Note: The job is a remote job and is open to candidates in USA. Symetra is hiring a Customer Operations Representative to review and process financial and non-financial activities for active Deferred Annuity products. The role involves obtaining information from customers and agents, processing transactions, and applying knowledge of tax-sensitive financial activity.
Responsibilities
- 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
- 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
Skills
- 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 outstanding follow-up skills
- Ability to manage responsibilities and conflicting priorities concurrently
- Ambitious and motivated to research answers, learn quickly, and retain information
- Self-motivated and inclined to take initiative
- 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
Benefits
- Flexible full-time or hybrid telecommuting arrangements
- 401(k) plan with immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Company matching to double your impact when giving back to your community
- Eligibility for Company Annual Bonus
Company Overview