About The Position

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

Requirements

  • 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.
  • 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.
  • 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.

Responsibilities

  • 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.
  • Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance.
  • 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.
  • 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%)
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