Annuities Exchange Desk Analyst 1

Primerica•Duluth, GA

6d•$45,000•Hybrid

About The 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.

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.
Create records, update and document results across multiple systems.
Make calls and send emails to annuity carriers, committee members, management team and field agents.
Obtain records requested by management.
Assist management in monitoring statistical data, testing and daily work flow.
Alternate as Primary Committee meeting host and 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 based on the situation, including additional research or spreadsheet analysis.
Document and escalate findings accordingly.
Save correspondence and committee decisions in Image 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.
Request 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 request.
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.
Assist the department in system testing efforts and any other duties as needed by management.