Life Sales Operations Advocate - Remote

Symetra has an exciting opportunity join our team as a Life Sales Operations Advocate!

About the role

As a member of the Life Sales Operations team, you will be primarily responsible for operational support and client advocacy for the Life Sales division by actively participating as a point of contact, providing concierge service throughout the policy process and client experience. Expectations for the role are to identify opportunities that streamline the Sales process, both externally and internally, and maintain a communication bridge between the company and its clients. Also, to work collaboratively, problem solve and facilitate action with all teams within the Life Division, for swift client resolution of inquiries and issues, to ensure business is handled efficiently and effectively.

What you will do

• Proactively manage client communications, track all necessary documentation, pay close attention to any policy changes, important deadlines, etc., for the purpose of ensuring cases are completed efficiently and with a client-centric view.
• Help to cultivate ILD client relationships. Clients can be associated to external customers as well as internal co-workers. Help to provide a culture of transparency and collaboration.
• Collaborate with all members of ILD, within the group such as Operations, Analysts, External RVPs, Internal Sales and Marketing, but also external departments including, but not limited to New Business, Underwriting, Agency Service and Policy Service.
• Manage internal processes that may be manual in nature while thinking strategically toward a smarter method...incorporating opportunities for efficiency/automation whenever possible.
• Assist with daily activities within the Sales team which includes but is not limited to providing input toward the development of system support for deriving main sales metrics using CRM, to ensure that assigned tasks are completed expeditiously and ensure relevant client documentation is appropriate and accurate
• Assist with onboarding of clients or organization of meetings with new and existing clients. Make routine connections (via Coffee Talks or other method) which provide a means for responding to their inquiries and concerns and assist with training and programs where needed.
• Keep up with industry standards, insurance products, current rates, coverages, assist clients, underwriters, sales representatives, account executives, and team with understanding and addressing the newest rules and policy updates
• Maintain partner profiles, contact lists, distribution addresses and other methods of contact which affect client connections.
• Be flexible to adjust duties as needed to coordinate with business needs and industry trends.

Why work at Symetra

"If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit."Daniel P. - Senior Underwriter

"I feel welcome and included at Symetra every day and I really believe you can be you at Symetra. "Megan H. - Deputy Chief Compliance Officer

"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."Cris H. - Vice President, Internal Sales

What we offer you

We 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 full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

Want more details? Check out ourSymetra Benefits Overview

Compensation

Hourly Range: $26.30 - $43.87 plus eligibility for annual bonus program

Who you are

• Associate degree, or high school diploma with 5-7 years related experience. Bachelor's degree preferred.
• 2-3 years life insurance experience, working at an insurance carrier or within the Brokerage Distribution space. At least 1 year of life insurance case management experience preferred.
• 5-10 years in the financial services industry, specifically with life products.
• Possess a strong work ethic with a sense of urgency; ability to prioritize effectively.
• Effective interpersonal skills with a service minded team attitude.
• Able to thoroughly research and problem solve tasks at hand.
• Experience working with and documenting via CRM or other tracking method. Effective verbal and written communication skills.
• Ability to make decisions based on complex risk assessment.

We empower inclusion

At 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 accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

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.

For more information about our careers visit: https://symetra.eightfold.ai/careers

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 to work in the United States throughout their employment with our company.

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