Senior Case Manager (Annuities)

Job description

Job Title: Senior Case Manager (Annuities) – Full, Time Onsite at the following location: League City – Texas, Marina One Reports to: Senior Manager, Production American National is seeking a specialized annuity team member to ensure incoming applications are accurate, compliant, and ready to issue—while mentoring teammates and partnering with agents, external clients, and internal stakeholders. What you’ll do: - Quality-check (QA) annuity new business applications for completeness, accuracy, and regulatory/state-form requirements - Perform suitability review/analysis (including financial and funding details) and resolve “red flags” using sound judgment and established controls - Manage a workflow of higher-dollar, higher-complexity cases (typically $750K+; policies may range into the multi-million-dollar level) and progress each case to issuance - Coordinate with agents/financial advisors, and internal partners to obtain outstanding items and keep cases moving - Process cash-with-application items and support related tracking and internal controls/audit readiness - Mentor and support other case managers across the team; share best practices and help drive consistency What you’ll b...