Reporting & Data Analyst 1

## Reporting & Data Analyst 1Applylocations: Duluth, GAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-220:052026## **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 PositionPrimerica 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**Responsibilities*** 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* 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**Qualifications**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 simultaneouslyPreferred 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## ## 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 eventsIt 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.### Join Our TeamOur Company headquarters is located in Duluth, GA. The 367,000-square-foot building houses employees who provide first-class support to our sales force as they build their business and serve clients.### 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### Named one of America's BestFor nine years in a row, Primerica has been recognized by the Atlanta Journal-Constitution as one of the best workplaces in Georgia! Over the past six years, Primerica has consistently been voted “Best Employer” by Gwinnett Magazine.### Equal Opportunity EmployerIt 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.### Forbes Names Primerica One of America’s Best Insurance Companies for 2022Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families throughout the United States and Canada, has been named by Forbes to its list of “American Best Insurance Companies for 2022.” Primerica ranks 6th among 25 companies included in the Term Life Insurance category.“Every day, thousands of Primerica representatives educate families on the necessity of preparing for the unexpected and protecting their loved ones through term life insurance. Each year, that preparedness helps some of those very same families make it through the worst times of their lives after the death of a family member,” said Glenn Williams, Primerica Chief Executive Officer. “For more than four decades, Primerica has remained committed to providing exemplary customer service and quality products. We are pleased to be recognized by Forbes for our efforts, and we look forward to serving many more families in the years to come.”In order to determine which companies were best serving consumers, Forbes partnered with Statista to survey more than 16,000 customers and get their feedback on these companies' performance. Forbes also assessed the quality of customer service, financial advice, price/performance ratio, transparency, and damage/benefit ratio through direct solicitation of information from the companies, as well as through searches of publicly available information on each of the companies.In addition to this recognition, Primerica also appears on Forbes' lists of America's Best Employers for Diversity and America’s Best Employers for Women for 2021. For more information on Primerica’s products and services, please visit to Forbes article.**About Primerica, Inc.**Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial services to middle-income households in the United States and Canada. Independent licensed representatives educate Primerica clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life insurance, which the company underwrites, and mutual funds, annuities and other financial products, which the company distributes primarily on behalf of third parties. Primerica insured over 5.5 million lives and had approximately 2.6 million client investment accounts at December 31, 2020. Primerica, through its insurance company subsidiaries, was the #2 issuer of Term Life insurance coverage in North America in 2020. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol “PRI.”### Need Help?If you need an accommodation with any part of the application process, email View email address on click.appcast.io. #J-18808-Ljbffr