Associate Customer Operations Representative

Symetra•,
•$22 - $31•Hybrid

About The Position

The Associate Customer Operations Representative reviews and processes financial activities for active annuity products, including withdrawals, transfers, beneficiary changes, and account maintenance. The role supports a positive customer experience through accurate work, maintaining team and partner service-level agreements, collaborating across the organization, and identifying ways to improve efficiency and reduce errors. Occasional escalation and correction handling may involve contacting customers or agents to resolve open issues. The position offers flexible full-time or hybrid telecommuting arrangements.

Requirements

  • High school diploma.
  • Strong written and verbal communication skills.
  • Effective computer and software skills.
  • Ability to follow procedures and processes.
  • Ability to work in a fast-paced environment.
  • Strong organizational and interpersonal skills.
  • Ability to multitask, prioritize, and work within established timeframes.
  • High attention to detail and accuracy.
  • Self-motivation.
  • Must be authorized to work in the United States at hire and maintain work authorization throughout employment.
  • Must meet Symetra's minimum internet speed and internet type requirements to apply.

Nice To Haves

  • Associate degree or equivalent experience.
  • Customer service experience.

Responsibilities

  • Process financial and non-financial activities in administrative systems.
  • Maintain team and special-partner service-level agreements.
  • Collaborate with the team and other parts of the organization, and help other teams meet business needs.
  • Find ways to improve efficiency and reduce errors at the individual and team levels to improve the customer experience.
  • Handle occasional escalations and corrections, including contacting customers or agents as needed to resolve open issues.

Benefits

  • 401(k) plan with immediate vesting and company matching up to 6%.
  • Paid vacation and sick time, flex days, and ten paid holidays.
  • Company matching for charitable/community contributions.
  • Eligibility for the Company Annual Bonus.
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