Associate New Business Case Manager

Symetra
United States
Workplace: OnsiteFull timeUSD 22 - 32.95 hourlyFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Interpersonal skills","Service mindset","Teamwork","Relationship management","Organizational skills","Communication","Urgency","Process improvement"]

Process and review new business applications to ensure compliance and completeness (IGO/NIGO), then generate contracts once applications are in good order. Enter and index application data into internal systems, analyze information quality, and manage administrative workflows. Serve as the primary contact for agents and internal teams from application through contract issuance, resolving inquiries and coordinating issue resolution while maintaining accurate, timely follow-ups.

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FursaFursa
Symetra
Symetra
4 days ago

Associate New Business Case Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Process and review new business applications to ensure compliance and completeness (IGO/NIGO), then generate contracts once applications are in good order. Enter and index application data into internal systems, analyze information quality, and manage administrative workflows. Serve as the primary contact for agents and internal teams from application through contract issuance, resolving inquiries and coordinating issue resolution while maintaining accurate, timely follow-ups.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Receive and process applications, reviewing compliance requirements and completeness (IGO/NIGO) before contract issuance.
  • •Perform index and data entry of application information into workflow, customer/agent relationship, and administrative systems.
  • •Review application files for accuracy and completeness; once complete, issue the contract.
  • •Serve as primary point of contact for agents, internal wholesalers, sales center, and client services throughout application-to-contract process.
  • •Follow up on pending contracts, gather outstanding information, and coordinate issue resolution for management and stakeholders as needed.

Pay and Benefits

Salary: USD 22 - 32.95 hourly
Perks:401kAnnual BonusPaid LeaveRemote Work

Key Requirements

  • •High school diploma or equivalent experience.
  • •Effective interpersonal skills with a service-minded, team attitude.
  • •Strong relationship management skills to build and maintain effective business relationships.
  • •Strong organizational skills with the ability to prioritize multiple tasks and process transactions accurately and timely.
  • •Strong verbal and written communication skills, with ability to identify and research potential business risks and participate in process improvements.
Experience:InsuranceFinancial services
Education:High School
Skills:Interpersonal skillsService mindsetTeamworkRelationship managementOrganizational skillsCommunicationUrgencyProcess improvement

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