Customer Operations Representative

About this role

Symetra offers a thrilling chance to become part of our team as aCustomer Operations Representative!

About the role
As a Customer Operations Representative youare responsible forreviewing and processing financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. You will contact external customers and agents toacquirethe necessary information to process therequestedtransactions. Within this role youare responsible forunderstanding federal and municipal tax regulations, the difference between IRA and NQ accounts, and how different requests and products can affect the clientin regardtobeing a taxable event.
What youwill do
Process financial and non-financial activities into administrative systems and preparing or keying checks and wires
Collaborate with external customers and agents via telephone or written correspondence
Customer-centric work that directlyimpactstheir financial well-being
Develop specializedexpertisein tax-sensitive financial transactions

Why work at Symetra

“We're big enough to make an impact on the country, but small enough to care and know who you are and whatyou'recontributing to the organization. Allnew ideasare welcome!” Stephanie F. – VP Customer Service & Operations

“Symetra may not have the same brand recognition as some of our competitors, but we're making some serious strides and that makes for a lot of promotional opportunities combined with great benefits, work-life balance, and a solid work environment.” Kiernan H. - Project Manager
What we offer you
Wedon’ttake 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 outourSymetra Benefits Overview

Compensation
Hourly Range:$22.00- $33.95plus eligibility forCompany Annual Bonus

Who you are

Experienced in call center or operations

Strong customer service orientation, including interpersonal skills

Clearcommunicatorprofessionally in writing, on the phone, and in person

Understanding of processes and procedures for Deferred Annuity products

Organized withoutstandingfollow-up skills

Ability to manage responsibilities andconflictingpriorities concurrently

Ambitious andmotivatedto research answers, learn quickly, andretaininformation

Self-motivated andinclinedto take initiative

We empower inclusion
AtSymetra,we aspire to be the most inclusive insurance company in the country.We'rebuilding a place where every employee feels valued, respected, and has opportunities to contribute.Inclusion is about recognizing our assumptions, considering multipleperspective, 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'reguided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitiveprice;we communicate clearly andopenlyso people understand whatthey'rebuying, and we design products--andoperateour company--to stand the test of time.We'recommitted to showing up for our communities,lifting upour employees, and standing up for diversity,equityand 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:

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 mustmaintainauthorization 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 providinga positiveexperience for both employees and customers, Symetra has the following standards for employees' internet connection:

MinimumInternet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."

InternetType: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.

NotPermissible: Satellite(e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applyingtojobs atSymetrayou'llbe asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will berequired(after theinitialphone 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 tocomply withverification procedures may result in:

Disqualification from the recruitment process

Withdrawal of a job offer

Termination of employment and other criminal and/or civilremedies, iffraud is discovered

Originally posted on Himalayas