Precision Annuity Distribution Specialist

American National Insurance; League City (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

American National Insurance seeks a detail-oriented Disbursement Specialist to support the Annuity Operations team in League City, TX. You will review, validate, and process annuity distribution requests with a focus on accuracy, compliance, and timely completion.

You will interact with policy owners, financial professionals, and internal partners by phone and email, handling complex transactions and ensuring proper reporting and regulatory adherence.

Qualifications

• High school diploma or equivalent.
• 2–4 years of relevant professional experience.
• Strong attention to detail and commitment to accuracy.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Review and process annuity distribution requests for accuracy and compliance.
• Process transactions including surrenders, withdrawals, exchanges, and distributions.
• Communicate with policy owners, financial professionals, and internal teams via phone and email.
• Review documents for fraud prevention and risk mitigation.
• Apply knowledge of annuity taxation and distribution requirements.
• Maintain knowledge of withholding requirements and IRS regulations.
• Support processing involving various retirement accounts and distributions (IRAs, 401(k), 457, pensions).
• Enter and validate transaction data in multiple systems.
• Collaborate with team to meet service deadlines.
• Handle time-sensitive New York Regulation 60 transactions per policy.

Skills

Attention to detail

Communication skills

Multi-tasking

Time management

Education

High school diploma

Job description

American National Insurance seeks a detail-oriented Disbursement Specialist to support the Annuity Operations team in League City, TX. You will review, validate, and process annuity distribution requests with a focus on accuracy, compliance, and timely completion.

You will interact with policy owners, financial professionals, and internal partners by phone and email, handling complex transactions and ensuring proper reporting and regulatory adherence.