Quality Assurance Specialist: Annuity Compliance & Data

Clear Destination Inc.; League City (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

American National is seeking a Quality Assurance Specialist to join the Annuity Administration team. You will analyze data, verify transfers, and ensure forms meet state requirements, supporting contract owners and financial professionals.

Join a collaborative environment where independent work is valued and continued education is encouraged. You will handle complex questions about annuity contract provisions and project tasks to improve processes.

Qualifications

• Analytical, research and organizational abilities are required.
• Ability to work independently while collaborating with a team.
• Strong communication and professional writing skills.
• Interpersonal skills for interaction with internal and external parties.
• Commitment to ongoing education and professional development.

Responsibilities

• Data analysis to ensure accurate completion and submission of annuity applications and forms.
• Review transfers, exchanges, rollovers and related paperwork for compliance.
• Accurately apply funds and record transaction details and tax years.
• Address action items from phone calls, escalations or rejected paperwork.
• Communicate with financial professionals and other parties to obtain outstanding requirements.
• Support contract owners and internal partners with questions on annuity provisions and status.
• Take on projects leveraging knowledge and expertise.

Skills

Analytical skills

Research skills

Organizational skills

Communication

Interpersonal skills

Education

Aptitude for continuing education

Job description

American National is seeking a Quality Assurance Specialist to join the Annuity Administration team. You will analyze data, verify transfers, and ensure forms meet state requirements, supporting contract owners and financial professionals.

Join a collaborative environment where independent work is valued and continued education is encouraged. You will handle complex questions about annuity contract provisions and project tasks to improve processes.