Position Summary:

Primary responsibilities are to provide administrative support. 

Provide Administrative Support

• Support LICONY staff as needed
• Answer phones and greet visitors
• Open and distribute daily mail
• Schedule meetings and maintain calendar
• LICONY Directory
• Coordinate annual membership updates and maintain updated information
• Prepare correspondence and make copies for distribution
• Maintain and order miscellaneous meeting and office supplies
• Coordinate CLE (agenda, requirements and materials)
• Online Bank deposits
• Maintain filing system and files
• Maintain database and Outlook Committees
• Yearly profile update email
• Facilitate technical support for computers, copiers, server, postage machine and telephones
• Create and maintain filing systems, both electronic and physical
• Schedule NCOIL/NAIC dinners
• Adopt a family
• Daily Digest back up
• Make travel arrangements as needed
• COELIG back up
• LRS back up

Database Maintenance

• Continually update database and outlook with member contact information and distribution lists.

Assist in the preparation of meetings for LICONY

• Work with Legislative Managing Director on the Tax Conference - secure location for meeting, coordinate catering, set-up, lodging and transportation for attendees for LICONY Tax Conference, including registration, CLE/CPE
• Responsible for coordinating Compliance Webinar
• Assist LICONY members with meeting registrations
• Manage copying and collation of materials
• Obtain speakers and/or guest biographies, where appropriate
• Prepare nametags and tents for attendees
• Perform all steps to “close” meeting, including finalize meeting materials (i.e., agenda, roster, emailing electronic materials and travel arrangements)
• Day on the Hill events: schedule legislative meetings for LICONY members and prepare materials for Annual Day on the Hill Event

Experience:

5 years administrative experience required. Excellent interpersonal, verbal and writing skills. High degree of organizational skills, detail orientated and proficiency in MS Office 365 and MS Office, including Outlook, Teams, Word, Excel and PowerPoint.

Education:

An associate’s degree is required.

Description of Duties & Responsibilities of an Associate Security Analyst:

• Analyze, test, recommend and implement improvements to information security protocols, procedures and systems. Analyze and respond to Threat Intelligence information and recommend or provide countermeasures as required to mitigate risks associated with vulnerabilities relevant to the operating environment.
• Monitor, investigate and analyze security events from various systems and create reports of analysis for management.
• Accurately and promptly Identify security risks and exposures, determine cause of security violations and recommend procedures for resolution of identified issues. Install, Configure and monitor approved tools and recommend countermeasures.
• Perform vulnerability testing, penetration testing, risk analyses and security assessments as assigned by management.
• Continually develop knowledge and skill in field of work through attendance at relevant training programs, conferences, seminars, and through self-study.
• Assist with planning and participate in the organization and implementation of Company security and security awareness training.
• Interface with security vendors to resolve any outstanding issues and investigate anomalies.
• Maintain a current level of knowledge and training regarding changing cybersecurity requirements, vulnerabilities, threats and countermeasures. Research and keep abreast of industry developments including but not limited to technology and security environments, risks and controls.

Required Skills & Experience of an Associate Security Analyst:

• Up to 2 years of information technology experience required. 
• Experience with cyber security, penetration testing and networking required.
• Certified Ethical Hacker (CEH), Certified Information Systems Security Professional (CISSP), Certified Penetration Tester (CPT) or Certified Web App Penetration Tester (CWAPT) preferred.
• Intermediate proficiency with Microsoft Windows and Microsoft Windows Suite required. 
• Experience with Mac, Windows and Linux operating systems required. 
• Experience with TCP/IP, firewalls, intrusion prevention and SEIM systems required. 
• Strong written and verbal communication skills.
• Ability to handle multiple priorities simultaneously. 
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to adapt to change and work under pressure.

Education Required: Bachelor’s Degree in Information Systems or related field of study is required.   

As an Underwriting Consultant, you will be responsible for efficient and quality underwriting of traditional and informal cases, which many will involve complex medical and/or financial histories. Build and maintain positive relationships with the field force, including brokerage agencies, that will equate to placement of business and expansion of sales. This position will also work closely with the Underwriting staff to assist with processing support, mentoring, co-signs and additional projects as needed.

SML supports remote work for NY, PA, NJ, CT, MA, AL, FL, TX, OH, MN, IN, GA, IL, IA, AZ and NC.  This position cannot be performed in the City of New York. If you are interested in this position, but don’t live near Binghamton, NY, this may be an opportunity for you! 

