Customer Solutions Specialist

Symetra
United States
Workplace: HybridFull timeUSD 29.83 - 49.68 hourlyFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Communication","Customer focus","Needs analysis","Relationship building","Administrative support"]

Serve as a licensed-agent resource for inbound customers who don’t have an active agent. Provide guidance on existing Symetra life insurance and annuity products, perform needs-based analysis, and sell non-variable life insurance and annuity products. Support customers as agent of record through calls and emails, including ongoing policy reviews at least annually. Build product and operations expertise and collaborate across customer service, sales, operations, and claims.

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FursaFursa
Symetra
Symetra
1 week ago

Customer Solutions Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Serve as a licensed-agent resource for inbound customers who don’t have an active agent. Provide guidance on existing Symetra life insurance and annuity products, perform needs-based analysis, and sell non-variable life insurance and annuity products. Support customers as agent of record through calls and emails, including ongoing policy reviews at least annually. Build product and operations expertise and collaborate across customer service, sales, operations, and claims.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Advise inbound callers who don’t have an active agent on their existing products and potential product opportunities.
  • •Conduct needs-based analysis/evaluation of product and service suitability.
  • •Sell non-variable life insurance and annuity products, and submit and track new applications.
  • •Provide ongoing support and guidance as agent of record through calls and emails, including annual policy reviews.
  • •Develop deep expertise in Symetra’s life and annuity products and support internal teams, including overflow calls and administrative tasks as needed.

Pay and Benefits

Salary: USD 29.83 - 49.68 hourly
Perks:Remote Work401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent work experience; college degree is a plus.
  • •0-2 years of cumulative, relevant experience.
  • •Willing to obtain required licensing (licensing is not required initially).
  • •Ability to provide advanced guidance to policyholders and beneficiaries who are not associated with an independent agent.
  • •Comfort selling non-variable life insurance and annuity products and submitting/tracking new customer applications.
Experience:InsuranceLife insuranceAnnuities
Education:High School
Skills:CommunicationCustomer focusNeeds analysisRelationship buildingAdministrative support

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn