ISP Quality of Business Specialist

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 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.

Responsibilities & Qualifications

The Quality of Business Specialist obtains corrections for incoming new business applications including outside funds, 529 Plans, managed brokerage accounts and/or variable annuities.  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. 

Essential Functions:

• Reviews trades for deficiencies (not in good order or NIGO)
• Communicates deficiencies to the writing agent
• 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 agent and tracks UPS packages daily to ensure that they are received
• Reviews agent license status and works Bad Sales report
• Provides training to new employees within the processing area

Knowledge, Skills and Abilities:

• Minimum High School Diploma or GED
• Familiarity with PFS operating systems
• 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.