What are the responsibilities and job description for the Associate New Business Case Manager - Remote position at Symetra?
Symetra has an exciting opportunity to join our team as anAssociate New Business Case Manager!
About the role
As an Associate New Business Case Manager, you will receive and process applications. You will review applications to determine completeness and assess whether the application meets compliance regulations. Once the application is complete, you will also process the transaction and generate a contract.
What you will do
- Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
- Review and analyze all application data and determine if an application is in good order
- Review file for completeness and once complete, issue a contract
- Develop a solid understanding of the products and services offered within the department
- Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services
- Promptly respond to routine and non-routine telephone or e-mail inquiries
- Follow-up on outstanding requirements through outbound communication
- Research, analyze and help coordinate issue resolution for management, client services, internal sales contacts and agencies/brokers regarding new business and various other issues
- Develop and maintain positive relationships with all internal and external customers
- Assist peers with processing questions and mentor peers as needed
- Other duties as assigned
Why Work at Symetra
Here's what some of our employees have to say about why they work at Symetra:
"The atmosphere at Symetra is truly different than at other companies. If you are looking for a company where your voice will matter and be heard, Symetra is the place for you." Sydney S. - Actuarial Associate II
"If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit." Daniel P. - Senior Underwriter
What we offer you
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
Compensation
Hourly Range: $21.00-$31.07 plus eligibility for annual bonus program
Your experience and skills
- High School Diploma required; College degree preferred
- 1 year of relevant work experience
- Effective social skills and relationship building
- Customer service mindset
- Great teammate
- Courteous and professional
- Strong work ethic
- High attention to detail
- Deadline driven
- Able to thrive in a fast paced, metrics-driven, constantly evolving environment
- Strong organizational skills
- Prioritization and multi-tasking
- Effective verbal and written communication skills
- Able to identify and research potential business risks
- Able to mentor and train others
- 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 .
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:
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.
#LI-BV1
#LI-Remote
Salary : $21 - $31