Annuities Exchange Desk Analyst 1

Primerica; Duluth (MN); Hybrid; USD 27,000 - 45,000; Full time

Benefits offered by this job

Health insurance day-one

401(k) with employer match

Vacation, sick, holiday and volunteer

Life and disability insurance

FSAs & HSAs

Professional development

Tuition reimbursement

Company-sponsored events

Job summary

Primerica in Duluth, GA is seeking an Annuity Exchange Analyst 1 to review forms for committee review, coordinate with field agents, and maintain records across multiple systems.

You will prepare daily committee agendas, perform quality checks on processed forms, and assist management with data monitoring and testing. This hybrid role offers opportunities to collaborate across departments.

Qualifications

• High school diploma or equivalent.
• Minimum of 1 year experience preferred in research, data management, documenting, and communicating results.
• Proficient with the job functions and understanding of company systems preferred.

Responsibilities

• Prepare forms and verify carrier details for committee, using checklists and research as needed.
• Save and archive correspondence and committee decisions; ensure all documents are saved for each request.
• Perform quality control checks on processed work and daily reconciliation to ensure compliance with department standards.
• As primary host, prepare the daily agenda, review forms, manage pending prep, and coordinate committee meetings; assist as backup as needed.
• Assist the department in system testing efforts and other duties as required by management.

Skills

Research

Data management

Documentation

Communication

Education

High school diploma

Job description

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. 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

Annuity Exchange Analyst 1 review and prepare forms for committee review. Work as a liaison with the field agent(s), Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee to present accurate and detailed information regarding the transactions being reviewed.

Analyst creates records, updates and documents results across multiple systems timely to ensure all departments have real time decisions as well as making calls and sending emails to act as a liaison with our various annuity carriers, committee members, management team and field agent(s) and obtaining records requested by management.

Assist management in monitoring statistical data, testing and daily work flow.

Alternates as Primary Committee meeting host and as back-up to Primary Committee meeting host.

Hybrid role
Location: Duluth, GA

Estimated salary range for role is up to $45K

Responsibilities & Qualifications

ESSENTIAL JOB DUTIES

• Form Prep - Send carrier verifications to the carriers to review contract details and save the responses for the committee. Multiple checklists are used to assist the committee, these are manually checked by the Analyst and routed accordingly. Additionally, further reviews of each form may be required based on the situation including additional research or spreadsheet analysis. The Analyst will review these to document and elevate accordingly.
• As part of the books and records requirements, correspondence and committee decisions are required to be saved. Saving the documents in Image satisfies the requirement. The Analyst will ensure all necessary documents are saved for each request.
• Perform quality control checks on processed work as well as daily reconciliation to ensure all forms have been processed correctly within department standards. Assist in requesting missing letters, letter corrections, trade review and/or management requests.
• As primary host, will prep the daily agenda by reviewing of currently prepped forms for anything missed, review the forms still pending prep for emergency reviews, emails, conversations or any other potential exception request and putting them all together on either the paper of PEGA agenda, host committee meetings, record committee decisions and send out decisions. As backup to the primary host, will assist in callouts, emails, research or other tasks required to make a decision or provide training to representatives.
• Assist the department in system testing efforts and any other duties as needed by management.

MINIMUM QUALIFICATIONS

• High school diploma or equivalent
• Minimum of 1 year experience preferred in research, data management, documenting, and communicating results
• Proficient with the job functions and understanding of company systems preferred

#LI-ND1

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 ofrace, 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.