Financial Services Representative Salary in Indianapolis, IN

Special Instructions SummaryA cover letter will be requested at the onset of an interview.DepartmentRESEARCH ADMINISTRATION (UA-RSCH-IUBLA) Department InformationThe mission of the Office of Research Administration is to provide exceptional support for Indiana University's research community in order to catalyze research productivity and protect the institution and its research community from risk. Job SummaryThis Senior Grant Consultant position works within the Office for Research Administration's (ORA) Proposal Services area and is responsible for the review and submission of complex external sponsored project proposals in both the university's research administration system and the sponsor's submission system. Department-Specific Responsibilities Resolves conflicts and facilitates contract and grant revisions through discussions and correspondence with sponsor officers, University counsel, faculty and staff, and other administrative and programmatic units at IU throughout the life of the project. Advises faculty and staff on IU's proposals process and policies, budgeting policies, and financial policies and procedures. Mentors junior ORA proposal staff and provides a final review of their submissions as an Authorized Official Representative. Serves all of IU's campuses. General Responsibilities Ensures proposal review, submission, financial monitoring and closeout of sponsored projects; reviews, analyzes, and interprets external sponsor's submission guidelines. Creates budgets and completes administrative forms on behalf of faculty, staff, and researchers as needed. Advises, mentors, and assists in the development and submission of grant proposals and explains complex issues to the staff and faculty investigators. Provides review, approval, and advice about proposal materials; investigates and answers questions from sponsors, researchers, fiscal officers, research administrators and others. Counsels researchers and staff on the preparation of budgets, completion of certifications, and institutional information to ensure compliance with university policies, federal regulations, and sponsor guidelines; initiates action to resolve problems when necessary. Assists faculty and staff in identifying documents or forms needed in connection with pending or funded projects; follows up on all correspondence to ensure that appropriate action is taken or information provided. Monitors expenditure transactions on sponsored project accounts for allowability, allocability, reasonableness, and financial compliance with university, state, federal, and sponsor requirements, and allows or disallows the transactions accordingly. Advises and mentors other staff members in regards to complex financial transaction issues; provides experienced guidance to the faculty and departmental administrators on allowable expenditures and relevant federal and sponsor guidelines; escalates questions as needed to ensure efficient completion of tasks. Ensures timely and efficient flow of information and file management in connection with proposals, award and other types of agreements, and sponsored project accounts. Utilizes various internal and external systems (such as Kuali, FastLane, ASSIST, NIH Commons and Grants.Gov) extensively for proposal submissions, project changes, and account monitoring. Evaluates existing policies, researches and proposes new procedures and tools, and collaborates to identify best practices and approaches; reviews and makes recommendations to improve compliance policies and procedures necessary for all aspects of research administration. Interprets and applies dynamic sponsor rules and guidelines; builds and maintains reference manuals and other critical documentation. May mentor less experienced staff, conduct regular training and educational sessions, and provide guidance to team members, staff and faculty on federal, state and university policies, particularly with seemingly conflicting or vague policies and regulations. Attends and participates in various professional development opportunities, including seminars, webinars, workshops, and conferences organized by external sponsors and/or professional organizations; attends and participates in training opportunities. Designs, develops, and conducts training programs, materials, workshops and other activities to a wide university audience as new information becomes available or new policies and procedures are implemented. Represents university to external sponsors by responding to questions and resolving concerns in relation to proposal submissions or award documents. QualificationsCombinations of related education and experience may be considered. Education beyond the minimum required may be substituted for work experience. Work experience beyond the minimum required may be substituted for education.EDUCATIONRequiredBachelor's degree (preferably in a related field)PreferredMaster's degreeWORK EXPERIENCERequired2 years of experience preparing and submitting grant proposals in a similar role at a university or hospital system; OR3 years of experience with grants and awards administration