Senior Case Manager (Annuities)

American National • League City, TX

3d • Onsite

About The Position

American National is seeking a specialized annuity team member to ensure incoming applications are accurate, compliant, and ready to issue—while mentoring teammates and partnering with agents, external clients, and internal stakeholders. What you’ll do Quality-check (QA) annuity new business applications for completeness, accuracy, and regulatory/state-form requirements Perform suitability review/analysis (including financial and funding details) and resolve “red flags” using sound judgment and established controls Manage a workflow of higher-dollar, higher-complexity cases (typically $750K+; policies may range into the multi-million-dollar level) and progress each case to issuance Coordinate with agents/financial advisors, and internal partners to obtain outstanding items and keep cases moving Process cash-with-application items and support related tracking and internal controls/audit readiness Mentor and support other case managers across the team; share best practices and help drive consistency

Requirements

• Professional annuity work experience, understanding of annuity basics and terminology
• Strong attention to detail and ability to “scrub” applications for accuracy and completeness
• Ability to adhere and implement suitability review concepts and apply guidelines with independent judgment
• Strong communication skills (written and verbal) with external agents/advisors and internal partners
• Proficiency with Microsoft Office products (Outlook, Teams, Excel, Word)

Nice To Haves

• Experience with high-dollar annuity cases and time-sensitive issuance
• Insurance experience
• Familiarity with state-specific new business requirements and forms
• Experience mentoring peers or serving as a go-to resource on a team

Responsibilities

• Quality-check (QA) annuity new business applications for completeness, accuracy, and regulatory/state-form requirements
• Perform suitability review/analysis (including financial and funding details) and resolve “red flags” using sound judgment and established controls
• Manage a workflow of higher-dollar, higher-complexity cases (typically $750K+; policies may range into the multi-million-dollar level) and progress each case to issuance
• Coordinate with agents/financial advisors, and internal partners to obtain outstanding items and keep cases moving
• Process cash-with-application items and support related tracking and internal controls/audit readiness
• Mentor and support other case managers across the team; share best practices and help drive consistency

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees