Customer Operations Representative

Symetra; Bellevue (WA); Hybrid; USD 30,000 - 47,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommu

401(k) with immediate vesting & match

Paid time off & holidays

Company matching philanthropy

Benefits Overview

Job summary

Symetra is hiring a Customer Operations Representative to review and process financial and non-financial activities for Deferred Annuity products, handling withdrawals, transfers, and recurring payments. You will contact customers and agents to gather required information and ensure compliance with tax regulations and IRA vs NQ account nuances.

The role emphasizes collaboration, accuracy, and customer-centric service, with a remote-first/hybrid setup and a strong benefits package designed to

Qualifications

• Experience in call center or operations environments.
• Strong customer service orientation and interpersonal skills.
• Clear professional communication in writing, on the phone, and in person.

Responsibilities

• Process financial and non-financial activities into administrative systems and prepare checks/wires.
• Collaborate with external customers and agents via phone or written correspondence.
• Provide customer-centric service impacting clients' financial well-being.
• Develop expertise in tax-sensitive financial transactions.

Skills

Call center experience

Customer service orientation

Written and verbal communication

Tax/regulatory knowledge

Understanding of Deferred Annuity

Organized with strong follow-up

Job description

Symetra offers a thrilling chance to become part of our team as a Customer Operations Representative!

About the role

As a Customer Operations Representative youare responsible forreviewing and processing financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. You will contact external customers and agents toacquirethe necessary information to process therequestedtransactions. Within this role youare responsible forunderstanding federal and municipal tax regulations, the difference between IRA and NQ accounts, and how different requests and products can affect the clientin regardtobeing a taxable event.

What you will do

• Process financial and non-financial activities into administrative systems and preparing or keying checks and wires
• Collaborate with external customers and agents via telephone or written correspondence
• Customer-centric work that directlyimpactstheir financial well-being
• Develop specializedexpertisein tax-sensitive financial transactions

Why work at Symetra

"If you want to work for a company that is always considering its employees while working towards sustainable growth this is that company. Within Symetra, there is always innovation, empowerment, and growth opportunities, all while providing us with a great work/life balance and incredible benefits for a very reasonable cost!" Cindy G. - Program Manager
"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 Manager

What we offer you

Wedon'ttake 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 outourSymetra Benefits Overview

Compensation

Hourly Range:$22.00- $33.95plus eligibility forCompany Annual Bonus

Who you are

• Experienced in call center or operations
• Strong customer service orientation, including interpersonal skills
• Clearcommunicatorprofessionally in writing, on the phone, and in person
• Understanding of processes and procedures for Deferred Annuity products
• Organized withoutstandingfollow-up skills
• Ability to manage responsibilities andconflictingpriorities concurrently
• Ambitious andmotivatedto research answers, learn quickly, andretaininformation
• Self-motivated andinclinedto take initiative

We empower inclusion

AtSymetra,we aspire to be the most inclusive insurance company in the country.We'rebuilding a place where every employee feels valued, respected, and has opportunities to contribute.Inclusion is about recognizing our assumptions, considering multipleperspective, 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 freedom

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'reguided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitiveprice;we communicate clearly andopenlyso people understand whatthey'rebuying, and we design products--andoperateour company--to stand the test of time.We'recommitted to showing up for our communities,liftingupour employees, and standing up for diversity,equityand 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: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 mustmaintainauthorization 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 with a cameras-on culture, reliable internet connectivity is important to how we connect, collaborate, and serve our customers. To support a positiveexperience for both employees and customers, Symetra has the following standards for employees' internet connection:

• MinimumInternet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• InternetType: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• NotPermissible: Satellite(e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applyingtojobs atSymetrayou'llbe asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will berequired(after theinitialphone 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 tocomply withverification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civilremedies, iffraud is discovered