or university or research policy/procedure.LICENSES AND CERTIFICATESPreferredCertified Research Administrator (CRA) certification upon date of hireSKILLSRequiredProficient communication skillsMaintains a high degree of professionalismDemonstrates time management and priority setting skillsDemonstrates a high commitment to qualityPossesses flexibility to work in a fast paced, dynamic environmentSeeks to acquire knowledge in area of specialtyHighly thorough and dependableDemonstrates a high level of accuracy, even under pressureStrong proficiency in university policies and/or complex proposal terms and conditionsWorking Conditions / DemandsThis role requires the ability to effectively communicate and to operate a computer and other standard office productivity equipment. The position involves sedentary work as well as periods of time moving around an office environment and the campus. The person in this role must be able to perform the essential functions with or without an accommodation.Work LocationBloomington, IndianaThis position is eligible for remote work, subject to change in the future based on university policy and business needs. Advertised Salary$70,000 - $84,000 per year dependent upon experience and internal equityBenefits OverviewFor full-time staff employees, Indiana University offers a wide array of benefits including:Multiple plan options for medical insuranceDental insuranceHealth Savings Account with generous IU contributionLife insurance, LTD, and AD&D optionsBase retirement plan contribution from IU, subject to vestingAdditional supplemental retirement plan optionsTuition benefit for IU classes10 paid holidays per yearGenerous Paid Time OffPaid Parental LeaveEmployee Assistance Program (EAP)Learn more about our benefits by reviewing our online Benefits Brochure.Job ClassificationCareer Level: CareerFLSA: ExemptJob Function: ResearchJob Family: Research Administration Click here to learn more about Indiana University's Job Framework.Posting DisclaimerThis posting is scheduled to close at 11:59 pm EST on the advertised Close Date. This posting may be closed at any time at the discretion of the University, but will remain open for a minimum of 5 business days. To guarantee full consideration, please submit your application within 5 business days of the Posted Date.If you wish to include a cover letter, you may include it with your resume when uploading attachments.Equal Employment OpportunityIndiana University is an equal employment and affirmative action employer and a provider of ADA services. All qualified applicants will receive consideration for employment based on individual qualifications. Indiana University prohibits discrimination based on age, ethnicity, color, race, religion, sex, sexual orientation, gender identity or expression, genetic information, marital status, national origin, disability status or protected veteran status. Indiana University does not discriminate on the basis of sex in its educational programs and activities, including employment and admission, as required by Title IX. Questions or complaints regarding Title IX may be referred to the U.S. Department of Education Office for Civil Rights or the university Title IX Coordinator. See Indiana University's Notice of Non-Discrimination here which includes contact information.Campus Safety and SecurityThe Annual Security and Fire Safety Report, containing policy statements, crime and fire statistics for all Indiana University campuses, is available online. You may also request a physical copy by emailing IU Public Safety at [email protected] or by visiting IUPD.Contact UsRequest SupportTelephone: 812-856-1234

Division:Eskenazi HealthSub-Division:HospitalReq ID:20392Schedule:Full TimeShift:DaysEskenazi Health serves as the public hospital division of the Health & Hospital Corporation of Marion County. Physicians provide a comprehensive range of primary and specialty care services at the 333-bed hospital and outpatient facilities both on and off of the Eskenazi Health downtown campus including at a network of Eskenazi Health Center sites located throughout Indianapolis. FLSA StatusNon-ExemptJob Role SummaryThe Patient Access Services Specialist is dedicated to providing best first impressions for our patients, customers and physicians. The Patient Access Services Specialist is responsible for the registration, referral coordination, and scheduling of visits for the department. This position manages complex appointment scheduling linking clinical visits, consults and ancillary services. Additionally, this position ensures that patients have all the necessary information regarding their coverage and benefits related to their visit, informs patients of their financial obligations, and directs uninsured/underinsured patients to financial counselors. The Patient Access Services Specialist duties also include communications with multiple departments.Essential Functions and ResponsibilitiesResponsible for the scheduling of patient visits (including new, follow-up, cancellations and rescheduling requests)Obtains accurate patient information necessary for medical records, governmental requirements, billing