Annuity Cash Consolidation- Quality Assurance Specialist
American National•League City, TX
About The Position
American National is looking for a dedicated Quality Assurance Specialist to join our Annuity Administration team. This role involves ensuring compliance in the annuity industry, analyzing data, and supporting contract owners. The ideal candidate is detail-oriented and thrives in a dynamic environment.
Requirements
- Aptitude for continuing education and professional development.
- Ability to work independently without constant supervision while thriving in a collaborative team environment.
- Strong analytical, research, and organizational skills.
- Ability to prepare clear, professional business correspondence.
- Ability to interact effectively and professionally with internal employees, management, financial professionals, and contract owners.
Responsibilities
- Ensure accurate completion and submission of annuity applications, transfers, and state-required forms.
- Verify transfers, exchanges, rollovers, and related paperwork for accuracy and compliance.
- Accurately apply funds, record transaction details, tax years, and cost basis information.
- Address action items resulting from phone calls, escalations, or rejected paperwork.
- Contact financial professionals, company representatives, and other parties to obtain outstanding requirements while maintaining a favorable company image.
- Assist financial professionals, contract owners, and internal partners with complex questions regarding annuity contract provisions, status, and transaction details.
- Take on various tasks or projects that utilize your knowledge and expertise.
Benefits
- Opportunity to grow your career
- Continued education opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
