Associate New Business Case Manager

About the role

• The Associate New Business Case Manager is responsible for receiving and processing applications. They will review applications and determine if the application meets the compliance regulations as well reviewing for completeness (IGO/NIGO). Once the application becomes IGO then the Associate Case Manager will process the transaction to generate a contract.

What you will do

Business Transaction Processing:

• Perform and manage indexing and data entry of application information into workflow, customer/agent relationship management, and administrative systems.
• Review and analyze application data to determine whether applications are in good order.
• Develop a working knowledge of the products and services offered within the department.
• Review files for completeness and issue contracts once all requirements are met.

Relationship Management:

• Serve as the primary point of contact for agents, internal wholesalers, the Sales Center, and Client Services regarding application requirements through contract issuance.
• Respond promptly to routine and non-routine telephone and email inquiries, and conduct outbound follow-up to obtain all requirements.
• Follow up promptly on pending contracts with outstanding or newly received requirements.
• Research and analyze issues related to new business status and other inquiries, and help coordinate resolution for management, Client Services, internal sales contacts, and agencies/brokers.
• Develop and maintain positive relationships with all internal and external customers.

Administrative:

• Assist peers with processing questions and provide mentoring as needed.
• Perform administrative activities, including reviewing recurring reports and taking appropriate follow-up action.
• Complete other duties as assigned by management.

Why Work at Symetra

Here’s what some of our employees share about why they choose to work at Symetra:

“I started my Symetra journey through a temp role in Agency Services. I appreciated the flexibility of remote work and the opportunity to learn new areas of the business. Leadership valued my ideas and gave me a chance to contribute and grow, which led to a full-time position. I’ve been able to join ERGs, expand my network, and continue learning on a range of topics. I stay because of the culture - Symetra truly invests in its people, promotes diversity and inclusion, and offers great resources to support both career development and work-life balance.” - Carena M.R.., Unit Manager

“What I was searching for was a company that genuinely valued my voice - and I found that at Symetra. I truly enjoy working one-on-one with our customers, especially when they’re going through life’s toughest moments. Being able to offer support and hear their relief and gratitude when we help - it’s deeply meaningful. That’s what makes me proud to be part of the Symetra team.” - Lilly H., Claims Team Lead

What we offer you

Benefits and Perks

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are built 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 our Symetra Benefits Overview.

Compensation

Hourly Range: $22.00 - $33.95 plus eligibility for annual bonus program.

We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.

Inclusion is about recognizing our assumptions, considering multiple perspective, 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 national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

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.

Please review Symetra's Remote Network Minimum Requirements:

As a remote-first organization with a cameras-on culture, reliable internet connectivity is important to how we connect, collaborate, and serve our customers. To support a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered