Associate Customer Operations Representative

Company: Symetra
Location: Bellevue
Posted on: January 12, 2021

Job Description:

Symetra has an exciting new opportunity to join our team as an Associate Customer Operations Representative!The Associate Customer Operations Representative is responsible for reviewing and processing financial and non-financial activities for our active annuity products, including, but not limited to: withdrawals, transfers, beneficiary changes, account maintenance. Must be able to maintain a high level of accuracy to ensure a positive customer experience.Your responsibilities* Process customer impacting activities into administrative systems* Communicate with external customers and agents via telephone or written correspondence* Process manual check and wire requests* Prepare checks and correspondence* Account research* Understand department policies and procedures as they pertain to processing transactions* Follow up with others on outstanding issues professionally and promptly* Complete other projects as assignedWhat we offer youWe don't 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 work and telecommute arrangements* Wellness program offering employees a variety of resources designed to assist you in reaching and maintaining your optimum health* Paid time away options to accommodate your needs and life's events, including vacation (our favorite), illness, caring for a family member, volunteering, the birth or adoption of a child, the loss of a family member and more* Ongoing learning and skills development through our college tuition assistance, professional education certification programs and more* Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%* Give back to your community and double your impact through our company matching and/or participate in our company-wide week of service each June* Want more details? Check out our Symetra Benefits Overviewopens a pdf fileYour skills, education and experience* Associates degree or equivalent experience* Course work beyond that level preferred* Expert PC and keyboarding skills including Microsoft Office applications* Ability to work in a fast-paced environment* Strong organizational and interpersonal skills* Ability to multi-task, prioritize, and work under pressure within established timeframes* High level attention to detail and accuracy* Proven ability to learn quickly and follow procedures using multiple PC and mainframe applications* Ability to follow up with others on outstanding issues professionally and promptly* Customer service and telephone experience preferredWe empower inclusionAt Symetra, we're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives and removing barriers.We embrace and celebrate diverse experiences, identities and perspectives, because lifting each other up fuels thought and creates a stronger, more innovative company. We invite you to learn more about our efforts here.In a complex industry, we strive for clarity.Symetra is a dynamic and growing financial services company with 60 years of experience and customers nationwide. In our daily work delivering retirement, employee benefits, and life insurance products, we're guided by the principles of VALUE, TRANSPARENCY AND SUSTAINABILITY. That means we provide products and services people need at a competitive price, we communicate clearly and honestly so people understand what they're getting, and we build products that stand the test of time. We work hard and do what's right for our customers, communities and employees. Join our team and share in our success as we work toward becoming the next national player in our industry.Learn more about our careers at www.symetra.com/careers.

Keywords: Symetra, Bellevue , Associate Customer Operations Representative, Other , Bellevue, Washington