Advanced Annuity Account & Suspense Specialist

Advanced Annuity Account & Suspense Specialist League City, TX, USA Job Description Posted Tuesday, May 19, 2026 at 6:00 AM Job Title: Advanced Annuity Accounting & Suspense Specialist Status: Full-Time, Hourly Reports to: Senior Manager, Production (Annuities) Join our Annuity Operations team as a go-to resource for complex transactions, escalations, and suspense management. This role supports Disbursements, partners closely with internal teams and representatives, and helps keep high-impact work moving accurately and on time. What you’ll do Own and report on suspense items, partner with teams to research root cause, and drive timely resolution Support disbursement transactions including partial/full withdrawals, fund/allocation transfers, and maturity transactions Support accounting activities such as reconciling/balancing payment jobs, processing bank changes, wires, EFT balancing, and clearing daily errors Assist with correspondence and contract inquiries (illustrations, histories, beneficiary/ownership changes, assignments, TEFRA/TAMRA questions) Help train and mentor teammates; serve as a “go-to” for escalations and process improvement opportunities What we’re looking for 2+ years minimum, experience in annuities, insurance operations, insurance/financial services operations, or a closely related environment (4+ years overall experience preferred) Demonstrated strengths in critical analysis, reconciliation/suspense work, and resolving complex issues with attention to detail Comfortable working in multiple systems (e.g., PolicyLink, BPM/Insight, SharePoint) and using Microsoft Office (basic Excel/data entry) Strong customer service mindset and professional communication with internal partners, representatives, and contract owners Growth mindset—willing to ask questions, adapt quickly, and help others learn High School Diploma required Additional Information Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future. Benefits American National offers a comprehensive benefits package supporting employees’ health, financial security, and well‑being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company‑funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment. Equal Opportunity Employment American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. #J-18808-Ljbffr American National Insurance