Benefits Specialist, Workforce Benefits Account Management - West Region

Symetra•,

9d•$30 - $50•Hybrid

About The Position

Symetra is seeking a Benefits Specialist to act as an account manager for a block of business with accounts of 100–499 lives. The role supports assigned Regional Executives and Voluntary Sales Executives across in-force Life, Disability, Absence Management, and Supplemental Health products. It manages relationships with new and existing customers, resolves issues, supports business growth and retention, and contributes to customer satisfaction through an understanding of the external marketplace. The specialist serves as the primary service contact for assigned accounts and manages day-to-day service, customer inquiries, renewals, implementations, and client education. The position collaborates with internal partners and sales and underwriting teams, attends occasional in-person customer meetings, supports implementations for state-mandated coverage, and participates in projects and process improvement. Symetra describes itself as a remote-first organization and offers flexible full-time or hybrid telecommuting arrangements, subject to its stated internet requirements.

Requirements

High school diploma.
Sales aptitude and ability to communicate contract provisions to customers.
Good verbal, written, and interpersonal skills, including effective communication.
Proficiency with computers and familiarity with Windows XP, including MS Word, MS Excel, and MS Outlook.
Excellent time-management and organizational skills.
Demonstrated ongoing self-development.
Strong customer service skills for internal and external customers, and ability to persist professionally when obtaining information to quote, renew, and issue contracts.
Mathematical aptitude and ability to make independent decisions.
Ability to identify problems and solve them independently and creatively.
Knowledge of group distribution products and ability to communicate clearly and concisely.
Ability to multitask and anticipate customer needs.
For remote work, internet connectivity of at least 100 Mbps download and 20 Mbps upload via fiber, cable, or DSL; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.
Must be authorized to work in the United States at hire and maintain work authorization throughout employment; visa sponsorship and support are not provided.

Responsibilities

Serve as the designated primary service contact for a book of business with accounts ranging from 100–499 lives.
Provide customer service and respond to inquiries received by 2 p.m. on the same day.
Build customer relationships and collaborate with internal partners to address inquiries and provide consultative support.
Partner with Implementation Managers to implement new business successfully.
Manage daily service work, including Agent of Record changes, licensing updates, amendments, complex billing resolutions, data feed setup, claim escalations, and enrollment event support.
Educate clients about products and services, the GO portal, and Symetra processes.
Attend occasional face-to-face customer meetings, including benefit fairs, enrollment meetings, and finalist presentations; travel may be up to 5%.
Partner with the assigned Regional Account Manager on cases of 5,000 lives and above to provide dedicated team service.
Collaborate with Regional Sales Executives to identify business growth opportunities.
Drive proactive customer service touchpoints and track key activities that demonstrate value to clients.
Coordinate across the organization to resolve issues and provide client solutions as the primary liaison.
Manage renewals for the designated book of business, including requesting renewal census data for underwriting review.
Coordinate receipt and delivery of renewal decisions with underwriting and the sales executive, or according to established market strategy.
Work with the Regional Sales Executive to negotiate with underwriting on behalf of clients or brokers, using knowledge of small-business renewal strategies.
Communicate group renewal decisions to required departments.
Continue learning as industry and customer needs evolve and new products and services become available.
Participate in special projects or committees focused on continual process improvement.
Manage customer-facing implementations for state-mandated coverage, such as TDB, DBL, PFL, and TDI.
Attend implementation calls for new customers in the assigned block of business.