Advanced Case Manager (Annuity)

Are you a detail-driven professional who thrives in a fast-paced, customer-focused environment? We’re looking for an experienced Advanced Case Manager to join our team and play a key role in ensuring the accurate and efficient processing of new business and policy changes. In this role, you’ll bring your expertise to analyze applications, support agents, and help deliver a seamless experience across the policy lifecycle. What You’ll Do Review and process new business and policy change applications for accuracy, completeness, and compliance Performs suitability analysis to ensure contracts meet American National Insurance Company (ANICO) suitability standards prior to issue. Analyze policy forms and ensure proper completion of all state-required documentation Enter and update policy information within administrative systems Effectively manage and prioritize your workload while maintaining prompt and clear communication with agents and internal partners, including handling both outgoing and incoming calls, emails, and other correspondence. Provide resolution, status updates, and support to agents with a strong focus on customer service Process policy and financial transactions with a high level of accuracy Document all work activity and communications within workflow systems Support complex policy changes and service-related issues as needed Assist with training and mentorship of team members Contribute to testing and special projects to support business initiatives What You Bring A minimum of one year of experience working with annuities Strong knowledge of policy processing, documentation, and compliance requirements Ability to work independently with minimal supervision while managing multiple priorities Excellent analytical, organizational, and problem-solving skills Strong communication skills with a customer-first mindset Experience working in admin systems and workflow tools Why Join Us At American National, you’ll be part of a collaborative team that values accuracy, accountability, and continuous improvement. Your work directly impacts both our agents and customers, helping deliver high-quality service every day.   Ready to Make an Impact? Apply today and bring your expertise to a team that values your experience and supports your growth.