Disbursement Specialist Fixed Annuities

Job Title:

Disbursement Specialist -

Fixed Annuities Onsite, Location:

League City, Texas - Marina One

Status:

Full-Time, Hourly Reports to: Senior Manager, Production The Disbursement Specialist is responsible for reviewing and processing outgoing disbursements for annuity contracts, with a strong emphasis on accuracy, risk awareness, and timely completion. You will review distribution request forms received digitally, by email, and by mail; enter and validate data in multiple systems; and partner with internal teams to ensure funds are released correctly and on schedule. What you ll do Review and analyze distribution request forms and supporting documentation to ensure completeness and accuracy Process high-volume disbursement transactions including full/partial surrenders, systematic withdrawals, outgoing 1035 exchanges, and fixed or interest-only distributions Enter and validate data in administrative systems; resolve exceptions such as mismatched policy or banking information Screen disbursement requests for fraud prevention and escalate risk concerns appropriately Apply an understanding of tax codes and distribution rules to support proper tax reporting (e.g., withholding requirements, IRA/qualified plan distributions, transfers vs rollovers) Communicate with representatives, policy owners, and internal departments via email and by phone to resolve issues and meet service level agreements Manage work across multiple shared inboxes and workflow queues while maintaining strong attention to detail Qualifications Two years + of relevant work experience in a transaction-driven, detail oriented, and deadline focused work environment Strong attention to detail and commitment to quality-accuracy is critical Ability to learn new systems quickly and follow established procedures while handling changing priorities Strong written and verbal communication skills with a service mindset Self-motivated critical thinker who can research discrepancies and drive issues to resolution What sets you apart Work experience in any of the following fields: Insurance, banking, finance (2-3 years preferred) Working knowledge of basic accounting functions and/or bank procedures Experience processing disbursements, withdrawals, transfers, or other regulated financial transactions