Symetra Financial Sales Operations Analyst in United States

Job Title:

Sales Operations Analyst

Area of Interest:

Sales Operations





Job Description:

Symetra is a dynamic and growing financial services company with 50 years of experience and customers nationwide. In our daily work delivering retirement, employee benefits, and life insurance products, we’re guided by the principles of VALUE, TRANSPARENCY AND SUSTAINABILITY. That means we provide products and services people need at a competitive price, we communicate clearly and honestly so people understand what they’re getting, and we build products that stand the test of time. We work hard and do what’s right for our customers, communities and employees. Join our team and share in our success as we work toward becoming the next national player in our industry.

We have a new opportunity for an Operations Analyst on our Life Sales Operations team. The position will report to the Director of Life Sales Operations.

The Sales Operations Analyst is responsible for taking a proactive approach to the on-boarding of new distribution partners. Drive and own the coordination between the new distribution partner and Agency Services to complete the appointment process with Symetra within industry standards. Proactively work with existing ditribution partners to assist with hierarchy management, coordination of new commission rate structures, amending agency agreements, and providing production reporting as needed. Own the coordination of advisory mailings to distributors for agency agreement amendments, regulatory changes, and new form requirements.

Responsibilities include:

  • Being a champion and the "face" of Symetra during the on-boarding of new distribution partners: - Establish self as a partner and first point of contact for the Life RVPs and head of life sales to establish and complete the vetting of a new partner. This includes, but is not limited to: *Distributing and obtaining a completed partner fact finder *Obtain partner profile information from new distributor along with completed appointment application *Work with Agency Services to follow the appointment process through. Once approval for appointment is finalized complete and document the following: *Delivery of the Symetra Selling agreement *Delivery and collection of the assigned commission schedules and signatures *Assemble and distribute agent recruite packages *Work with both internal partners and new distribution partner to coordinate on-boarding calls *Ensure that tools such as, Brainshark, are updated consistently prior to delivery *Establish, document and deliver appropriate production reporting

  • Proactively provide management of existing relationships: *Document and resolve identified commission issues *Support questions surrounding policy submission *Complete and document hierarchy coding structures *Provide appointment, hierarchy and production reporting within assigned service level agreements *Document and deliver amendments to established agreements *Document, request and ensure that changes to commission structures are completed *Document and distribute updates to the distribution partner upon completion

  • Consistently monitor and manage items delivered to the Life Sales Operations e-mail box as well as the incoming fax in box Document and respond to all inquiries within the service level agreement.

  • Having the ability to comprehend and ensure that existing sales reports and on demand ad-hoc report requests reflect accurate information prior to delivery Proactively look for opportunities to create efficiencies wherever possible as it relates to sales reporting Deliver both internal and external sales reporting within assigned service levels Serve as a back up to the Life Sales Operations Project Manager for sales reporting Deliver partner production reporting within assigned service levels Compose and deliver ad-hoc in force reports as requested.

  • Workflow/Procedure Maintenance *Proactively review and update in-force procedures for Life Sales Operations *Proactively establish new procedures as a result of ongoing process reviews *Update existing procedures as necessary but at a minimum of twice a year.

  • Upon notification, coordinate with internal resources to deliver advisory mailings that impact Life only, Life and Retirement, or Life, Retirement and Benefits Partner with Retirement and Benefits when advisories impact multiple areas and determine who is responsible for the advisory Obtain both email and paper mailing distribution lists from Agency Services and review to ensure that they are updated and accurate prior to any distribution Responsible for reviewing and approving final communication before final distribution Partner with the Life Sales Team to bring awareness that advisory is being distributed and who is impacted.


Minimum Years of Related Work Experience Required:3-5 years in an insurance industry or similar roleSpecific Industry and/or Specialty Experience Required:3 years in an operational role working with internal and external customersSpecific Licensing, Designation and/or Training Required:No licensing requiredSkills and Abilities Required:Experience in Microsoft Word, Excel, PowerPoint, and SharePoint Ability to prioritize different priorities and or multiple projects Willingness and able to identify areas where process improvements can be made as well as the ability to implement and document those changes Take ownership in job responsibilities including times serving as a backup to other team members Strong communication skills, both verbal and written with a focus on building relationships with internal and external contacts Education/Experience/Licensing Training/Skills/Abilities PREFERRED:Bachelor's degree strongly preferred or equivalent experience Proven experience in process improvement Ability to comprehend and decipher accuracy of reporting Proven experience with developing relationships with internal and external customers