Associate Customer Operations Representative

Symetra
United States
Workplace: OnsiteFull timeUSD 22 - 30.87 hourlyFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Communication","Organization","Interpersonal skills","Multi-tasking","Attention to detail"]

Review and process financial activities for Symetra’s active annuity products, including withdrawals, transfers, beneficiary changes, and account maintenance. You’ll handle account update requests, prepare or key checks and wires, and work directly with customers and agents to resolve open issues. The role also supports administrative system processing, may cross-train with other teams, and completes additional projects as assigned.

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FursaFursa
Symetra
Symetra
6 days ago

Associate Customer Operations Representative

✓ 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 3 months ago

Job Summary

Review and process financial activities for Symetra’s active annuity products, including withdrawals, transfers, beneficiary changes, and account maintenance. You’ll handle account update requests, prepare or key checks and wires, and work directly with customers and agents to resolve open issues. The role also supports administrative system processing, may cross-train with other teams, and completes additional projects as assigned.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Process financial and non-financial activities into administrative systems for active annuity products.
  • •Handle account maintenance requests such as billing updates and address changes.
  • •Prepare or key checks and wires.
  • •Directly contact customers and/or agents to resolve open issues.
  • •Cross-train with other teams as needed and complete other assigned projects.

Pay and Benefits

Salary: USD 22 - 30.87 hourly
Perks:401kPaid LeaveRemote Work

Key Requirements

  • •High school diploma required; associates degree or equivalent experience preferred.
  • •Preferred customer service experience.
  • •Strong written and verbal communication skills.
  • •Effective computer and software skills; capable of following procedures and processes.
  • •Able to work in a fast-paced environment with high attention to detail and accuracy.
Education:High School
Skills:CommunicationOrganizationInterpersonal skillsMulti-taskingAttention to detail

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