Associate New Business Case Manager

Symetra • ,

4d • $22 - $33 • Hybrid

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

• Effective interpersonal skills with a service minded, team attitude
• Interact courteously and professionally with a wide variety of internal and external parties
• Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
• Possess strong relationship management skills with ability to create and maintain effective business relationships.
• Ability to thrive in a fast paced, goal focused, ever-changing environment
• Strong organizational skills including ability to prioritize multiple tasks
• Effective verbal and written communication skills
• Identify and research potential business risks
• Desire to participate in process improvements
• Solid computer and keyboard skills
• Willing and able to work PST business hours
• High School diploma or equivalent experience required
• 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.

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 the primary point of contact for Agents, Internal Wholesalers, Sales Center, and Client Services throughout the application-to-contract issuance process.
• Maintain frequent telephone and email interactions to gather requirements, resolve inquiries, provide case updates, and proactively obtain outstanding information needed to move business efficiently through to contract issuance.
• Follow up timely on pending contracts where outstanding requirements still exist and where new requirements have been received.
• Research, analyze and help coordinate issue 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
• 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
• Company matching for community contributions

What This Job Offers

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