Job Description

Symetra is looking for an Associate New Business Case Manager who is going to be 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.

Responsibilities:

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 direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance. This includes but is not limited to promptly responding to routine and non-routine telephone or e-mail inquiries as well as making outbound follow up communications in an effort to obtain all requirements.
Follow up timely on pended contracts where outstanding requirements still exist and where new requirements have been received.
Researches, analyzes and helps coordinate issues 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. (5%)

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.

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.

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.

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

About Symetra

Symetra is a financial services company offering annuities, life insurance and employee benefits that help people create secure retirements, protect their families and get benefits at work. We are headquartered in Bellevue, Washington, and have offices across the country.

Interested in a career at Symetra, but think you’re not "the insurance type?” You might be surprised by the variety of jobs that keep Symetra rolling. Plus the vast majority of our roles are open to being full-time remote. Check out our latest opportunities at symetra.com/about-us/careers/

To see our social media guidelines, visit: symetra.com/social

Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, “Symetra”). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.

Industry

Finance & Insurance

Company Size

1,001-5,000 employees

Headquarters

Bellevue, WA

Year Founded

1957

Website

symetra.com

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