• Own the lifecycle of firm applications, including configuration, upgrades, maintenance, and optimization • Partner with stakeholders to design and improve workflows and system processes that drive efficiency across departments • Provide Tier 3 support for application issues, integrations, and data-related challenges • Monitor and support integrations across systems (e.g., DMS, O365, time & billing, practice management tools) • Administer user access, roles, and permissions in alignment with firm security standards • Create and maintain clear technical documentation, user guides, and knowledge base materials • Develop and deliver training programs tailored to varying user skill levels and departments • Collaborate with vendors and internal teams to resolve issues and implement enhancements • Support audits, security reviews, and change management processes

• Lead and oversee small to medium-scale and cross-functional projects, including development of project plans, timelines, and resource coordination. • Analyze clinical and business needs to implement solutions aligned with best practices. • Design, build, configure, and optimize Epic Ambulatory workflows to improve operational efficiency (SmartTools, orders, navigators, templates). • Develop and document detailed system requirements, functional specifications, and change requests. • Conduct impact analysis for system upgrades, new releases, and regulatory updates; assess workflow implications and implement required changes. • Monitor and evaluate system performance, ensuring optimal function and data integrity. • Create and maintain comprehensive documentation including workflow diagrams, enhancement documentation, test scripts, test scenarios, and test plans. • Execute system testing, identify defects, and coordinate remediation through resolution. • Identify project and application risks; maintain issue logs with clear ownership, mitigation strategies, and documented closure. • Serve as a liaison between operational stakeholders, IT teams, and software vendors to ensure alignment between technology and business processes. • Communicate application changes, enhancements, and best practices clearly to impacted teams. • Provide advanced analytical support and serve as a resource to end users to maximize system utilization and performance. • Support the training, mentoring, and development of junior analysts. • Develop and communicate project timelines for service requests and assigned initiatives.

About the role The Quality Assurance and Training Specialist will be a subject matter expert within the assigned department and Symetra Best Practices and Process. The position will identify learning opportunities, provide timely quality feedback and resolve issues while setting expectations regarding process, service in/or performance guarantees. What you will do Quality analysis of the claims process for: - Accuracy with liability and financial decisions - Appropriate use of internal and external risk resources - Processing is performed timely and accurately - Adherence to legal and operational compliance requirements - Communication of results to individuals and management Analyze results: - Assess skill gaps and make recommendations for solutions - Collaborate with peers and organizational partners to ensure consensus and consistency - Provide support and mentor individuals as needed - Participate in ad hoc audits, projects and initiatives as assigned Why Work at Symetra Here’s what some of our employees share about why they choose to work at Symetra: “Joining Symetra was the best career move I’ve ever made! Friends encouraged me to apply, and from day one, I felt truly welcomed. Even as a telecommuter, I feel deeply connected and engaged with my team—we’ve built strong working relationships and genuine friendships. I love my job, the people, and the opportunity to learn something new every day.” - Toni M., RFP Analyst 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 built 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 Hourly Range: $27.10 – $45.16 plus eligibility for annual bonus program. Who You Are - High school diploma or equivalent work experience, college degree a plus. - Professional certifications or designations appropriate and relevant for this role. - 3-5 years of cumulative, relevant experience 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 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.

• Initiate, control and appropriately manage in-bound and outbound patient medical record requests. • Ensure all patient medical records received are accurately logged within 48 business hours of receipt and requestors are invoiced in a timely manner if appropriate. • Obtain patient medical record requestor’s right to receive the patient’s records. • Responsible for logging, invoicing, tracking, and responding to patient medical record related requests. • Responds to requests for information from files according to established policies and procedures. • Frequently assists with special assignments /projects. • Meets or Exceeds Standards for Quality. • Assists with information gathering and analysis related to patient medical record requests. • Researches regulatory, compliance and privacy related information to develop updates to practice, as directed. • Design, implement and audit Compliance and Privacy program solutions, as needed. • Address problems as they occur. • Keep manager advised of problems or concerns. • Performs other tasks as assigned to support the goals of the organization.