Associate New Business Case Manager - Remote

at  Symetra Financial

Symetra has an exciting opportunity to join our team as an Associate New Business Case Manager!

YOUR EDUCATION, EXPERIENCE, AND SKILLS

• College degree preferred
• 1+ years of relevant experience
• Effective interpersonal skills with a service minded team attitude
• Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
• Strong organizational skills including ability to prioritize multiple tasks
• Effective verbal and written communication skills
• Identify and research potential business risks
• Have the ability and desire to mentor team members when called upon
• Desire to participate in process improvements
• Solid computer and keyboard skills

ABOUT THE ROLE

You will be responsible for processing applications for Symetra Life or Annuity Divisions, reviewing applications, processing replacements, and ensuring that all documents meet state regulations. Upon completeness of the application and suitability/underwriting approval, you will process the case and create a contract for delivery.

RESPONSIBILITIES

• Review and analyze all application data and obtain required supporting documents as needed. Determine if an application file is complete and in good order.
• Issue contracts for delivery.
• Develop a working knowledge of the products and services offered within the department.
• Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance.
• Respond to routine and non-routine telephone or e-mail inquiries as well as making outbound follow up communications to obtain all requirements.
• Perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, for contract assembly and mailing and other duties as assigned by management.