Senior Compliance Analyst, Annuity Filings and Operational Support - Remote

Symetra; United States; Hybrid; USD 80,000 - 133,000; Full time

Benefits offered by this job

Flexible hybrid work

401(k) company match up to 6%

Paid time off and holidays

Company matching charitable giving

Job summary

Symetra seeks a Senior Compliance Analyst to support Retirement (annuities) product filings and operations, ensuring regulatory compliance and competitive offerings. You will lead research, interpret laws, draft filings, manage timelines, and mentor junior analysts in a dynamic, remote-leaning environment with hybrid work options.

The role emphasizes cross-functional collaboration, training materials, and nationwide filing initiatives, with extensive experience in SERFF/APPIAN and strong

Qualifications

• 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
• Experience with product development and rate and form filings for individual life and annuity products
• Able to lead projects within and outside the compliance department
• Direct experience with preparing and submitting filings in SERFF / APPIAN
• Strong organizational/analytical and problem-solving skills
• Outstanding verbal and written communication skills with a strong ability to communicate effectively across all levels and partners

Responsibilities

• 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.

Skills

Organizational/analytical

Problem-solving

Verbal/written communication

MS Office

Proofreading

Negotiation

Education

High school diploma

College degree or equivalent experience

8+ years industry compliance 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 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 perspective, 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.

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.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result:

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