American National
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 error 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, policy owners, 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!
Seniority level
Mid‑Senior level
Employment type
Full-time
Job function
Finance and Sales
Insurance
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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 error 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, policy owners, 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!
Seniority level
Mid‑Senior level
Employment type
Full-time
Job function
Finance and Sales
Insurance
#J-18808-Ljbffr