ISP Client Support Specialist 1

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In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".

About this Position

The shareowner Support Specialist will provide support to our Representative's and shareowner's, to establish contact, to preserve shareowner assets. Responsibilities include, but not limited to are, research and confirm shareowner's most recent contact. To perform outreach to representatives and shareowners of inactive accounts identified as escheatable. Due to the time sensitive process and various state due date timeline the specialist must be able to organize their time and handle multiple tasks to meet deadlines. This process is a comprehensive review of various system software to identify if a shareowner has initiated contact with the firm. Perform written and verbal communication with the representatives, shareowner's and potential beneficiaries to preserve the shareowner's account shares or uncashed checks as well minimizing company fees that are charged by the states.

This is a hybrid position.

The estimated salary range for this role: $31K to $36K.

Responsibilities & Qualifications

Job Description

• Research assigned Accounts using the third party system as well as PFSI systems to identify if shareowner contact has been established and if there are any additional accounts on file with recent contact.

• Research assigned Accounts using Accurint and Clear websites to identify if shareowner is deceased, any additional contact information or possible next of kin or other living relatives.

• Contact representatives and shareowners in regard to their inactive account. 2. Perform e-mail communication to the representative in effort to established contact with firm and preserve their shareowner's assets.

• Verbally communicate with representatives to inform them of their shareowners who have accounts eligible for escheatment.

• Perform outbound calling to assigned accounts shareowners whose account status has been identified as having as no recent contact date, returned mail or uncashed checks.

• Submit request to third party vendor via email to update shareholder account record(s) once contact has been confirmed.

• Communicate with third party vendor through email to request updates to the shareowner's account(s).

• Submit request to third party vendor to update shareholder account record(s) once contact has been confirmed.

• Appending Accurint and Clear reports all owners on account into BNY Mellon web image system. Annotate and confirm image was uploaded.

• Clear and detailed regarding your research and call outs of each account reviewed, that includes call responses, dates and times, and follow ups.

• Document data base and spreadsheets with clear and concise notes and findings.

• Document/ annotate all appended documents to the BNY Mellon image system.

• Monthly Research and client contact via email system with steal checks greater than 6 months to avoid state escheatment.

• Organize workload and responsibilities

• Organization and time management is required due to the time sensitive process and various state due dates.

• Complies with department requirements

• Ensures compliance and department procedures are followed

• Adheres to the work schedule and required protocol for call scripts

• Reports identified issues to management

• Protects the company's authority to do business and complying with legal and ethical standards, policies and procedures.

Minimum Requirements:

• Minimum High School Diploma or GED

• Familiarity with database and mainframe is a plus

• Knowledge of Microsoft Office

• Excellent verbal and written communication skills

• Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines

• Self-starter with the ability to work in a team environment

• Ability to work overtime as needed

• Excellent proof-reading skills

FLSA status:

This position is exempt (not eligible for overtime pay):

No

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.