and third-party payer needsValidates medical, demographic, insurance and financial data in a timely and courteous manner in appropriate systems to ensure master patient index integrity and creation of accurate appointmentsExplains pre-appointment preparation requirementsProvides patient education about coverage and liabilities; communicates possible payment obligations and personally connects patients to a financial counselor if neededPromotes collaboration and service center successFunctions as an integrated team member and works collaboratively with other staff and providers across the system to improve patient experience and department efficiencyMaintains accountability for accuracy of data collected and entered into systemsElectronically verifies patient's demographic and insurance informationParticipates in quality improvement processes as requested by supervisor/managerFollows cash handling policies and proceduresJob RequirementsAccredited Bachelors degree; OR Minimum one (1) year of experience in call center, patient registration, scheduling, office, banking, customer service or related medical field using computers required. High School Diploma or equivalent required plus post-secondary education courses or certification in business, computers, (Word, Excel, etc.) and Office Management;Associate's degree is preferred.Must complete outpatient registration program and pass with a score of 90% or higherMust pass annual competency exams as requiredMust maintain 95% accuracy on registration quality auditsKnowledge, Skills & AbilitiesDemonstrated ability to use PCs (and toggle between multiple applications), MS Office, and general office equipment (i.e. printers, scanners, electronic signature pads, copy machine, multi-line phone, etc.) required Excellent keyboarding/data entry skills requiredDetail-oriented and organized, with good analytical and problem solving abilityAbility to function independently and as a team player in a fast-paced environmentStrong written and verbal communication skills and excellent spellingAccredited by The Joint Commission and named as one of Indiana's best employers by Forbes magazine for two consecutive years and the top hospital in the state for community benefit by the Lown Institute, Eskenazi Health's programs have received national recognition while also offering new health care opportunities to the local community. As the sponsoring hospital for Indianapolis Emergency Medical Services, the city's primary EMS provider, Eskenazi Health is also home to the first adult Level I trauma center in Indiana, the only verified adult burn center in Indiana and Sandra Eskenazi Mental Health Center, the first community mental health center in Indiana, just to name a few.Nearest Major Market: Indianapolis

About UsIntersurgical Inc. is a global leader in medical device manufacturing. We partner with providers, manufacturers and other organizations to supply innovative airway and medical devices that impact the lives of patients every day.Driven by our commitment to supply high quality medical devices, our team works to deliver best in class products to over 60 countries worldwide.Our CultureAt Intersurgical Inc., we celebrate our culture of collaboration and communication. We believe in a workplace where everyone can be their full, authentic selves.We welcome and encourage those with diverse perspectives, veterans, and individuals with disabilities to join our team. We are an ambitious and innovative company and look forward to the unique experiences and different points of view you'll bring to the table while fostering a spirit of communication.PurposeAs the Customer Service and Invoicing Coordinator, you will be responsible for ensuring the smooth processing of customer orders and invoices. The Customer Service and Invoicing Coordinator role is essential in providing exceptional support to our valued clients. You'll have the opportunity to learn from the individuals that have played a part in building the business while helping thousands of people worldwide.Responsibilities:Process customer orders accurately and efficiently, ensuring adherence to company policies and procedures.Coordinate with various internal departments, including sales, production, and shipping, to prioritize and manage order fulfillment.Respond promptly and professionally to customer inquiries and concerns via phone, email, and other communication channels.Generate accurate and timely invoices based on order details and pricing agreements.Ensure customer payment information is accurately recorded and up to date, and coordinate with the finance department regarding any payment discrepancies.Collaborate with logistics teams to monitor shipment status and provide clients with timely updates on delivery schedules.Maintain comprehensive and organized records of customer interactions, transactions, and inquiries.Other duties as assigned by the manager/supervisor.What We're Looking forHigh school diploma or equivalent; additional education or certification in a relevant field is a plus.Proven experience in a customer service or invoicing role, preferably within the medical device or healthcare