Symetra · 3 weeks ago
Assoc New Bus Case Mgr
USA
Full-time
Hybrid
New Grad, Entry Level
$22/hr - $33.95/hrSymetra is a national financial services company dedicated to helping people achieve their financial goals. The Associate New Business Case Manager is responsible for receiving and processing applications, ensuring they meet compliance regulations, and generating contracts once applications are approved.
Financial ServicesHealth InsuranceInsuranceLife Insurance
No H1B
Responsibilities
Perform index and data entry of application information into workflow, customer/agent relationship and administrative systems
Review and analyze all application data entry and determine if an application is in good order
Develops a working knowledge of the products and services offered within the department
Review file for completeness, once complete issue a contract
Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance
Promptly responding to routine and non-routine telephone or e-mail inquiries as well as making outbound follow-up communications in an effort to obtain all requirements
Follow up timely on pending contracts where outstanding requirements still exist and where new requirements have been received
Research analyzes and helps coordinate issues resolution for management, client services, internal sales contacts and agencies/brokers regarding the status of new business and various other issues
Develop and maintain positive relationships with all internal and external customers
May be assigned to assist peers with processing questions and at times mentor peers as needed
May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow up action, and other duties as assigned by management
Qualification
Required
Effective interpersonal skills with a service-minded team attitude
Interact courteously and professionally with a wide variety of internal and external parties
Possess a strong work ethic with a sense of urgency for timely, accurate transaction processing
Possess strong relationship management skills with ability to create and maintain effective business relationships
Ability to thrive in a fast paced, metric-driven, ever-changing environment
Strong organizational skills including ability to prioritize multiple tasks
Effective verbal and written communication skills
Identify and research potential business risks
Have the ability and desire to mentor team members when called upon
Desire to participate in process improvements
Solid computer and keyboard skills
High School diploma or equivalent experience required
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.
Founded in 1957
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-11Acquired
2010-01-22IPO
2004-01-01Private Equity
Leadership Team
David Goldstein
Senior Vice President, General Counsel & Secretary
M
Mike DiGioia
Vice President, Communications
Recent News
Business Wire
2026-01-22
Morningstar.com
2025-11-24
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