New Business Operations Processor 1
Primerica is recognized as a Top Workplace and is committed to diversity and inclusion. They are seeking a New Business Operations Processor 1 who will verify and process various forms for accuracy, ensuring compliance with state requirements and maintaining accurate agent information.
Responsibilities
- Verify information on Policy Change Forms (PCF), Contract Changes (CC), Backend Change Forms (BEC), Pre-Authorized Checking Forms (NBP) and Money Requirement Forms (MRN) for accuracy
- Process the requests as specified on the document
- Ensure the accuracy of signatures, dates and other vital information for State Compliance requirements
- Validate all Agent information as being correct and that appropriate licenses are active within the compliance guidelines
- Perform research to complete certain tasks
- Correct deficient files
- Perform basic accounting as needed
Skills
- High School Diploma or GED required (Bachelor's preferred)
- 10 Key by touch
- Minimum typing skills of 35 wpm
- Proficient PC skills (Microsoft Office)
- Basic Accounting Skills
- Excellent oral and written communication skills
- Excellent problem solving skills
- Must be a team player with ability to work and think independently
- Ability to meet strict deadlines and prioritize
- Analytical and excellent decision making skills
- Ability to deal with confidential information
- Ability to multi-task and work overtime as needed
- Bachelor's degree
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
Company Overview