Internal Job Title: Annuity Administration - Trainer
Location: Onsite, League City, Texas — Marina One
Position Type: Full-Time, Hourly
Reports to: Education & Development Specialist
Leveling Note: Candidate qualifications will be reviewed to determine appropriate leveling; Senior Trainer may be considered
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About the Role
American National is seeking a Trainer to support Annuity Administration. This role is ideal for someone who enjoys helping others learn, explains complex information clearly, and has experience with annuity administration, new business, post-issue processes, or related operations. The Trainer will facilitate learning, develop resources, and help employees build confidence with systems, procedures, service standards, and best practices.
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What You’ll Do
- Develop, deliver, and maintain training programs for new hires and existing Annuity Administration employees
- Facilitate instructor-led, virtual, one-on-one, and classroom-style training sessions
- Train employees on new business, post-issue, disbursements, withdrawals, surrenders, annuity products, workflows, regulatory requirements, and service standards
- Help employees navigate PolicyLink, Insight, BPM, SharePoint, RPS, SAP, and related systems
- Create and update job aids, process documentation, workflow guides, reference materials, and training resources
- Partner with leaders, quality assurance, subject matter experts, and team members to reinforce procedures and support continued learning
- Provide coaching, feedback, and recommendations on trainee readiness, development needs, and additional support
- Use quality results, production metrics, and employee feedback to identify knowledge gaps and recommend training solutions
- Support training for operational changes, system enhancements, new products, and process improvements
- Track training completion, effectiveness, and employee progress for leadership visibility
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What We’re Looking For
- High school diploma
- Four to six years of experience in annuity administration, insurance operations, financial services, customer service, service center, or related operations environment
- Minimum of three years' experience in a high-touch customer service or operations environment
- Strong knowledge of annuity administration processes, including new business, post-issue, disbursements, withdrawals, surrenders, or related workflows
- Ability to learn and support systems such as PolicyLink, Insight, BPM, SharePoint, RPS, SAP, or similar tools
- Clear written and verbal communication skills, including comfort facilitating training for groups
- Strong critical thinking, research, organization, prioritization, and problem-solving skills
- Ability to explain information in different ways based on audience needs and learning styles
- Adaptable, professional, and comfortable coaching and supporting others
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Preferred Qualifications
- Prior experience training, coaching, mentoring, or serving as a go-to resource
- Experience creating or updating training materials, process documents, job aids, workflow guides, or reference resources
- Background in annuity administration, life insurance, financial services, or a service center environment
- Experience supporting both new business and post-issue functions
- Experience using quality results, production data, or employee feedback to identify training needs
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Schedule and Work Environment
- Onsite full-time in League City, Texas at Marina One
- Generally, follows core business hours with no regular travel
- Training may include full-day sessions, virtual learning, one-on-one support, production practice, refresher training, and cross-training
- Individual Contributor role
- The position requires physical presence in company office on full-time basis
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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.
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