POS Operations Clerk

Primerica; United States; Hybride; USD 31 000 - 33 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) plan

Paid time off

Life insurance

FSA/HSA

Tuition reimbursement

Company events

Résumé du poste

Primerica in Duluth, GA is hiring an Operations Clerk for the Policy Owner Services team. You will review, validate, and process policy owner service transactions, including policy changes and reinstatements, ensuring compliance and timely processing.

The role requires attention to detail, ability to navigate multiple systems, and collaboration with internal partners to meet service levels and regulatory requirements. Onsite and remote work options are available, with overtime as needed.

Qualifications

• High School Diploma or equivalent required.
• Experience in insurance operations or policy administration preferred.
• Strong attention to detail and accuracy; able to review forms and transactions.

Responsabilités

• Review, validate, and process policy owner service transactions including changes and reinstatements.
• Ensure compliance with state regulations, company policies, and product requirements.
• Accurately key and update policy information across multiple systems.
• Collaborate with internal partners to resolve issues and meet service levels.
• Maintain detailed records and support overtime as needed.

Connaissances

Attention to detail

Data entry

Organizational skills

Analytical thinking

Communication

Teamwork

Multitasking

Formation

High School Diploma or equivalent

Outils

Microsoft Office

Description du poste

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

The Policy Owner Services Keying Team is responsible for the accurate and timely processing of life insurance transactions for existing policyholders. The team supports the servicing of in-force policies by reviewing, validating, and processing policy changes, reinstatements, and other policy owner requests while ensuring compliance with company, state, and regulatory requirements. Through a commitment to quality, accuracy, and customer service, the team plays a critical role in maintaining policy integrity and delivering a positive experience for policyholders, agents, and internal business partners.

Salary range between $31K - $33K Annually

Hybrid role

Location: Duluth, GA

Responsibilities & Qualifications

The Operations Clerk is responsible for reviewing, validating, and processing policy owner service transactions, including policy change requests and reinstatements. This role requires strong attention to detail, the ability to navigate multiple systems, and a thorough understanding of company procedures and compliance requirements. The Operations Clerk ensures transactions are completed accurately, efficiently, and within established service levels while maintaining high standards of quality and customer service. This position requires effective collaboration with internal departments, and business partners to resolve issues, ensure regulatory compliance, and support the overall operational goals of the organization. The ideal candidate is detail-oriented, customer-focused, adaptable, and capable of managing multiple priorities in a fast-paced environment. This position requires the ability to work both onsite and remotely, as well as support overtime needs during weekdays and weekends as business demands require.

• Process Policy Change Forms (PCFs) and Reinstatement (RST) requests for terminated policies, including increases and decreases in coverage, beneficiary changes, ownership updates, and other policy modifications.
• Review and screen policy service documents for appropriate signatures, dates, required forms, and supporting documentation to ensure compliance with state regulations, company policies, and product requirements.
• Verify product compatibility and policy eligibility before processing requested changes.
• Accurately key and update policy information across multiple systems while maintaining established productivity and quality standards.
• Validate agent code information and confirm agent licensing status is active and compliant with state, company, and departmental regulatory guidelines and procedures.
• Research, identify, and resolve discrepancies, incomplete documentation, and processing exceptions to ensure accurate policy administration.
• Process incoming correspondence by document type and ensure timely routing of work items to the appropriate areas.
• Maintain detailed records of transactions and activities in accordance with company procedures and audit requirements.
• Collaborate with internal partners, including Customer Service, Licensing, New Business, Underwriting, Quality Assurance, and Operations teams, to resolve issues and support business objectives.
• Meet departmental service level agreements, production goals, and quality standards while maintaining a high degree of accuracy.
• Participate in training, process improvement initiatives, system implementations, and departmental projects designed to enhance operational efficiency.
• Maintain current knowledge of company products, processing procedures, compliance requirements, and system updates.
• Support additional operational needs, including overtime assignments during weekdays and weekends when required to meet business demands.

Qualifications

• High School Diploma or equivalent required.
• Previous experience in insurance operations, policy administration, data entry, customer service, or a related operational environment preferred.
• Strong attention to detail and commitment to accuracy.
• Ability to review and interpret forms, documents, and transaction requests while ensuring compliance with established guidelines.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, production-driven environment.
• Effective verbal and written communication skills.
• Proficiency with Microsoft Office applications and the ability to learn multiple business systems.
• Ability to work independently and collaboratively in both onsite and remote work environments.

Hybrid role

Location: Duluth, GA

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 of race, 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.

Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years.

Awards and Recognitions

• Newsweek’s America’s Greatest Workplaces
• USA Today’s Top Workplaces
• USA Atlanta Journal-Constitution’s Top Workplaces
• Forbes America’s Best Insurance Companies
• #1 Most Trusted Life Insurance Company by Investor’s Business Daily
• #3 Most Trusted Financial Company by Investor’s Business Daily

Our stock is traded on The New York Stock Exchange under the symbol “PRI.”