Customer Operations Representative
SymetraAbout the role
Symetra offers a thrilling chance to become part of our team as a Customer Operations Representative!
About the role
As a Customer Operations Representative you are responsible for reviewing and processing financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. You will contact external customers and agents to acquire the necessary information to process the requested transactions. Within this role you are responsible for understanding federal and municipal tax regulations, the difference between IRA and NQ accounts, and how different requests and products can affect the client in regard to being a taxable event.
What you will do
- Process financial and non-financial activities into administrative systems and preparing or keying checks and wires
- Collaborate with external customers and agents via telephone or written correspondence
- Customer-centric work that directly impacts their financial well-being
- Develop specialized expertise in tax-sensitive financial transactions
Why work at Symetra
“We're big enough to make an impact on the country, but small enough to care and know who you are and what you're contributing to the organization. All new ideas are welcome!” Stephanie F. – VP Customer Service & Operations
“Symetra may not have the same brand recognition as some of our competitors, but we're making some serious strides and that makes for a lot of promotional opportunities combined with great benefits, work-life balance, and a solid work environment.” Kiernan H. - Project 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: $22.00 - $33.95 plus eligibility for Company Annual Bonus
Qualifications
Who you are
- Experienced in call center or operations
- Strong customer service orientation, including interpersonal skills
- Clear communicator professionally in writing, on the phone, and in person
- Understanding of processes and procedures for Deferred Annuity products
- Organized with outstand
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