American National ยท 1 month ago
Annuity Unit - Case Manager
American National - Marina One, 2525 South Shore Blvd, League City, Texas, United States of America
Full-time
Onsite
New Grad, Entry LevelAmerican National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security since 1905. They are seeking a Case Manager to ensure annuity applications are processed accurately and efficiently, supporting sales success through detailed review and communication with agents.
Auto InsuranceFinancial ServicesHealth CareHealth InsuranceInsuranceLife Insurance
Responsibilities
Review and evaluate new business annuity applications, including IRA, Roth IRA, and 401(k) packets, disclosures, and rider applications
Identify and follow up on missing or required documentation to ensure timely processing
Manage the Regulation 60 process for New York-based applications
Assess the financial suitability of incoming applications
Communicate with agents to resolve escalated issues and provide exceptional service
Navigate a queue-based workflow and consistently meet or exceed daily processing goals
Maintain strict confidentiality in handling sensitive information
Qualification
Required
High school diploma or equivalent
Experience in insurance, clerical/office work, customer service, finance, or processing
Strong multitasking skills with the ability to focus deeply when needed
A proactive, solutions-oriented mindset and a commitment to excellence
Benefits
Medical, dental, vision, and basic life insurance
401k plan
Bank of paid time off
Paid holidays
Company
American National
American National is an insurance company that provides life insurance, health insurance, and auto insurance services.
Founded in 1905
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-08-09Acquired
Leadership Team
M
Matthew Ostiguy
Senior Vice President, P&C Chief Operating Officer, American National Insurance Company
Recent News
2025-12-01
2025-12-01
American National Insurance, LLC
2025-10-31
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