Primerica ยท 1 day ago
NBL Ops Support Specialist
New York, NY
Full-time
Hybrid
Entry, Mid Level
$47K/yr - $54K/yr
2+ years expPrimerica is a leader in the insurance industry and is seeking an Operations Support Specialist. The role involves processing communications from policy holders and ensuring customer satisfaction by maintaining policies and handling various requests.
ConsultingFinancial ServicesInsuranceLife Insurance
Responsibilities
Deliver exemplary customer service to NBL customers
Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly
Recognizes priority situations and understands when to notify appropriate parties
Strong computer skills and proficient with Microsoft Office 365
Minimum 2 years of customer service experience is required
Excellent customer service, verbal and written communication skills
Ability to work independently without close supervision
Ability to set priorities and act with sense of urgency
Ability to communicate and work effectively with leaders and associates at all levels
Excellent organizational skills, including the ability to manage multiple priorities simultaneously
Analytical ability, mathematics skills, knowledge of recordkeeping and attention to detail
Thorough working knowledge of Life Insurance operations
Knowledge of NBL policies and structure
Strong interpersonal relationship skills and ability to communicate professionally with irate customers
Cash Surrender & Loan Processing
Reinstatement, Reversion & Reg 60
Title Change Processing
Whole Life Conversion & Stand Alone ADB Processing
Customer Service
Imaging & Report Processing
Balance and update reports for vendors
Review reports and perform mailings for aged and paid-up policies
Review and respond to incoming correspondence
Process duplicate policies for old and current product policies
Process address changes for old and current product policies
Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied
Contribute to team effort by accomplishing related results as needed
Perform various administrative and customer service-related duties
Contribute to team effort by accomplishing related results as needed
Annuity death claims
Weekly Status Report
Maintenance of 1099 system
Qualification
Required
Deliver exemplary customer service to NBL customers
Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly
Recognizes priority situations and understands when to notify appropriate parties
Strong computer skills and proficient with Microsoft Office 365
Minimum 2 years of customer service experience is required
Excellent customer service, verbal and written communication skills
Ability to work independently without close supervision
Ability to set priorities and act with sense of urgency
Ability to communicate and work effectively with leaders and associates at all levels
Excellent organizational skills, including the ability to manage multiple priorities simultaneously
Analytical ability, mathematics skills, knowledge of recordkeeping and attention to detail
Thorough working knowledge of Life Insurance operations
Knowledge of NBL policies and structure
Strong interpersonal relationship skills and ability to communicate professionally with irate customers
Cash Surrender & Loan Processing
Reinstatement, Reversion & Reg 60
Title Change Processing
Whole Life Conversion & Stand Alone ADB Processing
Customer Service
Imaging & Report Processing
Balance and update reports for vendors
Review reports and perform mailings for aged and paid-up policies
Review and respond to incoming correspondence
Process duplicate policies for old and current product policies
Process address changes for old and current product policies
Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied
Contribute to team effort by accomplishing related results as needed
Perform various administrative and customer service-related duties
Contribute to team effort by accomplishing related results as needed
Annuity death claims
Weekly Status Report
Maintenance of 1099 system
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
Primerica
Primerica is a financial services company that offers financial education, products, and services to their clients.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Leadership Team
Glenn J. Williams
Chief Executive Officer
Tracy Tan
Chief Financial Officer
Recent News
2026-01-07
2025-11-20
MarketScreener
2025-11-20
Company data provided by crunchbase