Job Description

Job Title: Advanced Annuity Accounting & Suspense Specialist
Onsite, Location: League City, Texas – Marina One
Status: Full-Time, Hourly
Reports to: Senior Manager, Production (Annuities)

Join our Annuity Operations team as a go-to resource for complex transactions, escalations, and suspense management. This role supports Disbursements, partners closely with internal teams and representatives, and helps keep high-impact work moving accurately and on time.

What you’ll do
• Own and report on suspense items, partner with teams to research root cause, and drive timely resolution
• Support disbursement transactions including partial/full withdrawals, fund/allocation transfers, and maturity transactions
• Support accounting activities such as reconciling/balancing payment jobs, processing bank changes, wires, EFT balancing, and clearing daily errors
• Assist with correspondence and contract inquiries (illustrations, histories, beneficiary/ownership changes, assignments, TEFRA/TAMRA questions)
• Help train and mentor teammates; serve as a “go-to” for escalations and process improvement opportunities

What we’re looking for
• 2+ years minimum, experience in annuities, insurance operations, insurance/financial services operations, or a closely related environment (4+ years overall experience preferred)
• Demonstrated strengths in critical analysis, reconciliation/suspense work, and resolving complex issues with attention to detail
• Comfortable working in multiple systems (e.g., PolicyLink, BPM/Insight, SharePoint) and using Microsoft Office (basic Excel/data entry)
• Strong customer service mindset and professional communication with internal partners, representatives, and contract owners
• Growth mindset—willing to ask questions, adapt quickly, and help others learn
• High School Diploma required

Career band: U4

Additional Information
Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future.
This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National.

American National offers a comprehensive benefits package supporting employees’ health, financial security, and well being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people first culture that values flexibility, work life balance, professional growth, and a casual dress environment.
American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram.
Hiring Practices
American National’s recruitment policies help us place individuals in a timely and efficient manner, and only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application by logging into their account.
While candidates may choose to use artificial intelligence (AI) tools for personal interview preparation, the use of AI or automated tools is not permitted during any live or recorded interview, assessment, or at any stage of the application process where original candidate responses are required. Candidates are expected to represent their own qualifications, skills, and experiences throughout the hiring process. American National does not accept unsolicited resumes or candidate submissions from third party recruitment agencies without a valid, signed agreement in place, and no fees will be paid for unauthorized submissions. Additionally, American National’s ability to sponsor employment based immigration authorization is limited and available only for certain positions based on business needs and role requirements.

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.