Securities Quality of Business Specialist
Company | Primerica |
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Location | Duluth, GA, USA |
Salary | $35000 – $40000 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- Minimum High School Diploma or GED
- Familiarity with PFSI internal/external systems
- Excellent verbal and written communication skills
- Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
- Self-starter with the ability to work in a team environment
- Ability to work overtime as needed
- Excellent proof reading and analytic skills
Responsibilities
- Communicate with our field force via telephone, e-mail, and/or fax
- Return applications that cannot be processed to the writing Representative
- Track outgoing mail to ensure proper delivery
- Perform quality control check on processed work
- Conduct daily reconciliation to ensure all trades have been processed correctly within department standards
- Review trades for deficiencies (Not In Good Order or NIGO)
- Communicate deficiencies to the writing agent
- Correct trades, append corrections to the application image, and route image to appropriate queue
- Run daily monitor reports and work quality control queues
- Mail applications that are not in good order to the appropriate agent and track UPS packages daily to ensure that they are received
- Review agent license status and work Bad Sales reports
- Provide training to new employees within the processing area
Preferred Qualifications
-
No preferred qualifications provided.