Customer Operations Specialist – Tax-Savvy Finances

Symetra; Bellevue (WA); Hybride; USD 30 000 - 47 000; Plein temps

Avantages offerts par ce poste

Flexible full-time or hybrid telecommu

401(k) with immediate vesting & match

Paid time off & holidays

Company matching philanthropy

Benefits Overview

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Call center experience

Customer service orientation

Written and verbal communication

Tax/regulatory knowledge

Understanding of Deferred Annuity

Organized with strong follow-up

Description du poste

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