industry.Strong attention to detail and organizational skills, with the ability to manage multiple tasks simultaneously.Excellent communication and interpersonal skills, with a customer-focused approach.Proficiency in using customer relationship management (CRM) software and invoicing systems.Basic knowledge of accounting principles and experience working with financial documents.Ability to work independently and collaboratively in a fast-paced, team-oriented environment.Strong problem-solving skills and the ability to handle challenging customer situations with professionalism and empathy.RequirementsMust be able to speak, read and write EnglishMust be able to sit, stand and/or walk for extended periods of timeTemperature controlled facility with office and light manufacturing environment; non-smoking; safety hazards minimal with daily use of some chemicals; company provided smock and hairnet mandatory in all controlled production areas.Intersurgical Inc. is an Equal Opportunity Employer that takes pride in a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or other employment practices for reasons of race, color, religion, gender, sexual orientation, national origin, age, marital or veteran status, medical condition or disability, or any other legally protected status.BenefitsWe are passionate about the well-being of others and that begins with caring for our people.???? Competitive salary???? Multiple opportunities to be challenged and step up your career in a fast-growth company???? 401k match & profit sharing????? Paid Vacation and holidays???? Medical, dental, and vision benefits???? Much more...

Division:Eskenazi HealthSub-Division:HospitalReq ID:20312Schedule:Full TimeShift:Varied (Days/Evenings)Eskenazi Health serves as the public hospital division of the Health & Hospital Corporation of Marion County. Physicians provide a comprehensive range of primary and specialty care services at the 333-bed hospital and outpatient facilities both on and off of the Eskenazi Health downtown campus including at a network of Eskenazi Health Center sites located throughout Indianapolis. FLSA StatusNon-ExemptJob Role SummaryThe Financial Counselor assists customers with information necessary for securing verifications from various companies/agencies (Work One, banks, life insurance companies, health information, physician offices, Social Security Administration, Health Department, etc.).Essential Functions and ResponsibilitiesAccept daily assigned customer referrals in management designated systems to determine customers to be screened/interviewedAssist walk-in customers as they presentExplain available payer programs and benefits to customers, including Healthy Indiana Plan, various Medicaid or State programs and services, Health Insurance Marketplace, COBRA, or any other possible third party payer sources, or the hospital's charity program, Eskenazi Health Financial Assistance programInterview/screen customers for all potential payer programs as described in previous job functionAssist customer with information necessary for securing verifications from various companies/agencies (Work One, banks, life insurance companies, health information, physician offices, Social Security Administration, Health Department etc.)Complete timely submission of documentation and application in management designated system(s), adhering to all deadlines and requesting extensions from management when necessaryDocument and update application status in management designated system(s) on a regular basisMaintain confidentiality of patient health information in compliance with HIPAA regulationsContact patients by phone, correspondence, or home visit to continue to secure necessary documentationMonitor progress of applications to ensure application completion and processing timelines are adhered toAttend interviews (phone or in-person) with State, County or other payer program representatives for those patients with signed authorization that are determined not able to participate, have requested representation, or have a history of lack of cooperationUpdate management designated system(s) with eligibility determinations and update all appropriate EMR accounts if eligibility is retroactiveMentor peers, including training as neededAbility to meet all productivity and quality requirementsJob RequirementsHigh school diploma required; Associate or Bachelor's degree or equivalent work/business experience is required.Must meet all federal and state required navigator training and certification requirements within 30 daysBilingual in English/Spanish is a plusKnowledge, Skills & AbilitiesExtensive knowledge of eligibility policy rules and processing requirements for programs administered by CMS, FSSA, and other applicable State and Federal programsExtensive knowledge of health care related insurance rules and guidelines, coverage and benefit plans, and strong ability to calculate and demonstrate insurance and patient payment methodologies and respective amounts dueStrong investigative, analysis and judgment skillsExcellent spelling and grammar; good phone skills; basic math skills; organized, set priorities, meets deadlines; ability