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Open nowPosted 13 days ago

Annuity Cash Consolidation- Quality Assurance Specialist

anico34 open roles

Where
American National - Marina One, 2525 South Shore Blvd, League City, Texas, United States of America
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Your applicationOpen nowAnnuity Cash Consolidation- Quality Assurance Specialistanico · American National - Marina One, 2525 South Shore Blvd, League City, Texas, United States of America

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.2%30 days
This job: posted 13 days ago

The posting

Join Our Team as a Quality Assurance Specialist at American National! Are you detail-oriented and passionate about ensuring compliance in the annuity industry? American National is looking for a dedicated Quality Assurance Specialist to join our Annuity Administration team. If you thrive in a dynamic environment and have a knack for analyzing data and supporting contract owners, we want to hear from you! Key Responsibilities:

Data Analysis: Ensure accurate completion and submission of annuity applications, transfers, and state-required forms. Transaction Review: Verify transfers, exchanges, rollovers, and related paperwork for accuracy and compliance. Fund Application: Accurately apply funds, record transaction details, tax years, and cost basis information. Issue Resolution: Address action items resulting from phone calls, escalations, or rejected paperwork. Communication: Contact financial professionals, company representatives, and other parties to obtain outstanding requirements while maintaining a favorable company image. Support: Assist financial professionals, contract owners, and internal partners with complex questions regarding annuity contract provisions, status, and transaction details. Project Management: Take on various tasks or projects that utilize your knowledge and expertise.

Qualifications:

Education: Aptitude for continuing education and professional development. Independence: Ability to work independently without constant supervision while thriving in a collaborative team environment. Skills: Strong analytical, research, and organizational skills. Communication: Ability to prepare clear, professional business correspondence. Interpersonal: Ability to interact effectively and professionally with internal employees, management, financial professionals, and contract owners.

Why Join Us? At American National, we value our employees and offer a supportive and collaborative work environment. You'll have the opportunity to grow your career, continue your education, and make a meaningful impact by supporting our annuity customers and distribution partners. Ready to take the next step in your career? Apply now and become a part of the American National family!

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