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Disability Intake Specialist WBI

Role overview

Qualifications

  • High school diploma required, college degree or cumulative relevant experience preferred
  • Contract, customer service, or data entry experience and knowledge is a plus
  • A customer-first professional who brings genuine care and empathy to every conversation
  • Detail-focused, balancing accurate documentation with timely, attentive service

Responsibilities

  • Provide various external and internal customers with timely, accurate, and customer-focused disability and/or leave claim information.
  • Solicit information from various sources needed to appropriately document new claim submissions.
  • Record summaries of information exchanged in our claim system with a high level of accuracy and detail.
  • Issue timely and accurate claim acknowledgement correspondence.

Key facts

  • Remote from: United States
  • Full time
  • $42K – $65K / year
  • English

Hard skills

Other skills

  • Customer Service
  • Detail Oriented
  • Critical Thinking
  • Collaboration
  • Communication
  • Active Listening
  • Teamwork

About the company

Symetra logo

Symetra

  • Insurance
  • Large
  • 1,001–5,000
Symetra is a financial services company offering annuities, life insurance and employee benefits that help people create secure retirements, protect their families and get benefits at work. We are headquartered in Bellevue, Washington, and have offices across the country. Interested in a career at Symetra, but think you’re not "the insurance type?” You might be surprised by the variety of jobs that keep Symetra rolling. Plus the vast majority of our roles are open to being full-time remote. Check out our latest opportunities at symetra.com/about-us/careers/ To see our social media guidelines, visit: symetra.com/social Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, “Symetra”). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.

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Job description

Symetra offers a thrilling chance to become part of our team as a Disability Intake Specialist WBI!

About the role

As a Disability Intake Specialist you will provide support to the call center with timely, accurate, and customer-focused claim information, gathering information needed to perfect the claim, consistently deliver a superior level of customer service, document the claim system, work with the STD and LTD products.

What you will do

  • Provide various external and internal customers with timely, accurate, and customer-focused disability and/or leave claim information. Taking appropriate actions to earn the customer’s trust and anticipate their needs.
  • Maintain a superior level of genuine caring and empathetic customer service throughout all interactions.
  • Solicit information from various sources needed to appropriately document new claim submissions, ongoing claims, other applicable situations, etc.
  • Record summaries of information exchanged in our claim system with a high level of accuracy and detail easily understood by the user.
  • Apply sound judgment, attention to detail, and critical thinking to identify issues and determine appropriate solutions.
  • Issue timely and accurate claim acknowledgement correspondence.
  • Process incoming documents with high coding integrity and distribute immediately.
  • Work as a team to support one another through flexibility, collaboration, creating a positive work environment, consistently maintaining professionalism and integrity, actively taking steps to foster high morale, and demonstrating a dedication to excellence.
  • Demonstrate an increasing level of proficiency in the products (STD and LTD) managed by the department.

Why Work at Symetra
Here’s what some of our employees share about why they choose to work at Symetra:

“What I was searching for was a company that genuinely valued my voice—and I found that at Symetra. I truly enjoy working one-on-one with our customers, especially when they’re going through life’s toughest moments. Being able to offer support and hear their relief and gratitude when we help—it’s deeply meaningful. That’s what makes me proud to be part of the Symetra team.” - Lilly H., Claims Team Lead

“The atmosphere at Symetra is truly different than at other companies. If you are looking for a company where your voice will matter and be heard, Symetra is the place for you.” Sydney S. - Actuarial Associate II

What we offer you

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are built 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 - $33.95 plus eligibility for a Company Annual Bonus

Who You Are

  • High school diploma required, college degree or cumulative relevant experience preferred
  • Contract, customer service, or data entry experience and knowledge is a plus
  • A customer-first professional who brings genuine care and empathy to every conversation
  • A thoughtful listener who asks the right questions and takes necessary action to develop / identify solutions
  • A clear communicator who makes complex claim information easier to understand
  • Detail-focused, balancing accurate documentation with timely, attentive service
  • A collaborative teammate committed to professionalism, flexibility, and continuous learning

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.

Crafting a world where more people have access to financial freedom

Symetra is a nationwide financial services company committed to assisting individuals in achieving their financial goals and gaining confidence about their future. Our actions are guided daily by the principles of Value, Transparency, and Sustainability. We provide essential products and services at fair prices, maintain open communication so customers clearly understand their purchases, and develop products and manage the company with a focus on long-term success. We emphasize supporting communities, empowering employees, and advancing diversity, equity, and inclusion (DEI). Join us to help create a world where financial freedom is accessible to more people.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

This position does not offer employer-sponsored work visas or related assistance. Candidates must already have legal permission to work in the United States when hired. They must keep this authorization for the entire duration of their employment with our company.

Please review Symetra’s Remote Network Minimum Requirements

As a remote-first organization with a cameras-on culture, reliable internet connectivity is important to how we connect, collaborate, and serve our customers. To support 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/Xfinity, Spectrum), or DSL.
  • NOT Permissible: Satellite (e.g., Starlink), cellular/mobile internet (including hotspots and home wireless services such as Verizon 5G Home, T-Mobile 5G Home Internet, and AT&T Internet Air), any other wireless technology, or wired dial-up.

Test your internet speed and confirm your internet connection meets both Symetra’s minimum speed and internet type requirements outlined above. You must meet the requirement to apply.

Identity Verification

Symetra is committed to fair and secure hiring practices. After the initial phone screen, candidates must be on video for all interviews. Symetra will verify at key points that candidates are not seeking employment fraudulently, such as using a false identity.

Failure to align with verification procedures may result in

  • Disqualification from the recruitment process
  • Withdrawal of a job offer
  • Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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