Job description
Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager!
About the role
As an Associate New Business Case Manager, you will receive and process applications. You will review applications to determine completeness and assess whether the application meets compliance regulations. Once the application is complete, you will also process the transaction and generate a contract.
What you will do
- Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
- Review and analyze all application data and determine if an application is in good order
- Review file for completeness and once complete, issue a contract
- Develop a solid understanding of the products and services offered within the department
- Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services
- Promptly respond to routine and non-routine telephone or e-mail inquiries
- Follow-up on outstanding requirements through outbound communication
- Research, analyze and help coordinate issue resolution for management, client services, internal sales contacts and agencies/brokers regarding new business and various other issues
- Develop and maintain positive relationships with all internal and external customers
- Assist peers with processing questions and mentor peers as needed
- Other duties as assigned
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
Hourly Range: $20.00-$27.64 plus eligibility for annual bonus program
Your experience and skills
- High School Diploma/GED required
- 1 year of relevant work experience
- Effective social skills and relationship building
- Customer service mindset
- Great teammate
- Courteous and professional
- Strong work ethic
- High attention to detail
- Deadline driven
- Able to thrive in a fast paced, metrics-driven, constantly evolving environment
- Strong organizational skills
- Prioritization and multi-tasking
- Effective verbal and written communication skills
- Able to identify and research potential business risks
- Solid computer and keyboard skills
#LI-NW1
#LI-Remote
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