New Business Operations Processor 1 jobs in United States
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Primerica · 1 week ago

New Business Operations Processor 1

Primerica is recognized as a top workplace and is seeking a New Business Operations Processor 1. This role involves verifying and processing various policy change forms while ensuring compliance with state regulations and maintaining accurate records.

ConsultingFinancial ServicesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Verifies 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 and then processes the requests as specified on the document
Ensure the accuracy of signatures, dates and other vital information for State Compliance requirements
All Agent information must be validated as being correct and that appropriate licenses are active within the compliance guidelines
Perform research to complete certain tasks, correct deficient files, and perform basic accounting as needed

Qualification

10 Key by touchBasic Accounting SkillsProficient PC skillsTyping skills 35 wpmAnalytical skillsMulti-taskingCommunication skillsProblem solving skillsTeam playerConfidential information handling

Required

High School Diploma or GED required
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

Preferred

Bachelor's preferred

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

Primerica

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Primerica is a financial services company that offers financial education, products, and services to their clients.

Funding

Current Stage
Public Company
Total Funding
unknown
2010-04-01IPO

Leadership Team

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Glenn J. Williams
Chief Executive Officer
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Tracy Tan
Chief Financial Officer
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Company data provided by crunchbase