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
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
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
Primerica is a financial services company that offers financial education, products, and services to their clients.
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Recent News
2026-01-07
2025-11-20
Company data provided by crunchbase