Advanced Annuity Account & Suspense Specialist

American National Insurance • League City, TX

7d • Onsite

About The Position

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.

Requirements

• 2+ years minimum, experience in annuities, insurance operations, insurance/financial services operations, or a closely related environment
• 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

Nice To Haves

• 4+ years overall experience preferred

Responsibilities

• 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

Benefits

• Multiple medical plan options
• Dental coverage
• Vision coverage
• Basic life insurance
• Health savings accounts
• Company-funded 401(k) plan
• Paid time off
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed