What are the responsibilities and job description for the Annuity Unit - Policy Change Analyst position at American National?
Join Our Team as a Policy Change Analyst!
Are you a detail-oriented professional with a passion for ensuring compliance and efficiency in annuity policy changes? We are looking for a dedicated Policy Change Analyst to oversee and enhance our annuity processes. If you thrive in a dynamic environment and have a knack for improving systems, we want to hear from you!
Key Responsibilities
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Are you a detail-oriented professional with a passion for ensuring compliance and efficiency in annuity policy changes? We are looking for a dedicated Policy Change Analyst to oversee and enhance our annuity processes. If you thrive in a dynamic environment and have a knack for improving systems, we want to hear from you!
Key Responsibilities
- Change Management: Handle and process requests for changes in address, name, owner, and plan type for annuity policies.
- Spousal Assumptions: Manage and oversee the process of spousal assumption on annuity policies, ensuring compliance with relevant regulations and company policies.
- Coverage Verifications: Verify the coverage details of annuity policies, ensuring accuracy and completeness of records.
- Value Inquiries: Address and resolve questions related to the value of annuity policies, providing clear and accurate information to policyholders.
- Statement Requests: Process and fulfill requests for policy statements, ensuring timely and accurate delivery to policyholders.
- Customer Service: Provide exceptional customer service to policyholders, addressing their concerns and inquiries with professionalism and efficiency.
- Documentation and Record-Keeping: Maintain accurate and up-to-date records of all policy changes and related transactions.
- Background in finance or annuities.
- Experience in a fast-paced environment.
- Strong time management skills.
- Highly organized and detail oriented.
- Computer literate with proficiency in relevant software.
- Willingness and eagerness to grow and learn within the area.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Innovative Environment: Be part of a team that values continuous improvement and innovation.
- Professional Growth: Opportunities for professional development and career advancement.
- Collaborative Culture: Work in a supportive and collaborative environment.
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