The level of the position will be determined by relevant skills, experience and qualifications. 

Description of Duties and Responsibilities of an Underwriting Consultant or Senior Underwriting Consultant:

• Demonstrate a mastery of the Company’s product portfolio, implementation and enrollment processes, and marketplace influences.
• Deliver dependable, accurate and timely service while maintaining relationships with internal and external partners.
• Review and apply holistic underwriting approach when reviewing exams, laboratory results, medical tests, and attending physician statements/electronic health records using published underwriting and reinsurance manual guidelines.
• Develop and conduct underwriting presentations for Senior Management, Claims Examiners, Field, Home Office and brokerage distributors and other parties. Answer questions, provide support, and offer resources as necessary.
• Conduct high quality risk assessments on all cases to assure business guidelines, target profit and metrics are met.
• Participate in development and/or delivery of Underwriting and product training material.
• Participate in and review internal audit and identify opportunities for improvement to underwriting quality gaps.
• Act as a technical resource for the Underwriters and provide developmental feedback on case level decisions within the context of a mentoring relationship.
• Analyze competitive market intelligence to identify trends. Provide guidance regarding the business unit’s performance, financial results, profitability, competition and market trends.
• Engage in advanced phone and email contact with Reinsurers regarding resolution of questions on potential cases.
• Underwrite cases in an efficient, sound, objective, and consistent manner with consideration for the Company’s philosophies, profitability, mortality expectations, and marketplace needs.
• Provide ongoing support to internal and external customers. Engage in communication with field associates, internal staff, and vendors in support of Company mortality, profitability, and sales objectives.
• Manage case inventory within time standards established by department management.
• Monitor case queue of supervised Underwriter Trainees.
• Special projects as needed or assigned.

Required skills and experience of an Underwriting Consultant or Senior Underwriting Consultant:

• Minimum of 6 years of related experience is required.
• Excellent verbal and written communication skills while working with different levels of both internal and external stakeholders.
• Demonstrated ability to handle sensitive and difficult customer service situations is required.
• Training experience in an underwriting environment is required.
• Knowledge of company and industry products and procedures preferred.
• Chartered Life Underwriter (CLU) and industry involvement through participation (board member, program committee, or past president) in a local, regional, or national underwriting association is preferred.  
• Intermediate proficiency with Microsoft Word and Excel required.
• Fellow Life Management Institute (FLMI) and Fellow, Academy of Life Underwriting (FALU) are both preferred.
• Ability to work on a team and independently. 
• Ability to adhere to timelines and schedules without sacrificing quality. 
• Ability to pay attention to detail and perform work reliably, accurately, and thoroughly. 
• Ability to work outside of normal business hours to meet project deadlines. 
• Ability to adapt to change and work under pressure. 
• Ability to pay close attention to detail.
• Ability to travel up to 9% of the time. 

Education Required: Bachelor’s degree in a related field of study is required. Bachelor’s degree in medical or financial fields are strongly preferred.  

As an Accountant or Senior Accountant, you will be responsible for preparing, submitting, reviewing, analyzing, and reporting on tax and expense related exhibits and schedules to complete financial reporting, filings, and various analyses for the company. This position also prepares and reviews monthly reports for budgeting, planning and statutory reporting and responds to inquiries and requests from external sources.

This is a hybrid eligible position with remote work consideration. This position may require planned visits to a Company office.

Description of Duties & Responsibilities of an Accountant or Senior Accountant: 

• Prepare and submit various state income tax forms & filing forms for parent, subsidiary companies and nonprofit. Prepare sales tax returns, premium and municipal taxes, state tax forms and various workpapers to support federal income taxes.
• Prepare, analyze, and review financial statements expenses, taxes, licenses and fees for budgeting, forecasting, planning, and statutory reporting.
• Act as Third Party Administrator to prepare monthly financial reports for MetLife.
• Create, review and approve general ledger entries and reconcile various general ledger accounts. Prepare and review bank reconciliations and assist in daily banking transactions.
• Work with various departments on correcting accounting entries and accounting and internal audit training. Research accounting variances; assist auditors with supporting documentation, correspond with advisors and custodian representatives
• Work with various departments on correcting accounting entries and accounting and internal audit training. Research accounting variances; assist management with supporting documentation and preparation for audits.

