Annuities Exchange Desk Analyst 1

Primerica•Duluth, GA

5d•Hybrid

About The Position

The Annuity Exchange Analyst 1 reviews and prepares forms for committee review. This role acts as a liaison with field agents, Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee to present accurate and detailed information regarding the transactions being reviewed. The Analyst creates records, updates, and documents results across multiple systems in a timely manner to ensure all departments have real-time decisions. They also make calls and send emails to liaise with annuity carriers, committee members, management, and field agents, and obtain records requested by management. Additionally, the Analyst assists management in monitoring statistical data, testing, and daily workflow. This role alternates as the Primary Committee meeting host and serves as a backup to the Primary Committee meeting host. This is a hybrid role located in Duluth, GA.

Requirements

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

Review and prepare forms for committee review.
Act as a liaison with field agents, Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee.
Present accurate and detailed information regarding transactions being reviewed.
Create records, update, and document results across multiple systems.
Make calls and send emails to liaise with annuity carriers, committee members, management team, and field agents.
Obtain records requested by management.
Assist management in monitoring statistical data, testing, and daily workflow.
Alternate as Primary Committee meeting host and serve as back-up to Primary Committee meeting host.
Send carrier verifications to carriers to review contract details and save responses for the committee.
Manually check multiple checklists and route them accordingly.
Perform further reviews of each form as required, including additional research or spreadsheet analysis.
Document and escalate findings accordingly.
Save correspondence and committee decisions to satisfy books and records requirements.
Ensure all necessary documents are saved for each request.
Perform quality control checks on processed work and daily reconciliation.
Assist in requesting missing letters, letter corrections, trade review, and/or management requests.
Prep the daily agenda by reviewing currently prepped forms, forms pending prep for emergency reviews, emails, conversations, or any other potential exception requests.
Host committee meetings, record committee decisions, and send out decisions.
Assist in callouts, emails, research, or other tasks required to make a decision or provide training to representatives as backup host.
Assist the department in system testing efforts and any other duties as needed by management.