Associate New Business Case Manager

Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager!

About the role

The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.

What you'll do in this role

Business Transaction Processing:

• Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
• Review and analyze all application data entry and determine if an application is in good order.
• Develops a working knowledge of the products and services offered within the department.
• Review file for completeness, once complete issue a contract.
  
  

Relationship Management:

• Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance. This includes but is not limited to promptly responding to routine and non-routine telephone or e-mail inquiries as well as making outbound follow up communications in an effort to obtain all requirements.
• Follow up timely on pended contracts where outstanding requirements still exist and where new requirements have been received.
• Researches, analyzes and helps coordinate issues resolution for management, client services, internal sales contacts and agencies/brokers regarding the status of new business and various other issues.
• Develop and maintain positive relationships with all internal and external customers
  
  

Administrative:

• May be assigned to assist peers with processing questions and at times mentor peers as needed.
• May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, and other duties as assigned by management.
  
  

What we offer you

"I truly believe there's something for everyone at Symetra. No matter what your passion is, if you enjoy being part of something bigger than yourself and want to make a meaningful difference, this is the place for you. We're more than just an insurance company-we're a community with purpose." - Joanne S., AVP Compliance

"Symetra cares about doing what's right for their customers and that we have a great culture." - Jackie B., Regional Account Manager

Benefits and Perks

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 ourSymetra Benefits Overviewopens a pdf file

Compensation

Hourly Salary Range: $22.00- $32.95 plus eligibility for annual bonus program

Who you are

• Effective interpersonal skills with a service minded, team attitude

• Interact courteously and professionally with a wide variety of internal and external parties

• Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing

• Possess strong relationship management skills with ability to create and maintain effective business relationships.

• Ability to thrive in a fast paced, metrics-driven, ever-changing environment

• Strong organizational skills including ability to prioritize multiple tasks

• Effective verbal and written communication skills * Identify and research potential business risks

• Have the ability and desire to mentor team members when called upon

• Desire to participate in process improvements *Solid computer and keyboard skills

• High School diploma or equivalent experience required

We empowerinclusion.

At Symetra,we aspire to be the most inclusive insurance company in the countrywe're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, 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 effortshere.

Creating a world where more people have access to financialfreedom.

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 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/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.

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