Additional description of Duties & Responsibilities of a Senior Accountant: 

• Handle more complex processing issues, provide processing support and assist with training.
• Respond to inquiries and requests from tax agencies, auditors, regulatory agencies and other external sources.
• Prepare various statutory exhibits under the review and supervision of Management.
• Work with Management to create dashboards and analytics in Adaptive software.

Required Skills & Experience: 

• Minimum of 1 year of experience in Accounting is required for the Accountant position. Internship experience may be considered. 
• Minimum of 4 years of experience in Accounting is required for the Senior Accountant position. 
• Knowledge of GAAP accounting is required.
• Experience with accounting software (especially Quickbooks) is preferred.
• Advanced proficiency with Microsoft Excel. 
• Intermediate proficiency with Microsoft Word.
• Excellent verbal and written communications skills. 
• Strong analytical problem-solving skills.  
• Ability to pay close attention to detail. 
• Ability to prioritize and organize a heavy workload. 
• Ability to perform work accurately and thoroughly.

Education Required: Bachelor’s Degree in Accounting is required.  

About the role

Symetra is seeking an Assistant Director Compliance – Privacy Office to join our Enterprise Compliance Department.  The position will lead and oversee the Privacy function, its initiatives and responsibilities across the company as well as represent Corporate Compliance for various regulatory compliance projects.  This role is critical in leading Symetra to establish, enhance, and maintain multiple privacy and compliance controls as well as reporting mechanisms.  Strong working knowledge of privacy compliance matters and regulatory technicalities as it relates to a life insurance company will be important to undertake day-to-day activities.

What you will do

• Lead a team dedicated to managing privacy risks, conducting impact assessments, investigating incidents, and remediating issues to uphold data privacy standards.
• Interpret and apply privacy regulations, requirements, and industry best practices, aligning them with business partner priorities and technological initiatives.
• Oversee product development, vendor solutions, and business movements across divisions, applying privacy regulatory compliance to guide stakeholders in mitigating privacy risks.
• Evaluate applications, systems, and business processes to identify privacy concerns, designing solutions to bridge any gaps, thereby ensuring that privacy policies and customer expectations are consistently met.
• Report on program performance by developing and maintaining key metrics and reporting systems, presenting findings to leaders across multiple stakeholder organizations.
• Influence business partners to undertake necessary transformations and prioritize key privacy initiatives, ensuring that compliance controls are effectively implemented.
• Develop and execute communication and training programs to enhance the understanding of customer protection controls within Technology Operations and Solutions, business units, and other support organizations.
• Exhibit a deep understanding of privacy requirements and best practices, and apply this knowledge effectively to business practices and project implementations.
• Manage a variety of Corporate Compliance projects and initiatives aimed at advancing the organization's regulatory compliance and adapting to regulatory changes.
• Coordinate efforts to adhere to Artificial Intelligence-related regulations specific to the life insurance industry, including Colorado’s Regulation 10-1-1 and the NAIC Model Bulletin on AI, supporting compliance among business partners.
  

Compensation

$110,300 - $183,800 annually plus eligibility for Company Annual Bonus

Who you are

• High School diploma required
• Bachelor's degree from a four-year college or university and/or equivalent combination of education and experience preferred
• A minimum of eight years of experience in a leadership or managerial role for Privacy compliance, or a similar position with direct experience in regulatory compliance.
• At least four years of experience in overseeing privacy compliance functions, including regulatory interpretation, conducting impact assessments, building controls, and other similar business processes.
• Exceptional communication skills, with a proven ability to write clearly and analyze complex issues, while effectively simplifying them into actionable solutions for company leadership.
• Demonstrated high level of personal integrity and confidentiality as well as an unwavering commitment to customers and partners.
• Substantial experience and working knowledge of laws and trends in both U.S. and international privacy, policy, and compliance arenas, such as State Data Breach Notification and Protection laws, GLBA, CCPA, NAIC Model laws, HIPAA, etc.
• Proven ability to conduct thorough privacy research, analysis, document findings in detail, and distill this information into concise, actionable advice to stakeholders.
• Proficient in the use of Microsoft Office applications, including Excel, PowerPoint, OneDrive, SharePoint, Teams, and Word.

Overview

Responsibilities