QA Specialist: Annuity Data & Compliance Expert

American National; League City (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

American National is seeking a Quality Assurance Specialist for the Annuity Administration team. The role focuses on data analysis, ensuring accurate processing of annuity applications, transfers, and forms, while maintaining compliance and strong communication with professionals and contract owners.

You will work independently within a collaborative team environment, supporting complex questions and participating in diverse projects to strengthen our processes and customer service.

Qualifications

• Data analysis and accuracy in annuity applications.
• Verify transfers, forms, and paperwork for compliance.
• Prepare clear, professional correspondence and maintain records.

Responsibilities

• Ensure accurate completion and submission of annuity applications.
• Verify transfers and related paperwork for compliance.
• Apply funds and record transaction details and tax years.
• Address action items from calls, escalations, or rejected paperwork.
• Communicate with financial professionals to obtain outstanding requirements.
• Support contract owners and internal partners with questions about annuity provisions and status.
• Take on projects that use your knowledge and expertise.

Skills

Data analysis

Analytical thinking

Communication

Independence

Interpersonal skills

Organizational skills

Job description

American National is seeking a Quality Assurance Specialist for the Annuity Administration team. The role focuses on data analysis, ensuring accurate processing of annuity applications, transfers, and forms, while maintaining compliance and strong communication with professionals and contract owners.

You will work independently within a collaborative team environment, supporting complex questions and participating in diverse projects to strengthen our processes and customer service.