Remote New

Retirement Customer Operations Rep - Remote

Symetra
paid holidays, sick time, 401(k), remote work
United States
Sep 19, 2025
Symetra has an exciting opportunity to join our team as a Customer Operations Representative! About the Role The Customer Operations Representative is responsible for review and processing of financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. The Customer Operations Representative contacts external customers and agents to obtain the necessary information to process the requested transactions. Responsible for understanding federal and municipal tax regulations. Understand the difference between IRA and NQ accounts and how client's different request can affect the client in regards to being a taxable event. Being able to differentiate the different products our area administers. What you will do Process financial and non-financial activities into administrative systems and preparing or keying checks and wires Communicate with external customers and agents via telephone or written correspondence Why work at Symetra "Symetra is a great company to work for. The culture is amazing. You will feel like home at Symetra." - Dina O., Plan Specialist "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 we offer you 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 Overview Compensation Hourly Range:$22.00 - $32.95 plus eligibility for annual bonus programs Who you are Must have a basic understanding of IRA's and/or group retirement plans and/or Annuities or equivalent experience. Advanced written and verbal communication skills. Effective computer and software skills. High level of attention to detail and accuracy. Quality conflict and resolution skills. Proven ability to follow procedures Strong leadership and interpersonal skills. Understand department policies and procedures as they pertain to processing transactions. Working knowledge of at least one applicable administration system or equivalent experience. High school diploma required. 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: 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. 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. 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. #LI-BV1 #LI-Remote