Symetra · 12 hours ago
Policy Administrative Representative
Symetra is a national financial services company dedicated to helping people achieve their financial goals. The Policy Administrative Representative will support new business and customer service functions for in-force Workforce Benefits business, handling complex transactions and assisting in team training and development.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Responsible for systems setup. Creation of contract/certificates/administration agreements, amendments of in force contract, and any other contract documents needed for Workforce Benefits
Analyze documents submitted and policy admin systems, determine if additional information is needed. Administration of in force contracts for Workforce Benefits products. Responsible for daily management of work assignments insuring appropriate communication, and that deadlines and Service Level Agreements are met
Obtain and maintain intermediate knowledge of products, processes, industry and company rules regarding pre-sale, policy set up and issue, renewals, revision, amendments, etc
Provide Service and support to Underwriting, Product partners, Field Sales/Service Staff, and other internal teams. Provide customer service to policyholders, broker/agents, sales team etc
Special assignments as indicated such as project participation
Actively participate in unit meetings and provide input to improve workflows and processes Acceptance testing Subject matter expert on one or more functions Training and development of other team members
Training and development of other team members
Qualification
Required
Requires considerable knowledge of duties typically obtained through job-related training and experience
Knowledgeable of specified computer applications; office practices and procedures
Uses initiative and independent judgment within established procedural guidelines
Benefits
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
Company
Symetra
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance.
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-11Acquired
2010-01-22IPO
2004-01-01Private Equity
Leadership Team
Recent News
Morningstar.com
2025-11-24
2025-09-24
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