Remote New

Life and Annuity Customer Solutions Specialist - Remote

Symetra
life insurance, paid holidays, sick time, 401(k), remote work
United States
Sep 17, 2025
Symetra has an exciting opportunity to join our team as a Customer Solutions Specialist! About the Role Serve as a resource to assist life insurance and annuity policy holders who no longer have an active agent to assist them. This role involves providing advice about their existing product(s) and potentially selling new product to orphan customers, or other potential Symetra customers, like beneficiaries. What you will do Become an extension of the Individual Life and Retirement customer service teams in supporting policyholders and beneficiaries who need more advanced assistance and guidance, but who are not currently associated with an independent agent. This may involve recommending changes to or distributions from current products. Conduct needs-based analysis and/or evaluation of suitability of particular products and services. Sell non-variable life insurance and annuity products. Submit and track new applications for customers. Provide ongoing support and guidance as the agent of record. Conduct and manage promotional campaigns via telephone, email or mail, collaborating with marketing, compliance and service. Develop deep expertise in Symetra's legacy and currently sold life and annuity products, as well service and operations processes. Serve as a resource for internal teams, including customer service, sales, operations, claims and other key stakeholders. Create and implement programs aimed at improving our service and support of our customers. Support overflow calls and other tasks for service and operations teams as needed. Conduct administrative tasks as needed. 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:$26.30 - $43.87 plus eligibility for annual bonus programs Who you are Bachelors or associate degree, or equivalent industry experience required. Life and Disability insurance license required (may obtain within 8 weeks of hire). Minimum of two years customer service experience. Minimum of one year experience in the financial services industry where annuities and life insurance were a primary focus. Previous sales experience or strong aptitude for sales. Strong written and verbal communication skills, including conflict resolution and ability to negotiate. he ability to adapt to various communication and negotiating styles. Detail oriented and organized. 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