Operations Clerk

Job description

Join Our Team

Due to COVID-19, most of our employees are working from home. We have implemented a virtual hiring process and continue to interview candidates by phone or video conferencing, and we are onboarding new employees both onsite and remotely. We value the safety of every member of our community.

About this Position

The Operations Clerk works in the Policy Owner Services department servicing existing customers who have life insurance with our Company.

Responsibilities & Qualifications

Duties:

* Process policy change forms (PCF) and/or reinstatement (RST) forms for terminated policies making changes to coverage such as increases in coverage, decreases in coverage and other miscellaneous changes on a daily basis

* Screen documents for appropriate signatures, dates and other pertinent information to ensure accuracy for State Compliance requirements and product compatibility

* Validates agent code information and ensure that appropriate licenses are active and in compliance based on state, company and department regulatory guidelines and procedures

* May also process incoming mail by document type, gather and distribute letters, handles internal mail and priority roll film

Salary: Mid $20,000s

Hours: Monday-Friday 7am-4pm

* Requires the ability to work remotely as well as in the office

* The position requires the ability to work overtime hours during the weekdays as well as weekends from time to time

Knowledge, Skills, & Abilities:

* High School Diploma or GED required

* Data Entry skills a plus

* Excellent typing and basic PC skills

* Excellent written and verbal skills

* Basic Accounting skills

* Analytical and excellent decision making skills

* Ability to multi-task and work overtime as needed

FLSA status:

This position is exempt (not eligible for over time):

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 Savings 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.