Customer Solutions Specialist

Serve as a resource to all inbound Symetra callers who no longer have an active agent, assisting them with current and new Symetra life insurance and annuity products. This role involves providing advice about their existing products and potential selling new products, offering strategic guidance on current products, and supporting the assessment of new product opportunities. Serve as a resource to all of Symetra’s current orphaned customers and other potential Symetra customers.

Responsibilities

• Advice/Guidance: Support policyholders and beneficiaries who need advanced assistance and guidance that only a licensed agent can offer, specifically those not currently associated with an independent agent. This may involve recommending changes to current products.
• Conduct needs-based analysis and/or evaluation of suitability of products and services.
• Sell non-variable life insurance and annuity products.
• Submit and track new applications for customers.
• Provide ongoing support and guidance as the agent of record, including continuous communication through calls and emails and policy reviews with the customer no less than annually.
• Develop deep expertise in Symetra’s legacy and currently sold life and annuity products, as well as service and operations processes.
• Serve as a resource for internal teams, including customer service, sales, operations, claims, and other key stakeholders.
• Build and maintain close relationships of communication with other internal departments to best serve customers.
• Create and implement programs aimed at improving service and support for customers.
• Support overflow calls and other tasks for service and operations teams as needed.
• Conduct administrative tasks as needed.

Requirements

• High school diploma or equivalent work experience; college degree a plus.
• 0-2 years of cumulative, relevant experience.
• Licensing is not required, but you must be willing to obtain it.

Benefits

• Flexible full-time or hybrid telecommuting arrangements.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Paid time away including vacation and sick time, flex days, and ten paid holidays.
• Community impact through company matching for charitable contributions.

Pay

Hourly Range: $29.83 - $49.68 plus eligibility for annual bonus program.

About Symetra

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We provide products and services at a competitive price, communicate clearly and openly, and design products—and operate our company—to stand the test of time. We are committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI).

Work authorization: Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization throughout their employment.

Remote Network Minimum Requirements: As a remote-first organization, Symetra requires a minimum internet speed of 100 Mbps download and 20 Mbps upload (broadband). Permissible internet types include Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Satellite, cellular broadband, or dial-up connections are not permissible.