Customer Operations Specialist

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

About the role

As a Customer Service Operations Specialist, you will serve as a subject matter expert on a variety of annuity policy questions and issues, providing support to both internal and external customers. In addition, you will be responsible for processing advanced transactions and performing account and plan maintenance.

In this role, you will be expected to master specific areas of knowledge including, IRS annual contribution limits, plan loan requirements, death claims, taxation regulations, 1035 exchanges, employer sponsored plans, etc. You will work frequently on complex issues with the Legal and Compliance Departments.

What you will do

• Accurate and efficient processing of Financial and Non-Financial Transactions, including fund transfers, corrections
• Handle more technical account changes (e.g. legal updates, internal transfers, account type changes, etc.)
• Respond to inquiries from internal and external customers
• Provide varied support to include complex functions, assigned administrative programs and projects
• Coordinate a broad variety of processes and activities
• Serve as a contact and resource for customers; produce a wide variety of reports
• Identify problems and relevant issues in complex situations, assessing each using past work experience to make sound decisions
• Anticipate patterns and links; look beyond the immediate problem to wider implications
• Generate new and innovative solutions to problems
• Analyze and resolve varied problems; use initiative and independent judgment within established procedural guidelines

Why work at Symetra

“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst

“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

We 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 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: $24.62 - $41.04 plus eligibility for a Company Annual Bonus