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À propos de ce poste Quality of Business Specialist chez Primerica

Primerica · Hybride · Duluth, GA

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. 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 Securities Quality of Business Specialist obtains corrections for incoming new business applications including outside funds, 529 plans, and platform accounts. The role will communicate with our field force via telephone, e-mail, and/or fax. Applications that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The candidate 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.

Hybrid role
Location: Duluth, GA

Salary range is between $39K - $42K Annually

Responsibilities & Qualifications

Essential Functions:

  • Works individual items that are pulled from work queues
  • Reviews trades for deficiencies (not in good order or (NIGO))
  • Communicates deficiencies to the writing rep
  • Corrects trades, appends corrections to the application image, and routes image to appropriate queue
  • Runs daily monitor reports and works quality control queues
  • Mails applications that are not in good order to the appropriate rep and tracks UPS packages daily to ensure that they are received
  • Provides training to new employees within the processing area

Knowledge, Skills and Abilities:

  • 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

Hybrid role

Location: Duluth, GA

 

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.

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À propos de Primerica

Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company’s competitive salaries

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