Associate Agency Operations Representative

Position Overview

Looking for someone with insurance experience (life insurance, annuities, contracts/licensing experience). Will be a true contract to hire role - looking for someone on the team long term.

Daily Duties:

• Assist with general data entry and administrative duties to assist agencies and back office team – tasks include updating commissions and licensing in the system for agencies, updating account information, etc.
• Very task and process oriented role – will be trained on 16-17 different processes and functions.
• Once fully trained on all 17 processes (takes about 6 months) – begin assisting with customer service duties for 4 hours a day. Taking calls from agents and back office teams – about 10-16 calls per day; calls lasting around 4.5 minutes each.
• A day in the life will consist of beginning on the phones for the morning or afternoon shift, given a list of all tasks to complete by end of day that is prioritized regarding the task need. Navigate working through task list, taking calls, and also required to be working in “production” or working through the administrative tasks between calls.

• Serve as direct point of contact for Agents, Internal Wholesalers, Sales Center, Distribution Partners, Legal, Compliance, and Accounting regarding inquiries related to appointments, agent of record changes, and commission‑related work or inquiries. Promptly respond to routine telephone or e‑mail inquiries, and make outbound follow‑up communications to obtain all requirements.
• Follow up in a timely manner on all work items where outstanding requirements still exist.
• Develop and maintain positive relationships with all internal and external customers, providing excellent customer service via phone, email, and in person. Begin developing the ability to handle more complex or escalated inquiries with guidance as needed.

• Process less complex Distribution Partners' appointments, agent change requests, commission inquiries, and status requests, resulting in accurate and timely commission payments within state regulations and internal procedures.
• Review and analyze work‑item data entry to determine if item is in good order.
• Review item for completeness and once IGO, process according to procedure.
• Begin to develop a working knowledge of the products and services offered by Symetra, leading to correct interpretation and application of contractual terms and obligations. Assist in identifying and resolving basic issues independently and escalates more complex problems appropriately.

• May be assigned to train co‑workers on any team responsibility.
• May be assigned to write or revise procedures according to department standards.
• May do some system testing.
• May perform a variety of administrative activities such as reviewing recurring reports and taking appropriate follow‑up action, as well as other duties as assigned.

• Data entry, insurance, customer service

• High School Diploma/GED
• Insurance experience – 1+ years (life, annuities, contracts & licensing experience)
• Data entry experience – 1+ years
• Strong organizational and prioritization skills
• Ability to multi‑task well
• Strong communication skills

Intermediate Level

This is a Contract to Hire position based out of West Des Moines, IA. This is a fully remote position.

The pay range for this position is $19.00 – $19.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This…