Customer Solutions Specialist

Symetra Life Insurance Company; United States; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Symetra Life Insurance Company is seeking a full-time Customer Solutions Specialist to guide clients on life insurance and annuity products, perform needs-based analyses, and maintain ongoing communication in a hybrid telecommuting setup.

You will serve as an extension of customer service, evaluate product suitability, and collaborate with internal teams to improve service delivery while building product expertise.

Qualifications

• High school diploma or equivalent; college degree preferred.
• 0-2 years of relevant experience.
• Willingness to obtain necessary licensing.

Responsibilities

• Serve as an extension of customer service teams to assist policyholders needing advanced support.
• Conduct evaluations of product suitability and sell non-variable life insurance and annuity products.
• Develop expertise in Symetra's products and collaborate with internal teams to enhance customer service.

Skills

Customer service

Needs analysis

Sales experience

Licensing readiness

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

To support Symetra's orphaned customers, the full-time Customer Solutions Specialist will provide guidance on life insurance and annuity products, conduct needs-based analyses, and maintain ongoing communication with clients while working in a hybrid telecommuting environment.

Key responsibilities

• Serve as an extension of customer service teams to assist policyholders needing advanced support


• Conduct evaluations of product suitability and sell non-variable life insurance and annuity products


• Develop expertise in Symetra's products and collaborate with internal teams to enhance customer service

Required qualifications

• High school diploma or equivalent work experience; college degree preferred


• 0-2 years of relevant experience


• Willingness to obtain necessary licensing