Associate Customer Operations Representative

Symetraexternal

Telecommuter, WA, US Until 10/6/2026 1+ years exp First posted August 7, 2026 Last posted August 7, 2026

Job description

Summary

Responsible for providing inbound/outbound telephone support to our customers and agents. Assists with requests both written and verbal. Responsible for reviewing and processing financial and non-financial activities for our Term product, including, but not limited to: beneficiary changes, payment information, grace and lapse data and general account maintenance. Must be able to maintain a high level of accuracy to ensure a positive customer experience.

Responsibilities

✔ Answer incoming phone calls from agents and customers, assisting with a variety of inquiries, including status on pending new business applications and pending in-force transactions; assisting with specific in-force policy questions, product information, information on rates, and service issue resolution. Required to document detailed and concise notes on all interactions.
90%

✔ Process financial and non-financial activities into administrative systems.
20%

Skills

✔ Attention to Detail
3 - Proficient

✔ Conflict Resolution
1 - Emerging

✔ Customer Service
1 - Emerging

✔ Digital Literacy
2 - Developing

✔ Follow Procedures
2 - Developing

✔ Insurance Knowledge
1 - Emerging

✔ Process Oriented
3 - Proficient

✔ Written and Verbal Skills
2 - Developing

Specialty Education Required

College degree or equivalent work experience.

Designations and/or Certifications Required

Professional certifications or designations appropriate and relevant for this role.

Typical Years of Experience

1-3 years of cumulative, relevant experience

Impact

Frequently works with a variety of internal customers providing standard information. May contact external/internal customers/clients and answer questions.

Job Complexity

Provides basic support. Identifies problems and all relevant issues in straightforward situations, assesses each using standard procedures.

Skills And Knowledge

Entry level support role. Some prior work experience. Requires general skills, basic understanding of computer applications and data entry. Good organizational skills.

Reporting Structure

Completes task as assigned, but can self-assign basic tasks as needed. Works within established procedures under direct supervision. No supervisory responsibilities.

Contact with Others

Internal and External Customers, Field employees, agents and inside contact with unit, department, and company employees

About this role

Summary

Provide customer support, process account activities, assist with inquiries and documentation.

Job title

Associate Customer Operations Representative

Experience level

1-3 years

Minimum experience

1+ years exp

Industry

insurance

Location requirements

remote work allowed, based in Washington, USA

Salary

Not specified

Management role

Skills & keywords

Required skills

attention to detailconflict resolutioncustomer servicedigital literacyfollow proceduresinsurance knowledgeprocess orientedwritten and verbal skills

Preferred skills

None specified

Specializations

customer servicecommunicationdata entryinsurance

Locations

Structured locations inferred from the posting.

Washington, USA

Remote State