ISP New Business Analyst 1

Join Our Team

In 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 Position

The ISP New Business Analyst will perform or manage the New Business mailout processes. Outgoing mail must be tracked to ensure proper delivery and 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. Additional duties could include but not limited to TIH report, Checks forward and Received Log, Daily Recon, OFAC runs, Fund Set up, and anything else requested by Management. In addition, this role can perform all the following duties: prepares paperwork, scans, and processes incoming new business trades. (New Business trades may include outside funds, 529 Plans or variable annuities.) Any trades that do not meet the required criteria will be routed to Quality of Business (QOB) for further review and correction.  Trades that are processed will be mailed to the appropriate fund companies. Trades that cannot be processed will be returned to the writing Representative. 

100 % onsite role candidates must reside in metro Atlanta Area

Salary Range $ 36K - $40K

Monday - Friday 8a-5p.

Responsibilities & Qualifications

KNOWLEDGE, SKILLS, and ABILITIES:

• Familiarity with database, mainframe, and BNY Mellon systems is a plus
• Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
• Strong attention to detail and the ability to identify discrepancies, ensure accuracy, and maintain precise records
• Reconciliation expertise such as experience in balancing accounts, verifying data, and resolving discrepancies
• Ability and willingness to learn new skills related to the successful achievement of departmental goals
• Ability to self-motivate and work in a team environment
• Ability to work overtime as needed
• Excellent verbal and written communication skills
• Excellent understanding of operational functions
• Minimum typing skills of 30 wpm
• Intermediate knowledge of computer skills and Excel
• Knowledge of Microsoft Office, Internet mail
• Proof reading skills
• Ability to identify problems and formulate solutions to problems

Education & Experience

• High school Diploma
• Some College is a plus
• 1-2 year experience in reconciliation
• Detailed Orientated
• Analytical
• MS Office Suites
• Experience in SQL and Mainframe is a plus
• Experience in image is a plus

#Dice

#LI-SH1

FLSA status:
This position is exempt (not eligible for overtime pay):

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 Spending 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.