Senior Compliance Analyst, Annuity Filings and Operational Support - Remote

Symetra; Bellevue (WA); Remote; USD 80,000 - 133,000; Full time

Benefits offered by this job

Flexible hybrid telecommuting

401(k) plan with company match up to 6

Paid time off + holidays

Company matching gifts

Job summary

Symetra seeks a Senior Compliance Analyst in the Compliance team to support the Retirement (annuities) Division with product filing and operational compliance. You will identify issues, develop recommendations, and consult on state filings strategy, preparing filing materials accurately and promptly.

You will collaborate across departments, manage annual filings, create training materials, and lead technically demanding projects with minimal supervision, mentoring junior analysts.

Qualifications

• 8+ years of industry compliance experience.
• Experience with product development and rate and form filings for individual life and annuity products.
• Ability to lead projects and influence business teams.

Responsibilities

• Coordinate and prepare accurate filings materials for submission to state Departments of Insurance.
• Research, interpret and apply laws, regulations, and filing requirements for Symetra products.
• Assist in drafting policy and application forms that comply with state laws and regulations and prepare materials for filing.
• Prepare product filings, statements of variability, forms listings, certifications and other documentation for filing forms/rates.
• Independently manage complex compliance projects with minimal supervision.
• Collaborate with business teams to provide ongoing support and implement compliant practices.

Skills

Analytical skills

Communication skills

Project leadership

Attention to detail

MS Office

Education

High school diploma

College degree or equivalent experience

Tools

SERFF / APPIAN

Job description

Symetra has an exciting opportunity to join our Compliance team as aSenior Compliance Analyst!

About the role

In this position, you will provide both product filing and operational compliance support for the Retirement (annuities) Division. You will identify and assess compliance issues, developing recommendations to promote long-term, disciplined growth. Additionally, you will consult on state filings strategy, preparing filing materials accurately and promptly.

You will offer superior analytical and project management support for nationwide initiatives, including conducting research, presenting recommendations to senior analysts or the leadership team, and assisting in implementing solutions. Collaboration with other departments will be frequent to ensure our products remain compliant and competitive.

Additional duties include developing and maintaining training materials and procedures, managing annual filings, implementing regulatory forms, and reviewing forms and marketing materials for state filings as appropriate.

What you will do

• Coordinate and prepare accurate and timely filings materials for submission to state Departments of Insurance.
• Research, interpret and apply laws, regulations, bulletins and filing requirements relating to Symetra products and research requests.
• Assist in drafting policy and application forms that comply with state laws and regulations and prepare materials for filing.
• Prepare product filings, statements of variability, forms listings, certifications and other documentation needed for filing forms and/or rates.
• Research and respond to state inquiries/objections related to filings.
• Independently research and consult on filing strategy, represent Filings team/coordinate responses for nationwide research initiatives and projects.
• Coordinate and develop responses to operational inquiries to promote consistent, compliant practices and communications that support positive customer outcomes.
• Monitor tasks and timelines, evaluates risks, provide recommendations and solutions.
• Provide subject-matter expertise on key initiatives across multiple product lines.
• Support a wide range of projects for lines of business and/or with multi-disciplinary teams.
• Independently manage technically demanding compliance projects with minimal supervision.
• Identify and assess compliance issues and develop sound recommendations.
• Work closely with business teams to provide ongoing support.
• Advise business management on compliance issues with limited direction and assists business management in development of practices and procedures.
• Act as a mentor to lower-level analysts by independent leadership with a group or team.

Why work at Symetra

"If you want to work for a company that is always considering its employees while working towards sustainable growth this is that company. Within Symetra, there is always innovation, empowerment, and growth opportunities, all while providing us with a great work/life balance and incredible benefits for a very reasonable cost!" - Cindy G., Program Manager

"If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit." - Daniel P., Senior Underwriter

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

$79,900 - $133,200 annually plus eligibility for Company Annual Bonus

Who you are

• High school diploma required
• College degree of equivalent experience required
• At least 8 years years of experience industry compliance experience required
• Broad understanding of business operations and of the related legislative, regulatory, and in-house company policy requirements associated with them
• Experience with product development and rate and form filings for individual life and annuity products
• Able to affect change in business team practices through personal influence and negotiation skills
• Able to lead projects within and outside the compliance department
• Direct experience with preparing and submitting filings in SERFF / APPIAN
• Prior experience reading contracts, statutes and regulations and comprehending key points/implications for the business with minimal managerial oversight
• Strong organizational/analytical and problem-solving skills, ability to manage multiple tasks and priorities
• Outstanding verbal and written communication skills with a strong ability to communicate effectively across all levels and partners
• Comfortable with technology and learning new systems and platforms - strong MS Office Suite software skills and proofreading
• Detail oriented self-starter able to conduct complex analysis with general direction

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company