Job Details

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 will do

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.

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.

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.

Why work at Symetra

"Symetra will spoil you. There arent many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst

"I feel welcome and included at Symetra every day and I really believe you can be you at Symetra." - Megan H., Deputy Chief Compliance Officer

What we offer you

We dont 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 annual bonus programs

Who you are

College degree or equivalent work experience.

3-5 years of cumulative, relevant experience.

Detail oriented.

Clear communication skills.

High school diploma required.

We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. Were building a place where every employee feels valued, respected, and has opportunities to contribute.
Inclusion is about recognizing our assumptions, considering multiple perspective, 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, were 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 theyre buying, and we design products--and operate our company--to stand the test of time. Were 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:

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.

Please review Symetras Remote Network Minimum Requirements:
As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees internet connection:

Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCCs definition of "broadband."

Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.

Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra youll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetras standard as outlined above.

Identity Verification
Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in:

Disqualification from the recruitment process

Withdrawal of a job offer

Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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