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Associate New Business Case Manager

Symetra · Remote
RemoteFull-timeGeneralEntry Level$47,000–$63,000/yr
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About the Associate Business Case Manager role

Associate Business Case Manager positions focus on delivering results in their domain. This page aggregates open Associate Business Case Manager roles and what employers typically expect.

Symetra is looking for an Associate New Business Case Manager who is going to be 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. Responsibilities: - Business Transaction Processing: 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. - Relationship Management: Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center and Client Services regarding requirements gathering for applications through to contract issuance. This includes but is not limited to 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 pended contracts where outstanding requirements still exist and where new requirements have been received. - Researches, 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. Administrative: 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. (5%) **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 committed to providing 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:Fi…

Salary estimate

$47,000 – $63,000/yr
Provided by the employer.

Skills for this role

Sales

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About Symetra

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