About this role
Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager!
About the role
The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.
What you'll do in this role
Business Transaction Processing:
- Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
- Review and analyze all application data entry and determine if an application is in good order.
- Develops a working knowledge of the products and services offered within the department.
- Review file for completeness, once complete issue a contract.
Relationship Management:
- Serve as the primary point of contact for Agents, Internal Wholesalers, Sales Center, and Client Services throughout the application-to-contract issuance process.
- Maintain frequent telephone and email interactions to gather requirements, resolve inquiries, provide case updates, and proactively obtain outstanding information needed to move business efficiently through to contract issuance.
- Follow up timely on pending contracts where outstanding requirements still exist and where new requirements have been received.
- Research, analyze and help coordinate issue resolution for management, client services, internal sales contacts and agencies/brokers regarding the status of new business and various other issues.
- Develop and maintain positive relationships with all internal and external customers
Administrative:
- May be assigned to assist peers with processing questions and, at times, mentor peers as needed.
- May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, and other duties as assigned by management.
What we offer you
“I truly believe there’s something for everyone at Symetra. No matter what your passion is, if you enjoy being part of something bigger than yourself and want to make a meaningful difference, this is the place for you. We’re more than just an insurance company—we’re a community with purpose.” - Joanne S., AVP Compliance
"Symetra cares about doing what's right for their customers and that we have a great culture." - Jackie B., Regional Account Manager
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 Overview
Compensation
Hourly Salary Range: $22.00- $32.95 plus eligibility for annual bonus program
Who you are
- Effective interpersonal skills with a service minded, team attitude
- Interact courteously and professionally with a wide variety of internal and external parties
- Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
- Possess strong relationship management skills with ability to create and maintain effective business relationships.
- Ability to thrive in a fast paced, goal focused, ever-changing environment
- Strong organizational skills including ability to prioritize multiple tasks
- Effective verbal and written communication skills
- Identify and research potential business risks
- Desire to participate in process improvements
- Solid computer and keyboard skills
- Willing and able to work PST business hours
- High School diploma or equivalent experience required
Qualifications
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.
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.
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.
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, Spectrum), or DSL.
- Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
When applying to jobs at Symetra you'll be asked to test your internet speed and 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 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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