What are the responsibilities and job description for the Advanced Case Manager (Annuity) position at American National?
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
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.
Additional Information
Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future.
This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National.
American National offers a comprehensive benefits package supporting employees’ health, financial security, and well‑being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company‑funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment.
American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people‑centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram.
Hiring Practices
American National’s recruitment policies help us place individuals in a timely and efficient manner, and only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application by logging into their account.
While candidates may choose to use artificial intelligence (AI) tools for personal interview preparation, the use of AI or automated tools is not permitted during any live or recorded interview, assessment, or at any stage of the application process where original candidate responses are required. Candidates are expected to represent their own qualifications, skills, and experiences throughout the hiring process. American National does not accept unsolicited resumes or candidate submissions from third‑party recruitment agencies without a valid, signed agreement in place, and no fees will be paid for unauthorized submissions. Additionally, American National’s ability to sponsor employment‑based immigration authorization is limited and available only for certain positions based on business needs and role requirements.
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.
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
- 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
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.
Additional Information
Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future.
This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National.
American National offers a comprehensive benefits package supporting employees’ health, financial security, and well‑being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company‑funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people‑first culture that values flexibility, work‑life balance, professional growth, and a casual dress environment.
American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people‑centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram.
Hiring Practices
American National’s recruitment policies help us place individuals in a timely and efficient manner, and only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application by logging into their account.
While candidates may choose to use artificial intelligence (AI) tools for personal interview preparation, the use of AI or automated tools is not permitted during any live or recorded interview, assessment, or at any stage of the application process where original candidate responses are required. Candidates are expected to represent their own qualifications, skills, and experiences throughout the hiring process. American National does not accept unsolicited resumes or candidate submissions from third‑party recruitment agencies without a valid, signed agreement in place, and no fees will be paid for unauthorized submissions. Additionally, American National’s ability to sponsor employment‑based immigration authorization is limited and available only for certain positions based on business needs and role requirements.
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.