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Annuity Cash Consolidation- Quality Assurance Specialist

American National Insurance Company

Join Our Team as a Quality Assurance Specialist at American National!Are you detail-oriented and passionate about ensuring compliance in the annuity industry? American National is looking for a dedicated Quality Assurance Specialist to join our Annuity Administration team. If you thrive in a dynamic environment and have a knack for analyzing data and supporting contract owners, we want to hear from you!Key Responsibilities:Data Analysis: Ensure accurate completion and submission of annuity applications, transfers, and state-required forms.Transaction Review: Verify transfers, exchanges, rollovers, and related paperwork for accuracy and compliance.Fund Application: Accurately apply funds, record transaction details, tax years, and cost basis information.Issue Resolution: Address action items resulting from phone calls, escalations, or rejected paperwork.Communication: Contact financial professionals, company representatives, and other parties to obtain outstanding requirements while maintaining a favorable company image.Support: Assist financial professionals, contract owners, and internal partners with complex questions regarding annuity contract provisions, status, and transaction details.Project Management: Take on various tasks or projects that utilize your knowledge and expertise.Qualifications:Education: Aptitude for continuing education and professional development.Independence: Ability to work independently without constant supervision while thriving in a collaborative team environment.Skills: Strong analytical, research, and organizational skills.Communication: Ability to prepare clear, professional business correspondence.Interpersonal: Ability to interact effectively and professionally with internal employees, management, financial professionals, and contract owners.Why Join Us?At American National, we value our employees and offer a supportive and collaborative work environment. You'll have the opportunity to grow your career, continue your education, and make a meaningful impact by supporting our annuity customers and distribution partners.Ready to take the next step in your career? Apply now and become a part of the American National family!JobFamilyClaims ServicesPayTypeHourlyEmploymentIndicatorIndividual Contributor

Vacancy posted 1 day ago
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