Customer Operations Specialist

Symetra offers a thrilling chance to become part of our team as a Customer Operations Specialist!

About the role

As a Customer Service Operations Specialist, you will serve as a subject matter expert on a variety of annuity policy questions and issues, providing support to both internal and external customers. In addition, you will be responsible for processing advanced transactions and performing account and plan maintenance.

In this role, you will be expected to master specific areas of knowledge including, IRS annual contribution limits, plan loan requirements, death claims, taxation regulations, 1035 exchanges, employer sponsored plans, etc. You will work frequently on complex issues with the Legal and Compliance Departments.

What you will do

• Accurate and efficient processing of Financial and Non-Financial Transactions, including fund transfers, corrections
• Handle more technical account changes (e.g. legal updates, internal transfers, account type changes, etc.)
• Respond to inquiries from internal and external customers
• Provide varied support to include complex functions, assigned administrative programs and projects
• Coordinate a broad variety of processes and activities
• Serve as a contact and resource for customers; produce a wide variety of reports
• Identify problems and relevant issues in complex situations, assessing each using past work experience to make sound decisions
• Anticipate patterns and links; look beyond the immediate problem to wider implications
• Generate new and innovative solutions to problems
• Analyze and resolve varied problems; use initiative and independent judgment within established procedural guidelines

Why work at Symetra

“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst

“At Symetra, you will find an environment where leaders, peers, and subordinates all work together. A place that values all your skills, whether academic, personal, or functional.” Alex A. - Corporate Records Manager

What we offer you

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview
  
  

Compensation

Hourly Range: $24.62 - $41.04 plus eligibility for a Company Annual Bonus

Who you are

• College degree or equivalent work experience required
• Five or more years of life insurance operations experience required
• Advanced insurance knowledge required
• Strong written and verbal communication skills
• Effective computer and software skills
• High level of attention to detail and accuracy
• Quality conflict and resolution skills
• Proven ability to follow procedures
• Strong leadership and interpersonal skills
• Excellent problem solver and independent thinker
• Excels at operational improvement

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price; we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Please review Symetra's Remote Network Minimum Requirements:

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type: Fiber, Cable (e.g., Comcast/Xfinity, Spectrum), or DSL.
• NOT Permissible: Satellite (e.g., Starlink), cellular/mobile internet (including hotspots and home wireless services such as Verizon 5G Home, T-Mobile 5G Home Internet, and AT&T Internet Air), any other wireless technology, or wired dial-up.

Test your internet speed and confirm your internet connection meets both Symetra’s minimum speed and internet type requirements outlined above. You must meet the requirement to apply.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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