Generate and analyze Life & Securities Surveillance reports covering agent activity, life insurance policies, mutual funds, annuities, and managed account transactions
Identify and develop new reports or update existing ones based on evolving regulatory requirements and business needs
Reporting & Data Analyst 1 at Primerica
Ensure data accuracy and validate the integrity of reports and underlying information
Communicate key findings, trends, and issues to senior management identified during report analysis
Prepare and deliver reports, presentations, and briefings for senior leadership as needed
Maintain comprehensive knowledge of company products, policies, regulatory updates, and areas of regulatory risk
Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures
Publish organizational bulletins and manage content distribution. Responsible for processing and coordinating web publishing requests
Administer system access by granting and revoking user permissions. Manage and maintain Level 88 administration tasks
Handle and process BISO-related requests
Communicate effectively with both internal teams and external stakeholders
Collaborate with cross-functional departments on compliance initiatives and surveillance reporting
Troubleshoot reporting issues and provide support to team members as needed
Perform User Acceptance Testing (UAT) to ensure applications meet business and user requirements
Develop and maintain documentation for procedures, report criteria, testing, and validation processes
Requirements
Required Skills
1 - 3 years of experience as a Business Analyst or Data Analyst
Foundational knowledge of SQL, database design, Microsoft Access, and Excel, including experience creating tables, queries, forms, and reports; familiarity with VBA is a plus
Bachelor's degree in Business, Information Systems, or a related field, or equivalent professional experience
Proven ability to collaborate effectively with programmers, coordinators, technical support teams, management, and third-party vendors
Strong written and verbal communication skills
Excellent organizational and time management skills, with the ability to work independently and manage multiple tasks, projects, and systems simultaneously
Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities
Series 6, Series 26, and Series 65 licenses are a plus.
Knowledge of Primerica sales force a plus
Proficient in MS Office
PowerBI experience is desired
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Benefits
Day one health, dental, and vision insurance401(k) Plan with competitive employer matchVacation, sick, holiday and volunteer time offLife and disability insuranceFlexible Spending Account & Health Savings AccountProfessional developmentTuition reimbursementCompany-sponsored social and philanthropy eventsHealth insuranceDental insuranceVision insurance401(k)Paid time offRemote work optionsFlexible schedule
Additional Information
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
Primerica is seeking a Reporting & Data Analyst to join its Compliance Data Team. In this role, the candidate will create and maintain management reports using tools such as Access, SQL, and Excel, while serving as a key point of coordination between business units and IT teams. The candidate will be responsible for ensuring that system enhancements are effectively designed, thoroughly documented, properly tested, and successfully implemented. Additionally, the role includes troubleshooting issues and providing user training as needed.
This is a hybrid position that requires working 2 days on-site at our Duluth, GA office and 3 days remotely each week.
The Company's good-faith and reasonable estimate of the range of possible compensation at the time of posting for this position is $45k - $55k annually. Rate may vary based on work location and experiences.
This job is not eligible for sponsorship.
Responsibilities & Qualifications
Primerica · Duluth, GA