Customer Operations Representative
Symetra offers a thrilling chance to become part of our team as a Customer 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 outour Symetra 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
At Symetra ,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 inclusi