Advanced Case Manager (Annuity)

American National Insurance•League City, TX

About The Position

Are you a detail-driven professional who thrives in a fast-paced, customer-focused environment? We’re looking for an experienced Advanced Case Manager to join our team and play a key role in ensuring the accurate and efficient processing of new business and policy changes. In this role, you’ll bring your expertise to analyze applications, support agents, and help deliver a seamless experience across the policy lifecycle.

Requirements

A minimum of one year of experience working with annuities
Strong knowledge of policy processing, documentation, and compliance requirements
Ability to work independently with minimal supervision while managing multiple priorities
Excellent analytical, organizational, and problem-solving skills
Strong communication skills with a customer-first mindset
Experience working in admin systems and workflow tools

Responsibilities

Review and process new business and policy change applications for accuracy, completeness, and compliance
Performs suitability analysis to ensure contracts meet American National Insurance Company (ANICO) suitability standards prior to issue.
Analyze policy forms and ensure proper completion of all state-required documentation
Enter and update policy information within administrative systems
Effectively manage and prioritize your workload while maintaining prompt and clear communication with agents and internal partners, including handling both outgoing and incoming calls, emails, and other correspondence.
Provide resolution, status updates, and support to agents with a strong focus on customer service
Process policy and financial transactions with a high level of accuracy
Document all work activity and communications within workflow systems
Support complex policy changes and service-related issues as needed
Assist with training and mentorship of team members
Contribute to testing and special projects to support business initiatives