Annuity Reporting - Operations Relationship Director
League City, TX, US • Posted 10 days ago • Updated 12 hours ago

American National Insurance Company
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Job Details
Skills
- Reporting
- Distribution
- Onboarding
- Marketing
- Banking
- Partnership
- Management
- DTCC
- Testing
- Research
- Issue Resolution
- Process Improvement
- Documentation
- UPS
- Workflow
- SAP BASIS
- Relationship Building
- Stakeholder Management
- Microsoft Excel
- Microsoft PowerPoint
- Communication
- Problem Solving
- Conflict Resolution
- Writing
- Analytical Skill
- Business Administration
- Sales
- Relationship Management
- Annuities
- Brokerage
- Project Management
- Operational Excellence
- Training
- Durable Skills
- Life Insurance
- Insurance
- FOCUS
- Teamwork
- Collaboration
- Finance
- Recruiting
- Social Media
- LinkedIn
- Facebook
Summary
Department: Annuity & Corporate Operations
Lead the Operational Partnerships that Drive Our Business Forward
Are you energized by building high-impact relationships, solving complex operational challenges, and leading seamless onboarding experiences? American National is looking for a strategic, client-focused Operations Relationship Executive to serve as the primary connection point between our organization and key distribution partners, including banks, broker dealers, and third-party marketing organizations.
This is a front-facing, high-visibility role where you'll own operational onboarding, elevate partner experience, and influence key technology and process improvements that enhance how we do business.
What You'll Do
Be the Operational Point Person
- Lead onboarding efforts for new banks, broker dealers, and marketing organizations, assessing technology needs, running planning meetings, and coordinating across internal teams.
- Serve as the main operations contact for assigned banks, broker dealers, wholesalers, and internal partners.
- Manage all selling agreements, updates, and commission changes with precision and timeliness.
- Partner with IT and Sales to strengthen our digital capabilities (DTCC, FireLight, Affirm, and other platforms).
- Support testing and rollout of new tools and enhancements to keep American National competitive and efficient.
- Research, resolve, and track system platform issues that impact sales or partner relationships.
- Connect with the right internal stakeholders to drive issue resolution and process improvements.
- Recommend solutions, gain buy-in, and negotiate final decisions with involved teams.
- Maintain detailed records of issues, stakeholders, resolutions, and follow-ups.
- Communicate solutions and updates to partners within required timelines.
- Evaluate partner initiatives and assess their impact on American National systems and workflows.
- Visit partner firms and attend company or industry meetings on an as-needed basis.
Required Qualifications
- Bachelor's degree
- 8-10 years of relevant experience
- Strong relationship-building and stakeholder-management skills
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and strong technology aptitude
- Exceptional verbal and written communication skills
- Ability to present to senior leaders and external partners
- Strong organization, planning, and problem-solving abilities
- Ability to thrive under deadlines in a fast-paced environment
- Experience writing reports, procedures, and business correspondence
- Analytical skills to interpret data, define problems, and develop conclusions
- Bachelor's degree in IT, business administration, or related field
- 15+ years of operations/technology experience in the insurance industry
- 8+ years in annuity sales, relationship management, or annuity operations
- 3-5 years supporting full-service brokerage or bank broker dealers
- Project management expertise and strong prioritization skills
This role sets the tone for how new partners experience American National, and how effectively we deliver service, technology, and operational excellence. You'll have autonomy to establish methods, drive results, and influence key partner relationships.
Our job titles may span more than one career level. The actual base pay is dependent upon many factors, including training, transferable skills, work experience, business needs, and market demands. The base pay is subject to change and may be modified in the future.
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization's values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National's recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn , Facebook , Instagram
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.
- Dice Id: RTX1542e5
- Position Id: 2700-1
- Posted 10 days ago
Company Info
Since 1905, American National Insurance Company, founded and headquartered Galveston, Texas, has successfully managed a broad portfolio of insurance and financial products and services, to deliver on our promise to be there for our clients and communities when they need us most.
Our legacy is built on our FIRST values: financial strength, integrity, respect, service and teamwork. More than a century later, we continue to deliver products, services and a work culture that provide a sense of security to our clients and employees.
American National’s future is bright, thanks to new partnerships and ventures in diverse growth products aimed to leverage our full potential and become a leading provider in life, annuity and property and casualty insurance and services.
In our own community, American National is committed to fostering a culture that welcomes diverse talents and perspectives and uses varied insights to make us better. We value the creativity and vitality that an inclusive workforce creates and strive to embrace what makes each of us unique.
We place our values "FIRST" in all we do.
All of our values affect one another. If we do not have financial strength, we lose the trust and respect of our clients through lack of service and teamwork.
Financial Strength - We are all dedicated to financial stability and profitable growth to honor our promises to our insureds, to create opportunities for our employees and business partners, and to provide a fair return to our shareholders.
Integrity - Do what's right. Always! We adhere to and place great importance on ethics, integrity and compliance. We are individually accountable for demonstrating the highest standards of each to earn our client's trust.
Respect - The golden rule! We will treat all people with empathy, compassion and dignity. We view our business as one of relationships, not transactions. We are committed to making a meaningful difference in the lives of our clients and our team.
Service - We have the ability and responsibility to live a life of significance through service and commitment to our values. We are committed to understanding our customer's expectations and striving to exceed them with our outstanding service.
Teamwork - We are all in this together. Our success depends on the unique contributions of all employees and business partners. We do this by meeting commitments, being accountable and making continuous improvement. We are committed to the success of our team.
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