Forms Implementation & Compliance Liaison - Remote

Symetra has an exciting opportunity to join the team as a Forms Implementation & Compliance Liaison!

About the role

As the Forms Implementation & Compliance Liaison, you will manage the end-to-end delivery of forms through Workfront from request intake and review through designer handoff, cross-functional approval, and coordinated launch across internal and external platforms. You will also serve as the primary operational liaison between Compliance and the Enterprise Forms Team for work supporting the Retirement, Life, and Benefits divisions. While all team members partner with Compliance on their respective projects and product launches, you will specialize in proactively strengthening this partnership, improving forms-related compliance processes and traceability, and providing research and analysis to support regulatory inquiries, market conduct exams, and other compliance needs.

What You will Do

Forms Implementation & Coordination

• Coordinate the end-to-end implementation of forms through Workfront, from intake and sponsor collaboration through approval and launch.
• Serve as a central point of coordination between stakeholders, designers, and business partners throughout the implementation process.
• Monitor forms requests, answer questions, and provide guidance on using Workfront and related forms processes.
• Coordinate approved forms launches, including timing, action items, and implementation activities across internal and external platforms.

Compliance Partnership & Regulatory Support

• Serve as the primary operational liaison between Compliance and the Enterprise Forms Team for Retirement, Life, and Benefits initiatives.
• Support compliance-driven projects by providing forms research, analysis, and documentation.
• Assist with regulatory inquiries, market conduct exams, and other compliance-related requests.

Relationship Building & Continuous Improvement

• Build strong partnerships across Compliance, Enterprise Forms, and divisional stakeholders.
• Participate in divisional and compliance meetings to support coordination, communication, and proactive planning.
• Support the development of improved processes, standards, and working relationships that strengthen compliance adherence and accountability.

Why Work at Symetra

Here’s what some of our employees have to say about why they work at Symetra:

““If you have longed to work for a company that wants to see that you are not a cookie cutter corporate person and see's your value because of that, you should be at Symetra. If you want to be a part of something more than just the company you work for, you should work at Symetra.” Carly J. - Senior. Quality Assurance Analyst 

“I feel welcome and included at Symetra every day and I really believe you can be you at Symetra. “ Megan H. - Deputy Chief Compliance Officer 

What we offer you

Benefits and Perks

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

Salary Range: Hourly $29.83 - $49.68

Who You Are

• Bachelor's degree in a related field or equivalent combination of education and experience preferred. High School Diploma required.
• Up to 2 or more years of relevant experience
• Ability to build and maintain effective working relationships across Compliance, Legal, Product, Operations, Sales, and Technology teams.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Experience supporting implementations, operational processes, or projects from planning through execution.
• Ability to ensure compliance with established policies, regulatory requirements, and governance standards.
• Critical thinking and problem-solving skills with the ability to identify issues, assess impacts, and recommend solutions.
• Demonstrated ownership, accountability, and follow-through in managing work and meeting deadlines.
• Self-motivated, responsive, and adaptable with a willingness to learn new systems and processes.
• Continuous improvement mindset with a passion for improving processes, reducing risk, and enhancing stakeholder experiences.

 

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 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