Customer Operations Representative

Symetra; United States; Hybrid; USD 30,000 - 47,000; Full time

Job summary

Symetra is seeking a Customer Operations Representative who will review and process financial and non-financial activities for active Deferred Annuity products, including withdrawals, transfers, and setting up recurring payments. You will contact external customers and agents to gather information to complete transactions.

You will work with tax rules, IRA vs non-IRA, and understand how different requests affect tax events, while delivering customer-centric service that supports their financial

Qualifications

• Experience in call center or operations
• Strong customer service orientation, including interpersonal skills
• Clear communicator professionally in writing, on the phone, and in person
• Understanding of processes and procedures for Deferred Annuity products
• Organized with outstanding follow-up skills
• Ability to manage responsibilities and conflicting priorities concurrently
• Ambitious and motivated to research answers, learn quickly, and retain information
• Self-motivated and inclined to take initiative

Responsibilities

• 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 directly impacts their financial well-being
• Develop specialized expertise in tax-sensitive financial transactions

Skills

Call center experience

Customer service

Clear communicator

Taxable event knowledge

Follow-up skills

Prioritization

Self-motivation

Initiative

Job description

Symetra offers a thrilling chance to become part of our team as a Customer Operations Representative !About the roleAs a Customer Operations Representative you are responsible for reviewing 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 to acquire the necessary information to process the requested transactions. Within this role you are responsible for understanding federal and municipal tax regulations, the difference between IRA and NQ accounts, and how different requests and products can affect the client in regard to being a taxable event.What you will doProcess financial and non-financial activities into administrative systems and preparing or keying checks and wiresCollaborate with external customers and agents via telephone or written correspondenceCustomer-centric work that directly impacts their financial well-beingDevelop specialized expertise in tax-sensitive financial transactionsWhy 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 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 - $33.95 plus eligibility for Company Annual BonusWho you areExperienced in call center or operationsStrong customer service orientation, including interpersonal skillsClear communicator professionally in writing, on the phone, and in personUnderstanding of processes and procedures for Deferred Annuity productsOrganized with outstanding follow-up skillsAbility to manage responsibilities and conflicting priorities concurrentlyAmbitious and motivated to research answers, learn quickly, and retain informationSelf-motivated and inclined to take initiativeWe 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 with a cameras-on culture, reliable internet connectivity is important to how we connect, collaborate, and serve our customers. To support 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