Advanced Annuity Account & Suspense Specialist

Job Title:

Advanced Annuity Accounting & Suspense Specialist

Onsite, Location:

League City, Texas - Marina One

Status:

Full-Time, Hourly Reports to: Senior Manager, Production (Annuities) Join our Annuity Operations team as a go-to resource for complex transactions, escalations, and suspense management. This role supports Disbursements, partners closely with internal teams and representatives, and helps keep high-impact work moving accurately and on time. What you ll do Own and report on suspense items, partner with teams to research root cause, and drive timely resolution Support disbursement transactions including partial/full withdrawals, fund/allocation transfers, and maturity transactions Support accounting activities such as reconciling/balancing payment jobs, processing bank changes, wires, EFT balancing, and clearing daily errors Assist with correspondence and contract inquiries (illustrations, histories, beneficiary/ownership changes, assignments, TEFRA/TAMRA questions) Help train and mentor teammates; serve as a go-to for escalations and process improvement opportunities What we re looking for 2+ years minimum, experience in annuities, insurance operations, insurance/financial services operations, or a closely related environment (4+ years overall experience preferred) Demonstrated strengths in critical analysis, reconciliation/suspense work, and resolving complex issues with attention to detail Comfortable working in multiple systems (e.g., PolicyLink, BPM/Insight, SharePoint) and using Microsoft Office (basic Excel/data entry) Strong customer service mindset and professional communication with internal partners, representatives, and contract owners Growth mindset-willing to ask questions, adapt quickly, and help others learn