Customer Operations Representative - Deferred Annuity Products Expert

Unlock a Rewarding Career with Symetra: Join Our Customer Operations Team! Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We're on a mission to create a world where more people have access to financial freedom. As a leader in the industry, we're committed to providing products and services that people need at a competitive price, communicating clearly and openly, and designing products that stand the test of time. We're proud to be a company that values diversity, equity, and inclusion (DEI). Our goal is to be the most inclusive insurance company in the country, where every employee feels valued, respected, and has opportunities to contribute. We're building a culture that celebrates diverse experiences, identities, and perspectives, and we're committed to lifting each other up to fuel thought and innovation. About the Customer Operations Representative Role We're seeking a highly skilled and detail-oriented Customer Operations Representative to join our team. As a Customer Operations Representative, you'll play a critical role in reviewing and processing financial and non-financial activities for our active Deferred Annuity products. You'll be responsible for understanding federal and municipal tax regulations, differentiating between IRA and NQ accounts, and determining how client requests can impact tax implications. Key Responsibilities: Process financial and non-financial activities into administrative systems, preparing or keying checks and wires as needed. Communicate effectively with external customers and agents via telephone or written correspondence to obtain necessary information to process requested transactions. Maintain a strong level of attention to detail, ensuring accuracy and efficiency in all tasks. Demonstrate a strong commitment to customer service, providing exceptional support to clients and agents. Be process-oriented, following established guidelines and procedures to ensure seamless operations. What We Offer You At Symetra, we're committed to helping our employees grow and develop in their careers. We offer a range of benefits and perks designed to make your life better both at work and at home. Our programs are tailored to meet the diverse needs of our employees, and we're proud to offer: Flexible full-time or hybrid telecommuting arrangements, allowing you to work from home or in the office. A comprehensive 401(k) plan with immediate vesting and company matching up to 6%, helping you plan for your future. Paid time away, including vacation and sick time, flex days, and ten paid holidays, so you can recharge and relax. Opportunities to give back to your community, with company matching donations to support your favorite causes. Compensation and Benefits We're offering a competitive hourly salary range of $21.00-$31.96, plus eligibility for our annual bonus program. Our benefits package is designed to be comprehensive and flexible, with a range of options to suit your needs. Who You Are We're looking for a highly motivated and experienced professional to join our team. To be successful in this role, you'll need: Considerable knowledge of duties typically obtained through job-related training and experience. Knowledge of specified computer applications, office practices, and procedures. The ability to use initiative and independent judgment within established procedural guidelines. Essential Skills and Competencies: Strong attention to detail and organizational skills. Excellent communication and customer service skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Knowledge of financial products and regulations, particularly Deferred Annuity products. Career Growth Opportunities and Learning Benefits At Symetra, we're committed to helping our employees grow and develop in their careers. We offer a range of training and development programs, including: Student of the Business courses, designed to help you learn about our industry and products. Sponsorship of professional certifications, to help you advance in your career. Opportunities to work with experienced professionals who are passionate about their work and willing to share their knowledge. Work Environment and Company Culture We're proud of our inclusive culture, where every employee feels valued, respected, and has opportunities to contribute. We're committed to creating a work environment that's supportive, collaborative, and fun. Our employees rave about our culture, saying: "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 Join Our Team! If you're a motivated and experienced professional looking for a challenging and rewarding role, we want to hear from you! As a Customer Operations Representative at Symetra, you'll have the opportunity to work with a talented team, develop your skills, and contribute to our mission to create a world where more people have access to financial freedom. Don't miss this opportunity to join our team and start your journey to a fulfilling career. Apply now and take the first step towards a brighter future! Apply for this job