Annuity Cash Consolidation- Quality Assurance Specialist

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. We are committed to building a diverse and inclusive workplace and encourage candidates to apply even if their experience does not perfectly align with every qualification.

Benefits

• Multiple medical plan options
• Dental and vision coverage
• Basic life insurance
• Health savings accounts
• Company‑funded 401(k) plan
• Paid time off and holidays
• Inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment