Annuity Supervisor

Reposted 5 Hours Ago
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League City, TX, USA
In-Office
Junior
Insurance
The Role
Supervises daily post-issue annuity administration, monitors transaction workflows and backlogs, supports quality assurance, coaches team members, and assists with onboarding and performance development. Partners with agents, clients, auditors, HR, and internal teams to resolve issues. Identifies process improvements, strengthens controls and reporting, supports special projects, and helps achieve production goals, KPIs, and service-level expectations in an onsite environment.
Summary Generated by Built In

Internal Job Title: Supervisor, Annuity Administration

Location: League City, TX. (Marina One) | Status: Full-Time, Salaried | Work arrangement: Onsite

Reports to: Senior Manager, Production

 

Leveling Note: In review of candidate qualifications, another job level may be evaluated (Manager).

 

American National is seeking a Supervisor, Annuity Administration to oversee daily production and support a team responsible for post-issue annuity transactions. This role is ideal for someone who enjoys leading people, improving processes, and ensuring work is completed accurately, efficiently, and with strong service to agents, clients, and internal partners.

 

What You’ll Do

  • Lead daily workflow, production, and service expectations for post-issue annuity transactions
  • Review backlog reports, monitor workloads, and help ensure transactions are processed timely and accurately
  • Coach, support, and provide feedback to team members while helping them understand expectations and priorities
  • Assist with onboarding, training, performance discussions, and employee development
  • Support quality assurance by reviewing work, identifying trends, and helping reduce errors
  • Partner with agents, clients, marketing, auditors, HR, and internal teams to resolve questions and provide updates
  • Identify process improvement opportunities and recommend ways to improve controls, procedures, reporting, and efficiency
  • Support special projects and contribute to team goals, KPIs, and service level agreements

 

What We’re Looking For

  • High school diploma required; associate degree or bachelor’s degree preferred
  • Two + years of demonstrated leadership, team lead, coaching, or supervisory experience
  • Experience in financial services, insurance, annuities, banking, accounting, or transaction processing strongly preferred
  • General understanding of accounting concepts, debits/credits, financial products, or similar products is helpful
  • Strong written and verbal communication skills with the ability to work with internal and external partners
  • Ability to prioritize work, hold others accountable, ask thoughtful questions, and identify better ways of doing things.

 

What Will Help You Succeed

  • You are comfortable leading a team in a production-focused environment
  • You enjoy learning processes, asking questions, and looking for ways to improve efficiency
  • You communicate clearly, professionally, and often
  • You can balance quality, quantity, accuracy, and service expectations
  • You are adaptable, open to feedback, and able to support a team through changing priorities

 

Work Environment

This is a full-time, onsite position based at League City - Texas, Marina One. The role requires regular physical presence in the office and does not offer remote work. No travel is expected.

 

Why Join Us

In this role, you will have the opportunity to lead and develop a team, support meaningful process improvements, partner across the business, and help ensure a high-quality experience for our agents, clients, and internal teams.

Skills Required

  • High school diploma
  • Associate degree or bachelor's degree
  • Two or more years of leadership, team lead, coaching, or supervisory experience
  • Experience in financial services, insurance, annuities, banking, accounting, or transaction processing
  • General understanding of accounting concepts, debits and credits, financial products, or similar products
  • Strong written and verbal communication skills
  • Ability to prioritize work, hold others accountable, ask thoughtful questions, and identify process improvements
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The Company
HQ: Galveston, TX
4,265 Employees

What We Do

American National has been building meaningful relationships with our clients, employees and surrounding communities for more than 110 years. We provide protection, security and comfort to more than 5 million policyholders who put their trust in our financial stability and strength. Our founder, William L. Moody Jr., envisioned a successful and trustworthy company that constantly strived to exceed expectations: “We see no reason why each year should not record a greater success than the preceding one.” Our determination to go beyond what’s expected, to never settle and to always uphold the highest ethical standards fuels our thriving corporation. Thanks to strong management and prudent reinvestment in the company’s growth, American National is a major provider of insurance and annuities. American National offers a broad variety of life insurance, retirement annuities, accident and health insurance, pension plan products and services, credit insurance, and property/casualty insurance for personal lines, agribusiness and commercial businesses.

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