Advanced Annuity Account & Suspense Specialist

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...