About OneAmerica A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial futures.
OneAmerica offers a variety of
products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee
benefit plan products.
Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our
Title: PLAN MANAGER – TRUST
Location: Indianapolis, IN
Compensation: Competitive Salary and Full Benefits, including 401k match, 100% employer paid pension, on-site medical
clinic, fitness center and cafeteria. Paid parking. Competitive PTO
Level: Full-Time Position. Perm
This position serves as a team member responsible for the day-to-day consultative servicing of our top tier employer sponsored
retirement plan clients.
Coordination of all service deliverables from the corporate office
Ensuring that all commitments and needs are addressed timely
Responsiveness to all client inquiries and
requests Hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.)
Quarterly statement review and trouble-shooting;
Consultative communication of regulatory issues and
trends for our clients’ consideration
The Plan Manager coordinates resources to consistently meet expectations for all annual plan life-cycle events; documents all significant commitments and interactions; participates in
departmental projects in collaboration with supporting service teams within the organization.
The successful candidate will:
Possess a positive attitude
Have an independent, take-charge approach to managing
their assigned book of business
Have proven time management skills
Demonstrate a level of confidence that allows him/ her to present comfortably in front of groups
Bachelor’s Degree and 5 years
of Retirement Service experience is required,
OR… a Associates’ Degree plus 6-8 years’ Retirement Service experience
A plus either possess a certification for:
Qualified Plan Administrator
Qualified 401(k) Administrator (QKA)
or a Certified Employee Benefits Specialist (CEBS) designation.
The ability to travel, within all areas of the United States, is needed.