Symetra has an exciting opportunity to join our service team as an Agency Associate Operations Representative!
About the role
The Associate Operations Representative will gain a broad range of knowledge in Contracts & Licensing and/or Commissions, providing support to distribution partners for tasks such as agent appointment, agent adds or changes, commission inquiries, as well as all other related production work. The Agency Associate Operations Representative must accurately review, process, and answer agent related requests and inquiries. This position requires strong customer service skills.
What you'll do in this role
Relationship Management:
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- Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center, Distribution Partners, Legal, Compliance, and Accounting regarding inquiries related to appointments, agent of record changes, and commission related work or inquiries. This includes promptly responding to routine telephone or e-mail inquiries, as well as making outbound follow-up communications, to obtain all requirements.
- Follow-up in a timely manner, on all work items, where outstanding requirements still exist. •Develop and maintain positive relationships with all internal and external customers, providing excellent customer service via phone, email, and in person.
Business Transaction Processing:
- Process less complex Distribution Partners' appointments, agent change requests, commission inquiries, and status requests, resulting in accurate and timely commission payments within state regulations and internal procedures
- Review and analyze work-item data entry to determine if item is in good order.
- Review item for completeness and once IGO, process according to procedure.
- Begin to develop a working knowledge of the products and services offered by Symetra, leading to correct interpretation and application of contractual terms and obligations.
Administrative:
- May be assigned to train co-workers on any team responsibility.
- May be assigned to write or revise procedures according to department standards. •May do some system testing.
- May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow-up action, as well as other duties as assigned.
What we offer you
"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. - AVP Internal Sales, Training and Development
"Symetra is inclusive of all employees regardless of their personal differences." Darrell J. - Actuary III
"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
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 our Symetra Benefits Overview
Compensation
Hourly Salary Range: $21. - $ 28.24 plus eligibility for annual bonus program
Requirements
Your experience and skills
- Effective interpersonal skills with a service minded, team attitude - includes relationship management, with ability to create and maintain effective business relationships
- Courteous and professional interaction with a wide variety of internal and external contacts - demonstrated commitment to excellent customer service
- Effective written and verbal communication skills
- Strong work ethic, with a sense of urgency for timely, accurate transaction processing
- Ability to thrive in a fast paced, metrics-driven, ever-changing environment
- Strong organizational skills including ability to prioritize multiple tasks
- Ability to make risk-based decisions
- Ability and desire to mentor team members when called upon •Solid computer and keyboard skills
- Strong research skills
- Proactive investigator and problem solver
- Initiative to discover issue root cause
- Seeks responsibility and accountability •Organized in work habits and excels in precise documentation
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 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 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 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:
www.symetra.com/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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