Annuity Cash Consolidation- Quality Assurance Specialist

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!