Job Description
Symetra has an exciting opportunity to join our team as a Benefits Specialist!
About the role
As a Benefits Specialist you will Support assigned Regional Executives and Voluntary Sales Executives for the Life, Disability, Absence Management and Supplemental Health product lines for inforce business. Accountable for managing relationships with assigned new and existing customers and growing the business while also resolving issues as they arise. The position involves having a working understanding of the external marketplace, generating profitable revenue growth by retaining existing customers, expanding business and achieving customer satisfaction.
What you'll do in this role
- Responsible for providing service to an existing book of business, which requires the following - Serve as designated primary service contact for a book of business consisting of accounts ranging in size from 100-499 lives.
- Provide excellent customer service and respond to customer inquiries received by 2pm in the same day.
- Build strong relationships and collaborate with internal partners to address service inquiries and provide consultative support.
- Partner with Implementation Managers to successfully implement new business.
- Manage all day to day service work including Agent of Record changes, licensing updates, amendment activity, complex billing resolutions, data feed set up, claim escalation resolution and supporting enrollment events. Manage client education around products and services, GO portal and general Symetra processes.
- Attend face to face meetings occasionally with customers including benefit fairs, enrollment meetings and finalist presentations (up to 5% travel).
- Work in partnership with assigned Regional Account Manager on cases 5,000 lives and above to create a dedicated service "team" approach.
- Collaborate with Regional Sales Executives on book of business to identify business growth opportunities.
- Drive proactive service touchpoints with customers and track key activities to show our value to clients.
- Work across organization to resolve issues and provide solutions to client as primary liaison.
- Manage renewal process for designated book of business, which entails, requesting renewal census to prepare for underwriting review.
- Coordinate renewal receipt from underwriting and delivery in partnership with your sales executive or based on established strategy by market.
- Work with Regional Sales Executive to negotiate on behalf of the client and/or broker with underwriting including using knowledge of current small business renewal strategies to maximize efforts.
- Communicate group renewal decision to required departments.
- Ensure a focus on continued learning in role as the industry and customer needs evolve and new products and services become available.
- Participate in special projects and/or committees with a goal of continual process improvement.
- Manage implementations from a customer facing perspective for state mandated coverage (TDB, DBL, PFL, TDI, etc).
- Attend implementation calls for new customers in block of business to learn about them while in flight.
What we offer you
“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. - AVP Internal Sales, Training and Development
“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III
“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst
Benefits and Perks
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 our Symetra Benefits Overviewopens a pdf file
Compensation
Hourly Salary Range: $28.93- $48.24 plus eligibility for annual bonus program
Who you are
- Sales Aptitude and ability to communicate contract provisions to customers. Good verbal, written and interpersonal skills – Ability to manage effective communication.
- Proficient in computer skills, familiar with Windows XP (to include MS Word, MS Excel, and MS Outlook). Excellent time management skills.
- Excellent organizational skills.
- Demonstrate ongoing self-development.
- Strong customer services skills ~ internal and external customers ~ Ability to be persistent while maintaining professionalism in obtaining information to quote, renew and issue contracts.
- Mathematics aptitude. Ability to make independent decisions.
- Problem identification and independent problem solving and creativity.
- Knowledge of all group distribution products and the ability to communicate clearly and concisely.
- Ability to multitask. Ability to anticipate customer needs.
- High School diploma or equivalent experience required
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 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 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.
