Customer Operations Representative

Symetra has an exciting opportunity to join our team as a Customer Operations Representative!

About the role

The Customer Operations Representative is responsible for review and processing of financial and non-financial activities for our Fixed, Variable and Registered Index Linked Annuity products, including withdrawals, transfers, and setting up repetitive payments. The Customer Operations Representative contacts external customers and agents to obtain the necessary information to process the requested transactions. Responsible for understanding federal and municipal tax regulations. Understand the difference between Group Retirement Plans, IRA and NQ accounts and how client’s different request can affect the client in regards to being a taxable event. Being able to differentiate the different products our area administers.

What you'll do in this role

• Process financial and non-financial activities into administrative systems and preparing or keying checks and wires

• Communicate with external customers and agents via telephone or written correspondence

What we offer you

“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development 

“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III 

“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 

Benefits and Perks

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 Overviewopens a pdf file

Compensation

Hourly Salary Range: $22.00 - $32.95 plus eligibility for annual bonus program 

Who you are

• High School diploma or equivalent experience required


• Must have a basic understanding of IRA's and/or group retirement plans and/or Annuities or equivalent experience.


• Advanced 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.


• Understand department policies and procedures as they pertain to processing transactions.


• Working knowledge of at least one applicable administration system or equivalent experience.

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 perspectives, 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.

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