to multi-task and carefully proof own workMust demonstrate effective communication skills by conveying necessary information accurately, listening effectively and asking questions when clarification is neededAbility to work independently and as part of a teamProfessional demeanor in person, email, and over the phoneProficiency in Microsoft Office ToolsMust be sensitive to the medical needs of customers and professional duties of hospital staffAbility to adjust to changes in policies, procedures, and systemsAccredited by The Joint Commission and named as one of Indiana's best employers by Forbes magazine for two consecutive years and the top hospital in the state for community benefit by the Lown Institute, Eskenazi Health's programs have received national recognition while also offering new health care opportunities to the local community. As the sponsoring hospital for Indianapolis Emergency Medical Services, the city's primary EMS provider, Eskenazi Health is also home to the first adult Level I trauma center in Indiana, the only verified adult burn center in Indiana and Sandra Eskenazi Mental Health Center, the first community mental health center in Indiana, just to name a few.Nearest Major Market: Indianapolis

Member Services RepresentativeWe are searching for an experienced Member Services Representative. Indiana - This position is Hybrid (based out of Whiting, South Bend, and/or Indianapolis)Essential Function The ITM Member Service Representative is responsible for assisting members, via our Interactive Teller Machine, with their financial needs by answering questions, performing financial transactions, resolving issues and providing information to ensure quality service. Timely service the needs of the members and enhance their financial relationship with the Credit Union.Primary Responsibilities & DutiesMaintains a high level of member service in accordance with Everwise Credit Union Service Expectations. Responsible for processing member transactions (handling of cash and checks, account deposits, account transfers, payments) in a proficient and accurate manner while adhering to Everwise Credit Union procedures Security guidelines.Responsible for maintaining a high level of confidentiality about member account information.Engage with members in an informative, knowledgeable, and helpful manner about Everwise Credit Union products and services through our Interactive Teller Machine.Perform outbound calling by reviewing, updating and calling prospect list, following up with members and calling on call campaigns regularly.Performs changes to existing account as requested by members.Complies with the credit union Check cashing, and transaction approval limit policies.Has a strong understanding of and complies with Reg CC, Check Handling, Reg D, BSA etc.Assumes leadership role. This includes, but is not limited to, volunteering for special projects within the scope of job responsibilities, assuming additional duties assigned by supervisor/manager that assisting with the growth and advancement of the Credit Union.Participate in continuing education as assigned.Problem Resolution Effectively use Relationship Building with Conversation to handle member concerns and provide first contact resolution and build lasting member relationships through exceptional serviceEducate and promote the use of ITM's with membersProficiently utilize various computer applications to assist with member and team member support and satisfactionIdentify and discuss opportunities to promote credit union products and services to retain members and increase wallet share. **Variability in hours including weekend and holiday hours Specific SkillsSelf-drivenInterpersonal and human relation skills needed to interact with the membership and employees in a professional environmentMust have excellent communication skills that transcend a video/electronic face to face member environment. Must be comfortable with being on camera.Skills in Microsoft programsHigh level of Everwise Credit Union product knowledge with a full understanding of needs- based selling.Ability to proactively problem solve by demonstrating concern and empathy while seeking a resolution that is in the best interest of the member and Everwise Credit Union.Excellent communication skills using clear and pleasant voice.Ability to sit and/or stand at a desk for an extended period of time.Ability to multitask: Will be required to use 2-3 software programs concurrently to complete a transactionAccountabilityMust have a high degree of Everwise Credit Union product knowledge, full understanding of needs-based selling, practice and use LAER techniques. Accountable for understanding and applying Everwise Credit Union policies and procedures relating to the Bank Secrecy Act (BSA/AML, CIP and OFAC).Accountable for Performance Management Goals as agreed upon with Supervisor.Accountable for understanding and applying government laws and regulations and Everwise Credit Union policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.Minimum RequirementHigh school diploma or equivalent experienceExperience working in a financial environment.Six months of member