Reporting & Data 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 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 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 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 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. Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica's mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company's competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Newsweek's America's Greatest Workplaces USA Today's Top Workplaces USA Atlanta Journal-Constitution's Top Workplaces Forbes America's Best Insurance Companies #1 Most Trusted Life Insurance Company by Investor's Business Daily #3 Most Trusted Financial Company by Investor's Business Daily Our stock is traded on The New York Stock Exchange under the symbol "PRI." If you need help with any part of the application process, please email Recruiting@primerica.com. www.primerica.com

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