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.

Ready to take the next step in your career? Apply now and become a part of the American National family!

Job Family Claims  Services Pay Type Hourly Employment Indicator Individual  Contributor