Annuity Reporting - Operations Relationship Director

American National InsuranceLeague City, TX
5dOnsite

About The Position

Are you energized by building high-impact relationships, solving complex operational challenges, and leading seamless onboarding experiences? American National is looking for a strategic, client-focused Operations Relationship Executive to serve as the primary connection point between our organization and key distribution partners, including banks, broker dealers, and third-party marketing organizations. This is a front-facing, high-visibility role where you’ll own operational onboarding, elevate partner experience, and influence key technology and process improvements that enhance how we do business.

Requirements

  • Bachelor’s degree
  • 8–10 years of relevant experience
  • Strong relationship-building and stakeholder-management skills
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and strong technology aptitude
  • Exceptional verbal and written communication skills
  • Ability to present to senior leaders and external partners
  • Strong organization, planning, and problem-solving abilities
  • Ability to thrive under deadlines in a fast-paced environment
  • Experience writing reports, procedures, and business correspondence
  • Analytical skills to interpret data, define problems, and develop conclusions

Nice To Haves

  • Bachelor’s degree in IT, business administration, or related field
  • 15+ years of operations/technology experience in the insurance industry
  • 8+ years in annuity sales, relationship management, or annuity operations
  • 3–5 years supporting full-service brokerage or bank broker dealers
  • Project management expertise and strong prioritization skills

Responsibilities

  • Lead onboarding efforts for new banks, broker dealers, and marketing organizations, assessing technology needs, running planning meetings, and coordinating across internal teams.
  • Serve as the main operations contact for assigned banks, broker dealers, wholesalers, and internal partners.
  • Manage all selling agreements, updates, and commission changes with precision and timeliness.
  • Partner with IT and Sales to strengthen our digital capabilities (DTCC, FireLight, Affirm, and other platforms).
  • Support testing and rollout of new tools and enhancements to keep American National competitive and efficient.
  • Research, resolve, and track system platform issues that impact sales or partner relationships.
  • Connect with the right internal stakeholders to drive issue resolution and process improvements.
  • Recommend solutions, gain buy-in, and negotiate final decisions with involved teams.
  • Maintain detailed records of issues, stakeholders, resolutions, and follow-ups.
  • Communicate solutions and updates to partners within required timelines.
  • Evaluate partner initiatives and assess their impact on American National systems and workflows.
  • Visit partner firms and attend company or industry meetings on an as-needed basis.

Benefits

  • American National offers eligible employees and their families medical, dental, vision, and basic life insurance.
  • Employees are able to enroll in our company’s 401k plan.
  • Employees also receive annually a bank of paid time off and paid holidays.
  • We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
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