Quality of Business Specialist

Primerica; Duluth (GA); Hybrid; USD 39,000 - 42,000; Full time

Job summary

Primerica is seeking a Securities Quality of Business Specialist in Duluth, GA to ensure accuracy and completeness of incoming new business applications, including outside funds and platform accounts. The role requires reviewing trades, communicating deficiencies, and routing corrected documents while maintaining daily reconciliation and quality controls.

The position involves coordination with the field force via telephone, e-mail, and/or fax, and includes training new employees in the

Qualifications

• Minimum High School Diploma or GED.
• Familiarity with databases and mainframe is a plus.
• Strong communication and organizational skills required.

Responsibilities

• Reviews trades for deficiencies (not in good order or NIGO).
• Communicates deficiencies to the writing rep.
• Corrects trades, appends corrections to the application image, and routes image to the appropriate queue.
• Runs daily monitor reports and conducts quality control queues.
• Mails applications not in good order to the appropriate rep and tracks UPS shipments.
• Provides training to new employees within the processing area.

Skills

MS Office

Verbal communication

Written communication

Organizational skills

Teamwork

Attention to detail

Education

High School Diploma or GED

Tools

Mainframe

Database systems

Job description

Join Our TeamIn 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 PositionThe Securities Quality of Business Specialist obtains corrections for incoming new business applications including outside funds, 529 plans, and platform accounts. The role will communicate with our field force via telephone, e-mail, and/or fax. Applications that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The candidate will also perform quality control check on processed work as well as daily reconciliation to ensure all trades have been processed correctly within department standards.Hybrid roleLocation: Duluth, GASalary range is between $39K - $42K AnnuallyResponsibilities & QualificationsEssential Functions:Works individual items that are pulled from work queuesReviews trades for deficiencies (not in good order or (NIGO))Communicates deficiencies to the writing repCorrects trades, appends corrections to the application image, and routes image to appropriate queueRuns daily monitor reports and works quality control queuesMails applications that are not in good order to the appropriate rep and tracks UPS packages daily to ensure that they are receivedProvides training to new employees within the processing areaKnowledge, Skills and Abilities:Minimum High School Diploma or GEDFamiliarity with database and mainframe is a plusKnowledge of Microsoft OfficeExcellent verbal and written communication skillsStrong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlinesSelf-starter with the ability to work in a team environmentAbility to work overtime as neededExcellent proof reading skillsHybrid roleLocation: Duluth, GAFLSA status:This position is exempt (not eligible for overtime pay):NoOur Benefits:Day one health, dental, and vision insurance401(k) Plan with competitive employer matchVacation, sick, holiday and volunteer time offLife and disability insuranceFlexible Spending Account & Health Savings AccountProfessional developmentTuition reimbursementCompany-sponsored social and philanthropy eventsIt 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.