Customer Solutions Specialist

Symetra Financial Corporation; Northern (KY); Hybrid; USD 85,475,000 - 142,353,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommu

401(k) plan with company matching up

Paid time away including vacation and

Company matching donations

Job summary

Symetra invites you to join us as a Customer Solutions Specialist. You will serve as a resource for inbound calls from policyholders and beneficiaries, advising on life insurance and annuity products, and guiding opportunities for additional coverage.

You will work without an active agent and may collaborate with internal teams to improve service. This role requires needs-based analysis, product knowledge, and the ability to communicate clearly.

Qualifications

• High school diploma or equivalent or higher.
• 0-2 years of relevant experience.
• Licensing not required but willing to obtain.

Responsibilities

• Advise policyholders and beneficiaries on existing products and opportunities.
• Perform needs-based analyses and evaluate suitability of life insurance and annuity products.
• Submit and track new applications; maintain ongoing communication with customers annually.

Skills

Needs-based analysis

Policyholder guidance

Sales (life insurance)

Customer service

Education

High school diploma or equivalent

College degree a plus

Job description

Symetra offers a thrilling chance to become part of our team as a Customer Solutions Specialist!

About the role

Serve as a resource to all inbound Symetra callers who no longer have an active agent, assisting them with current and new Symetra life insurance and annuity products. This role involves providing advice about their existing products and potential selling new products. This role provides strategic guidance on current products and supports the assessment of new product opportunities. Serve as a resource to all of Symetra's current orphaned customers and other potential Symetra customers.

What you will do

• Advice/Guidance: Become an extension of the Individual Life and Retirement customer service teams in supporting policyholders and beneficiaries who need more advanced assistance and guidance that only a licensed agent can offer, and who are not currently associated with an independent agent. This may involve recommending changes to current products.
• Conduct needs-based analysis and/or evaluation of suitability of products and services. Sell non-variable life insurance and annuity products. Submit and track new applications for customers. Provide ongoing support and guidance as the agent of record going forward. This includes continuous communication through calls and emails and policy reviews with the customer no less than annually.
• Develop deep expertise in Symetra's legacy and currently sold life and annuity products, as well as service and operations processes. Serve as a resource for internal teams, including customer service, sales, operations, claims and other key stakeholders. Build and maintain close relationships of communication with other internal departments to best serve our customers. Create and implement programs aimed at improving our service and support of our customers. Support overflow calls and other tasks for service and operations teams as needed. Conduct administrative tasks as needed.

Why Work at Symetra

Here's what some of our employees share about why they choose to work at Symetra:

"I chose Symetra because I heard it was a pro-employee company--and it's absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow--both within your role and beyond--make it a great place to build your career." \- Alicia L., Claims Examiner

"What I was searching for was a company that genuinely valued my voice--and I found that at Symetra. I truly enjoy working one-on-one with our customers, especially when they're going through life's toughest moments. Being able to offer support and hear their relief and gratitude when we help--it's deeply meaningful. That's what makes me proud to be part of the Symetra team." \- Lilly H., Claims Team Lead

What we offer you

Benefits and Perks

• 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 our Symetra Benefits Overview.

Compensation

Hourly Range: $29.83 - $49.68 plus eligibility for annual bonus program.

Who You Are

• High school diploma or equivalent work experience, college degree a plus.
• 0-2 years of cumulative, relevant experience
• Licensing is not required, but you must be willing to obtain

We empower inclusion At 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 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'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 they 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.

Please review Symetra's Remote Network Minimum Requirements:

• 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.

Identity Verification

Symetra 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 process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered