Annuity Unit - Account Specialist

Join Our Team as an Account Specialist!
Are you a detail-oriented professional with a background in insurance or banking? We are looking for a dedicated Account Specialist to assist with processing financial information on annuity accounts. If you thrive in a fast-paced environment and have strong organizational skills, we want to hear from you!
Key Responsibilities:
• Disbursement Processing: Handle all disbursement requests, including partial surrenders, surrenders, loans, allocation and fund transfers, and matured annuity rider transactions.
• Accounting Tasks: Process accounting requests, reconcile and balance payment jobs, manage bank changes, allocation and fund transfers, wires, EFT balancing, and clear daily errors reports.
• Correspondence Management: Address general inquiries into policies, TEFRA and TAMRA questions, in-force illustration requests, premium and loan histories, beneficiary changes, ownership changes, and assignments.
• Franchise Functions: Manage new business functions, residual payment applications, and balance automated franchise jobs.
• Tax Reporting: Ensure appropriate tax reporting and verify cost basis.
• Suspense Item Reporting: Report suspense items to teams and managers, ensuring timely clearance and assisting team members in reviewing and researching these items.
• Stakeholder Interaction: Interact with representatives, policyowners, and internal departments.
• Legacy Life Requests: Process Legacy Life requests maintained in a separate database.
• Training Support: Assist with training new hires and periodically support existing employees.
Qualifications:
• High school diploma.
• Four to six years of experience in insurance and/or banking.
• Working knowledge of basic accounting functions and bank procedures.
• Strong organizational skills and time management abilities.
• Computer literate with proficiency in relevant software.
• Ability to work in a fast-paced environment.
• Willingness and eagerness to grow and learn within the area.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
Occupational Requirements:
• Performs routine work within established policies and procedures, receiving detailed instructions on new projects and assignments.
• Requires physical presence in the company office on a full-time basis.

Why Join Us?
• Innovative Environment: Be part of a team that values continuous improvement and innovation.
• Professional Growth: Opportunities for professional development and career advancement.
• Collaborative Culture: Work in a supportive and collaborative environment.
If you are ready to take your career to the next level and make a significant impact in the world of annuities, apply today!


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.