Associate New Business Case Manager - Remote

Symetra

7d • $22 - $34 • Remote

About The Position

The Associate New Business Case Manager 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

• College degree or equivalent work experience.
• 3-5 years of cumulative, relevant experience.
• Detail oriented.
• Clear communication skills.
• High school diploma required.

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.
• 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.
• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED