Associate Customer Operations Representative

Symetra; United States; Hybrid; USD 46,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and holidays

Remote/hybrid work options

Job summary

Symetra seeks an Associate Customer Operations Representative to review and process financial activities for our annuity products, including withdrawals and transfers. The role emphasizes accuracy, timely processing, and customer experience across flexible full-time or hybrid arrangements.

You will maintain SLAs, collaborate across teams, and look for efficiency gains while handling occasional escalations and direct contact with customers or agents as needed.

Qualifications

• High School Diploma required; Associates degree or equivalent experience preferred.
• Customer service experience preferred.
• Strong written and verbal communications skills.
• Effective computer and software skills.
• Capable of following procedures and processes.
• Able to work in a fast-paced environment.
• Strong organization and interpersonal skills.
• Ability to multi-task, prioritize, and meet deadlines.

Responsibilities

• Review and process financial activities for active annuity products (withdrawals, transfers, beneficiary changes, account maintenance).
• Enter activities into administrative systems while maintaining accuracy.
• Meet team and partner SLAs and collaborate across the organization.
• Identify ways to gain efficiencies and reduce errors.
• Handle occasional escalations and customer/agent contact to resolve issues.

Skills

Written communications

Verbal communications

Customer service

Attention to detail

Organization

Multitasking

Procedures adherence

Computer skills

Education

High School Diploma

Associates degree or equivalent experience

Tools

Microsoft Office

Financial systems

Job description

Symetra offers a thrilling chance to become part of our team as an Associate Customer Operations Representative !About the roleThe Associate Customer Operations Representative is responsible for reviewing and processing financial activities for our active annuity products; including but not limited to, withdrawals, transfers, beneficiary changes, and account maintenance. Ensuring a positive customer experience by maintaining a high level of accuracy.What you will doProcess financial and non-financial activities into administrative systemsMaintaining team and special partner SLAsWorking with team to help strengthen others and collaborate across organization to understand how we impact each other and be flexible to help other teams to meet business needsProactively finding ways to gain efficiencies and reduce errors on a personal/team level to better our customer experience.Occasional escalation and correction handling as needed which may result in direct contact with customers and or agents to resolve open issues.Why work at Symetra“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development“At Symetra, you will find an environment where leaders, peers, and subordinates all work together. A place that values all your skills, whether academic, personal, or functional.” Alex A. - Corporate Records ManagerWhat we offer youWe don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.Flexible full-time or hybrid telecommuting arrangementsPlan 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 holidaysGive back to your community and double your impact through our company matchingWant more details? Check out our Symetra Benefits OverviewCompensationHourly Range: $22.00 - $30.87 plus eligibility for Company Annual BonusWho you areHigh School Diploma required; Associates degree or equivalent experience preferredCustomer service experience preferredStrong written and verbal communications skillsEffective computer and software skillsCapable of following procedures and processesAble to work in a fast-paced environmentStrong organization and interpersonal skillsAble to multi-task, prioritize, and work within established timeframesHigh-level attention to detail and accuracySelf-motivatedWe empower inclusionAt Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.Creating a world where more people have access to financial freedomSymetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price; we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.For more information about our careers visit: https://symetra.eightfold.ai/careersWork AuthorizationEmployer work visa sponsorship and support are not provided for this role. 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.Please review Symetra's Remote Network Minimum Requirements:As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: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/Xfinity, Spectrum), or DSL.NOT Permissible : Satellite (e.g., Starlink), cellular/mobile internet (including hotspots and home wireless services such as Verizon 5G Home, T-Mobile 5G Home Internet, and AT&T Internet Air), any other wireless technology, or wired dial-up.Test your internet speed and confirm your internet connection meets both Symetra’s minimum speed and internet type requirements outlined above. You must meet the requirement to apply.Identity VerificationSymetra is committed to fair and secure hiring practices. For all roles, 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.Failure to comply with verification procedures may result in:Disqualification from the recruitment processWithdrawal of a job offerTermination of employment and other criminal and/or civil remedies, if fraud is discovered