Associate New Business Case Manager

Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager!

About the role

You will be responsible for processing applications for Symetra Life or Annuity Divisions, reviewing applications, processing replacements, and ensuring that all documents meet state regulations. Upon completeness of the application and suitability/underwriting approval, you will process the case and create a contract for delivery.

Responsibilities

• Review and analyze all application data and obtain required supporting documents as needed. Determine if an application file is complete and in good order.
• Issue contracts for delivery.
• Develop a working knowledge of the products and services offered within the department.
• Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance.
• Respond to routine and non-routine telephone or e-mail inquiries as well as making outbound follow up communications to obtain all requirements.
• Perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, for contract assembly and mailing and other duties as assigned by management.

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 Overview

Compensation

Hourly Range: $21.00 - $29.08 plus eligibility for annual bonus program

Your education, experience, and skills

• College degree preferred
• 1+ years of relevant experience
• Effective interpersonal skills with a service minded team attitude
• Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
• Strong organizational skills including ability to prioritize multiple tasks
• Effective verbal and written communication skills
• Identify and research potential business risks
• Have the ability and desire to mentor team members when called upon
• Desire to participate in process improvements
• Solid computer and keyboard skills

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: www.symetra.com/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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