Annuity Cash Consolidation- Quality Assurance Specialist
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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. 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. This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National. 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. American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people‑centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn,Facebook,Instagram. Hiring Practices American National’s recruitment policies help us place individuals in a timely and efficient manner, and only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application by logging into their account. While candidates may choose to use artificial intelligence (AI) tools for personal interview preparation, the use of AI or automated tools is not permitted during any live or recorded interview, assessment, or at any stage of the application process where original candidate responses are required. Candidates are expected to represent their own qualifications, skills, and experiences throughout the hiring process. American National does not accept unsolicited resumes or candidate submissions from third‑party recruitment agencies without a valid, signed agreement in place, and no fees will be paid for unauthorized submissions. Additionally, American National’s ability to sponsor employment‑based immigration authorization is limited and available only for certain positions based on business needs and role requirements. 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 RiseMe
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- American National is seeking a Quality Assurance Specialist to join the Annuity Administration team. You will analyze data, verify transfers, and ensure forms meet state requirements, supporting contract owners and financial professionals. Join a collaborative environment...SuggestedContract work
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