service experienceNon-Exempt, HourlyOur company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Division:Eskenazi HealthSub-Division:HospitalReq ID:20520Schedule:Full TimeShift:DaysEskenazi Health serves as the public hospital division of the Health & Hospital Corporation of Marion County. Physicians provide a comprehensive range of primary and specialty care services at the 333-bed hospital and outpatient facilities both on and off of the Eskenazi Health downtown campus including at a network of Eskenazi Health Center sites located throughout Indianapolis. FLSA StatusNon-ExemptJob Role SummaryThe Patient Access Services Specialist is dedicated to providing best first impressions for our patients, customers and physicians. The Patient Access Services Specialist is responsible for the registration, referral coordination, and scheduling of visits for the department. This position manages complex appointment scheduling linking clinical visits, consults and ancillary services. Additionally, this position ensures that patients have all the necessary information regarding their coverage and benefits related to their visit, informs patients of their financial obligations, and directs uninsured/underinsured patients to financial counselors. The Patient Access Services Specialist duties also include communications with multiple departments.Essential Functions and ResponsibilitiesResponsible for the scheduling of patient visits (including new, follow-up, cancellations and rescheduling requests)Obtains accurate patient information necessary for medical records, governmental requirements, billing and third-party payer needsValidates medical, demographic, insurance and financial data in a timely and courteous manner in appropriate systems to ensure master patient index integrity and creation of accurate appointmentsExplains pre-appointment preparation requirementsProvides patient education about coverage and liabilities; communicates possible payment obligations and personally connects patients to a financial counselor if neededPromotes collaboration and service center successFunctions as an integrated team member and works collaboratively with other staff and providers across the system to improve patient experience and department efficiencyMaintains accountability for accuracy of data collected and entered into systemsElectronically verifies patient's demographic and insurance informationParticipates in quality improvement processes as requested by supervisor/managerFollows cash handling policies and proceduresJob RequirementsAccredited Bachelors Degree; OR minimum one (1) year of experience in call center, patient registration, scheduling, office, banking, customer service or related medical field using computers required. High School Diploma or equivalent required plus post-secondary education courses or certification in business, computers, (Word, Excel, etc.) and Office Management.Associate's degree is preferred.Must complete outpatient registration program and pass with a score of 90% or higherMust pass annual competency exams as requiredMust maintain 95% accuracy on registration quality auditsKnowledge, Skills & AbilitiesDemonstrated ability to use PCs (and toggle between multiple applications), MS Office, and general office equipment (i.e. printers, scanners, electronic signature pads, copy machine, multi-line phone, etc.) required Excellent keyboarding/data entry skills requiredDetail-oriented and organized, with good analytical and problem solving abilityAbility to function independently and as a team player in a fast-paced environmentStrong written and verbal communication skills and excellent spellingAccredited by The Joint Commission and named as one of Indiana's best employers by Forbes magazine for two consecutive years and the top hospital in the state for community benefit by the Lown Institute, Eskenazi Health's programs have received national recognition while also offering new health care opportunities to the local community. As the sponsoring hospital for Indianapolis Emergency Medical Services, the city's primary EMS provider, Eskenazi Health is also home to the first adult Level I trauma center in Indiana, the only verified adult burn center in Indiana and Sandra Eskenazi Mental Health Center, the first community mental health center in Indiana, just to name a few.Nearest Major Market: Indianapolis

Explore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company.As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions.The Ideal Place for a CareerWestern & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package:Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension planFirst-class individualized training and developmentSuite of digital and personalized marketing tools to build your businessRewards and recognition plan acknowledging top-notch resultsDynamic career growth opportunitiesA Successful Financial RepresentativeOur field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are:Positive and resilientCustomer-focusedInterpersonally savvyAction-oriented and results-drivenIf this sounds like you, we encourage you to explore the possibilities, and apply today!

