ISP New Business Specialist 1

Join Our Team

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 New Business Specialist 1 prepares paperwork, scans, processes incoming new business trades, performs quality control tasks, and assists with department projects as needed.

Responsibilities & Qualifications

The New Business Specialist 1 reviews, preps for processing, scans, and processes incoming new business trades. These may include outside funds, 529 Plans, STAR forms, Lifetime Managed Accounts, or variable annuities. Any trades that do not meet the required criteria will be routed to Quality of Business (QOB) for further review and correction. Trades that are processed will be mailed to the appropriate fund companies. Trades that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The role will also perform quality control check on processed work as well as daily reconciliation to ensure all trades have been processed correctly within department standards. Any other duties assigned by management.

Knowledge, Skills and Abilities:

• High School Diploma or GED

• Familiarity with database, mainframe, and BNY Mellon systems is a plus

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

• Knowledge of overall system software

• Ability and willingness to learn new skills related to the successful achievement of departmental goals

• Ability to self-motivate and work in a team environment

• Ability to work overtime as needed

• Excellent verbal and written communication skills

• Excellent understanding of operational functions

• Minimum typing skills of 30 wpm

• Intermediate knowledge of computer skills and Excel

• Knowledge of Microsoft Office, Internet mail

• Proof reading skills

• Ability to identify problems and formulate solutions to problems

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.