Benefits Specialist - Remote

Symetra Financial Corporation; United States; Hybrid; Full time

Job summary

Join a leading financial services company as a Benefits Specialist. You will manage customer relationships and support sales executives in delivering exceptional service. This role involves proactive engagement with clients and internal teams to ensure satisfaction and drive business growth. Ideal candidates will have a strong understanding of life and disability benefits, excellent customer service skills, and a commitment to continuous learning. Enjoy flexible work arrangements and a supportive environment that values diversity and inclusion.

Benefits

Flexible full-time or hybrid telecommuting arrangements

401(k) plan with company matching

Paid time away including vacation and sick time

Community impact through company matching

Qualifications

• General Life and Disability knowledge required.
• Hold a Life and Health insurance license or obtain within 3 months.

Responsibilities

• Provide service to a book of business with 50-499 lives.
• Manage day-to-day service work including billing resolutions.
• Build relationships and collaborate with internal partners.

Skills

Customer Service

Relationship Management

Negotiation

Education

High School diploma

Job description

Symetra has an exciting opportunity to join our team as a Benefits Specialist!

About the role

You will support a Regional Executive and Voluntary Sales Executive for the Life, Disability and Supplemental Health product lines for Inforce business. Accountable for managing relationships with assigned new and existing customers and growing the business while also resolving issues as they arise. The position involves having a working understanding of the external marketplace, generating profitable revenue growth by retaining existing customers, expanding business and achieving customer satisfaction.

What you'll do in this role

• Responsible for providing service to an existing book of business, which requires the following - Serve as designated primary service contact for a book of business consisting of accounts ranging in size from 50-499 lives.

• Provide excellent customer service and respond to customer inquiries received by 2pm in the same day.

• Build strong relationships and collaborate with internal partners to address service inquiries and provide consultative support. Partner with Implementation Managers to successfully implement new business.

• Manage all day to day service work including Agent of Record changes, licensing updates, amendment activity, complex billing resolutions, data feed set up, claim escalation resolution and supporting enrollment events.

• Manage client education around products and services, GO portal and general Symetra processes. Attend face to face meetings occasionally with customers, including stewardship meetings, benefit fairs, enrollment meetings and finalist presentations (up to 5% travel)

• Work in partnership with assigned Regional Account Manager on cases 5,000 lives and above to create a dedicated service "team" approach.

• Collaborate with Regional Sales Executives on book of business to identify business growth opportunities.

• Drive proactive service touchpoints with customers and track key activities in CRM database to show our value to clients.

• Work across organization to resolve issues and provide solutions to client as primary liaison.
  
  
• Manage renewal process for designated book of business, which entails, requesting renewal census to prepare for underwriting review.
• Coordinate renewal receipt from underwriting and delivery in partnership with your sales executive or based on established strategy by market.

• Negotiate on behalf of the client and/or broker with underwriting including using knowledge of current small business renewal strategies to maximize efforts.

• Create enhanced presentation materials for larger premium cases over $150,000 in annual premium.

• Communicate group renewal decision to required departments.
  
  
• Ensure a focus on continued learning in role as the industry and customer needs evolve and new products and services become available.

• in special projects and/or committees with a goal of continual process improvement.
  
  
• Manage implementations from a customer facing perspective for state mandated coverage (TDB, DBL, PFL, TDI, etc).

• Support and back up Regional Account Managers and Regional Implementation Managers including help with implementations in peak season as needed.

• Attend as many implementation calls as possible for new customers in block of business to learn about them while in flight.
  
  

What we offer you

“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

“Symetra is inclusive of all employees regardless of their personal differences.”Darrell J. - Actuary III

“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.”Felicia D. - Financial Reporting Lead Senior Analyst

Benefits and Perks

We 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 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
• Want more details? Check out ourSymetra Benefits Overviewopens a pdf file

Compensation

Hourly Salary Range: $28.93- $ 48.24 plus eligibility for annual bonus program

Who you are

• General Life and Disability knowledge with an understanding of health and welfare benefits.
• Hold a Life and Health insurance license or be able to obtain licensing within first 3 months of being hired
• High School diploma or equivalent experience required

We empowerinclusion.

At Symetra,we aspire to be the most inclusive insurance company in the countrywe’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, 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 effortshere.

Creating a world where more people have access to financialfreedom.

Symetra 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/careers

Work Authorization

Employer 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.

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