developing joint business plans, driving sales and revenue growth, leading executive relationships, coordinating internal resources, conducting business reviews, monitoring production and market trends, and identifying growth opportunities. The role is fully remote with occasional office attendance as business needs require.

Processes new business applications for life and long-term care insurance from application entry through policy issuance and delivery. Responsibilities include issuing policies, placing policies in force, assembling documents, resolving application and underwriting data needs, processing premium payments, refunds, transfers and exchanges, conducting suitability reviews, and identifying process improvements. The role requires attention to detail, regulatory adherence, customer service, and collaboration with Case Management.

Reviews disability claim files, gathers missing financial and benefit information, calculates and determines overpayments, and manages recovery actions. Communicates with claimants and advocates by phone, negotiates recovery decisions, documents actions in claim systems, and provides empathetic customer service. The role requires accurate analysis, policy and contract interpretation, math skills, prioritization, collaboration, and process improvement while meeting recovery, service, and performance goals.