Hybrid Insurance Policy Operations Clerk

Primerica; Duluth (GA); Hybrid; USD 31,000 - 33,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Primerica in Duluth, GA, is seeking an Operations Clerk to review, validate, and process policy owner service transactions, including PCFs and reinstatements. The role requires attention to detail, the ability to navigate multiple systems, and adherence to regulatory guidelines.

Candidates should have a High School Diploma or equivalent and prior experience in insurance operations or data entry. The position offers a hybrid work arrangement and a path to contribute to policy integrity and

Qualifications

• Strong attention to detail and commitment to accuracy.
• Ability to review and interpret forms, documents, and transaction requests while ensuring compliance.
• Excellent organizational, analytical, and problem-solving skills.
• Effective verbal and written communication; ability to work independently and with teams.

Responsibilities

• Process Policy Change Forms (PCFs) and Reinstatement (RST) requests for terminated policies, including changes in coverage and ownership updates.
• Review and screen policy service documents for signatures, dates, forms, and documentation to ensure compliance.
• Verify product compatibility and policy eligibility before processing requested changes.
• Update policy information across multiple systems accurately and timely.

Skills

Attention to detail

Multi-system navigation

Analytical thinking

Communication skills

Independent & collaborative work

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Primerica in Duluth, GA, is seeking an Operations Clerk to review, validate, and process policy owner service transactions, including PCFs and reinstatements. The role requires attention to detail, the ability to navigate multiple systems, and adherence to regulatory guidelines.

Candidates should have a High School Diploma or equivalent and prior experience in insurance operations or data entry. The position offers a hybrid work arrangement and a path to contribute to policy integrity and