← All Jobs
Posted May 6, 2026

Customer Operations Representative - Deferred Annuity Products Expert

Apply Now

Unlock a Rewarding Career with Symetra: Join Our Customer Operations Team!

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We're on a mission to create a world where more people have access to financial freedom. As a leader in the industry, we're committed to providing products and services that people need at a competitive price, communicating clearly and openly, and designing products that stand the test of time.

We're proud to be a company that values diversity, equity, and inclusion (DEI). Our goal is to be the most inclusive insurance company in the country, where every employee feels valued, respected, and has opportunities to contribute. We're building a culture that celebrates diverse experiences, identities, and perspectives, and we're committed to lifting each other up to fuel thought and innovation.

About the Customer Operations Representative Role

We're seeking a highly skilled and detail-oriented Customer Operations Representative to join our team. As a Customer Operations Representative, you'll play a critical role in reviewing and processing financial and non-financial activities for our active Deferred Annuity products. You'll be responsible for understanding federal and municipal tax regulations, differentiating between IRA and NQ accounts, and determining how client requests can impact tax implications.

Key Responsibilities:

What We Offer You

At Symetra, we're committed to helping our employees grow and develop in their careers. We offer a range of benefits and perks designed to make your life better both at work and at home. Our programs are tailored to meet the diverse needs of our employees, and we're proud to offer:

Compensation and Benefits

We're offering a competitive hourly salary range of $21.00-$31.96, plus eligibility for our annual bonus program. Our benefits package is designed to be comprehensive and flexible, with a range of options to suit your needs.

Who You Are

We're looking for a highly motivated and experienced professional to join our team. To be successful in this role, you'll need:

Essential Skills and Competencies:

Career Growth Opportunities and Learning Benefits

At Symetra, we're committed to helping our employees grow and develop in their careers. We offer a range of training and development programs, including:

Work Environment and Company Culture

We're proud of our inclusive culture, where every employee feels valued, respected, and has opportunities to contribute. We're committed to creating a work environment that's supportive, collaborative, and fun. Our employees rave about our culture, saying:

Join Our Team!

If you're a motivated and experienced professional looking for a challenging and rewarding role, we want to hear from you! As a Customer Operations Representative at Symetra, you'll have the opportunity to work with a talented team, develop your skills, and contribute to our mission to create a world where more people have access to financial freedom.

Don't miss this opportunity to join our team and start your journey to a fulfilling career. Apply now and take the first step towards a brighter future!

Apply Now    
Interested in this role?Apply on iHire