Annuity Unit - Transfer Processor

American National Insurance•League City, TX

About The Position

American National is seeking a Transfer Processor to join our team! Essential Functions and Duties: Serve as a point of contact within the new business unity of Annuity Services Addressing inquiries concerning the status of pending new business application, contract service inquiries, and contract research. Perform daily status calls on exchanges, transfers and roll over requests Handle all email inquiries and escalations Minimum Requirements: Proficient in written and verbal correspondence Insurance experience desired Strong aptitude for customer service Ability to problem solve Ability to analyze data and make decisions Technical and administrative skills to include personal computing in Microsoft Word and Excel The ability to communicate in a clear and concise manner Career band: U1 Our job titles may span more than one career level. The actual base pay is dependent upon many factors, including training, transferable skills, work experience, business needs, and market demands. The base pay is subject to change and may be modified in the future. 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. American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations. Hiring Practices The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National. American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

Requirements

Proficient in written and verbal correspondence
Insurance experience desired
Strong aptitude for customer service
Ability to problem solve
Ability to analyze data and make decisions
Technical and administrative skills to include personal computing in Microsoft Word and Excel
The ability to communicate in a clear and concise manner

Responsibilities

Serve as a point of contact within the new business unity of Annuity Services
Addressing inquiries concerning the status of pending new business application, contract service inquiries, and contract research.
Perform daily status calls on exchanges, transfers and roll over requests
Handle all email inquiries and escalations