Associate New Business Case Manager

Symetra; United States; Hybrid; USD 63,039,000 - 94,415,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecomm

401(k) plan with company match

Paid time off and holidays

Community giving and company matching

Job summary

Symetra is seeking an Associate New Business Case Manager to receive and process insurance applications and determine they meet compliance before generating contracts. You’ll perform data entry, review for completeness, and become proficient in the products offered by the department.

You will serve as the primary contact for agents, internal teams, and clients throughout the application-to-contract cycle, maintain timely updates, and help resolve issues to move business efficiently to contract

Qualifications

• Interact courteously and professionally with internal and external parties.
• Possess a strong work ethic with urgency for timely, accurate processing.
• Maintain strong relationship management to build effective business relationships.
• Thrive in a fast-paced, goal-focused, ever-changing environment.
• Strong organizational skills and ability to prioritize multiple tasks.
• Excellent verbal and written communication.

Responsibilities

• Process applications through data entry and workflow systems.
• Review applications for completeness and issue contracts.
• Serve as the primary contact for agents and internal teams during the process.
• Maintain timely communications and gather information to move cases to contract.
• Follow up on pending contracts to obtain outstanding requirements.
• Assist peers with processing questions and perform general administrative tasks.

Skills

Interpersonal skills

Service mindset

Relationship management

Work ethic

Organizational skills

Verbal and written communication

Risk identification

Process improvement

Education

High School diploma or equivalent experience

Job description

Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager !About the roleThe 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.What you'll do in this roleBusiness Transaction Processing:Perform index and data entry of application information into workflow, customer/agent relationship and administrative systemsReview 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.Relationship Management: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 customersAdministrative: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.What we offer you“I truly believe there’s something for everyone at Symetra. No matter what your passion is, if you enjoy being part of something bigger than yourself and want to make a meaningful difference, this is the place for you. We’re more than just an insurance company—we’re a community with purpose.” - Joanne S., AVP Compliance\"Symetra cares about doing what's right for their customers and that we have a great culture.\" - Jackie B., Regional Account ManagerBenefits and PerksWe 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 Salary Range: $22.00- $32.95 plus eligibility for annual bonus programWho you areEffective interpersonal skills with a service minded, team attitudeInteract courteously and professionally with a wide variety of internal and external partiesPossess a strong work ethic with a sense of urgency for timely, accurate transaction processingPossess strong relationship management skills with ability to create and maintain effective business relationships.Ability to thrive in a fast paced, goal focused, ever-changing environmentStrong organizational skills including ability to prioritize multiple tasksEffective verbal and written communication skillsIdentify and research potential business risksDesire to participate in process improvementsSolid computer and keyboard skillsWilling and able to work PST business hoursHigh School diploma or equivalent experience requiredWe 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, Spectrum), or DSL.Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.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