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.Job SummaryBy interacting with a sense of urgency and empathy, Associates will be there when our customers need us most by delivering a level of customer service that exceeds their expectations. The Associate will interact directly with General agents, agents, Independent brokers and other producers on behalf of OneAmerica and its subsidiary companies on the telephone and through email. The Associate will provide a point of contact for the agent, ensuring they are heard through active listening and an outside in perspective. More specifically, the position adds value to the organization by directly supporting the needs and requests from our agents.The Sales Compensation Service Center Associate serves as the primary point of interaction for agents. This environment includes multiple companies, systems and products and multiple compensation schedules, statements some of which have been in force for years and others may have just been issued. Primary interaction is voice and email, although some research and escalation may be required depending upon circumstances. It is critical exhibit empathy and demonstrate customer service skills to ensure the client is heard and clearly understood. Often, the Associate must determine which peer function needs to be engaged in order to assist the client. So, following up timely and effective communication, setting clear commitments and meeting them are critical to success in this role.Primary Duties May Include, But Are Not Limited ToUtilize EWA (Empowerment with Accountability) to assist clients and support agents.Handle calls from the field for Career and Independent Brokerage, Care Solutions.Performing outbound return calls left on VM and follow up communication from research requests. "Voice of Sales Comp".Answer emails received into the ILFS Compensation email address.Proactive communication to the field regarding changes to their statements and accounts, charge backs, corrections etc.Training and education for the field (onboarding, remedial training for OSO, statements, and compensation). Scheduled agency online meetings, one-on-one etc.Tracking of all communication through workflow system (AWD or SharePoint) for feedback to Sales Compensation, stakeholders, and field.Managing incoming volumes in order to maintain both service and quality goals.Coordinate with Production functions.Manage escalations and the associated communication required.Based upon feedback provided, identify opportunities for improvement.Job RequirementsRequired Education and/or CertificationsCollege degree or work experience in lieu preferred (Call Center, customer service insurance, operations, or financial services).Recommended Education and/or CertificationsForeign language skills a plus, but not required.Required Work ExperienceCollege degree or work experience in lieu preferred (insurance, operations, call center or financial services).Effective written and verbal communication skills are required.Proficiency with Microsoft Office and ability to navigate multiple systems is helpful.Or any combination of education and experience which would provide an equivalent backgroundSalary Band: 02BThis 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.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 PositionsBecause 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.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:a client base by growing relationships with your network and providing guidanceexpertise through sponsored coursework and proprietary agent development trainingclients through important financial decisions using the latest software and our expansive product portfolioto develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrityto connect with company provided sales leads and network with new clientsrelationship building, communication, and time-management skillscompetitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:competitive commission structure designed to grow with youincome opportunities and bonus programspaid insurance licensing, SIE, Series 6, Series 63, CFP®training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearin-office schedules once you complete your agent trainingadvancement opportunitiessavings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives.Why We Think You'll Like It HereOur team of forward-thinkers is building the future of independent financial advice with a unique Advice-Centric Experience®. If you love a challenge, this is the environment for you. Make a difference in your community and your life with Cetera Investors.What you needFINRA Series 7 and Series 66 or Series 65 and 63State Life and Health Insurance licenseSelf-Sourced Book of business3+ years of financial services experience, self-sourced book of businessExceptional interpersonal and relationship building skillsWhat you will doRecommend solutions to your clients for their investment needsCollaborate with others in developing presentations delivered in group settings or one-on-oneKeep in touch with clients to ensure that they have the right products for their current needsCreate referral opportunities and build a referral-based practiceDetermine the course for your career in terms of financial objectivesUnderstand and comply with all aspects of Cetera policies and practices, laws and regulations governing the duties and responsibilities of product salesMaintain all necessary licenses and registrations as requiredAbout Cetera Financial Group and Cetera InvestorsCetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.