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Annuity Processor Jobs in Texas (NOW HIRING)

Nexpoint

Annuity Operations & Product Specialist

Dallas, TX · On-site

$97K - $115K/yr

Position Summary The Annuity Operations & Product Specialist is a key member of the NexAnnuity ... Process licensing updates, E&O renewals, EFT changes, and product training certifications ...

ManhattanLife

New Business Processor

Houston, TX · On-site

Who we are: ManhattanLife Insurance and Annuity Company was founded in 1850, the Company ... The New Business Processor works directly with agents, internal departments, and serves as a ...

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Annuity Processor information

What are some common challenges faced by annuity processors, and how can they be managed effectively?

Annuity processors often encounter challenges such as handling complex paperwork, ensuring accurate data entry, and staying up-to-date with regulatory changes. Managing multiple cases simultaneously while maintaining attention to detail is crucial, as errors can delay client payouts or impact compliance. Effective time management, ongoing training, and clear communication with financial advisors and underwriters help annuity processors overcome these challenges and ensure smooth processing of annuity contracts.

Is selling annuities a good job?

Annuity processing is a clerical role that involves reviewing and managing annuity contracts, requiring attention to detail and knowledge of financial products. It is typically an entry-level position with standard office hours and may require certification or training in financial services. The job offers stability but may have limited advancement opportunities depending on the employer.

What are the key skills and qualifications needed to thrive as an annuity processor?

To thrive as an Annuity Processor, you need strong attention to detail, a solid understanding of financial products, and typically a high school diploma or associate degree. Familiarity with insurance processing software, CRM systems, and regulatory compliance tools is essential. Excellent organizational skills, effective communication, and problem-solving abilities help you manage complex paperwork and customer inquiries. These skills ensure accurate processing, regulatory adherence, and high-quality client service in the financial industry.

What is an annuity processor?

An Annuity Processor is a professional who manages the administrative tasks involved with annuity contracts, including processing applications, verifying client information, and ensuring compliance with regulations. They serve as a key liaison between clients, agents, and insurance companies to facilitate smooth annuity transactions. Annuity Processors may also handle changes to policies, address client inquiries, and maintain accurate records throughout the lifecycle of an annuity. Their work is essential for ensuring timely and accurate handling of annuity products.

What is the difference between Annuity Processor vs Annuity Underwriter?

AspectAnnuity ProcessorAnnuity Underwriter
CredentialsTypically requires high school diploma or equivalent; some roles prefer insurance or finance certificationsOften requires similar credentials; may need insurance licenses or underwriting certifications
Work EnvironmentOffice setting, processing applications and verifying dataOffice setting, assessing risk and approving policies
Industry UsageCommonly employed in insurance and financial servicesUsed in insurance companies, especially in risk assessment
Search & Comparison IntentFocuses on data processing and administrative tasksFocuses on risk evaluation and decision-making

While both roles operate within the insurance industry, Annuity Processors handle data entry and application processing, whereas Annuity Underwriters evaluate risk to determine policy approval. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are popular job titles related to Annuity Processor jobs in Texas? For Annuity Processor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Annuity Processor jobs in Texas look for? The top searched job categories for Annuity Processor jobs in Texas are:
Annuity Processor jobs near you
Infographic showing various Annuity Processor job openings in Texas as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 95% In-person, and 5% Remote job distribution.

Supervisor, Annuity Administration

American National Insurance Company

League City, TX • On-site

Full-time

Posted 16 days ago

American National Insurance rating

7.4

Company rating: 7.4 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

226th of 304 rated insurance

Job description

Job Title: Supervisor, Annuity Administration
Location: League City, TX. (Marina One) | Status: Full-Time, Salaried | Work arrangement: Onsite
Reports to: Senior Manager, Production
Leveling Note: In review of candidate qualifications, another job level may be evaluated (Manager).
American National is seeking a Supervisor, Annuity Administration to oversee daily production and support a team responsible for post-issue annuity transactions. This role is ideal for someone who enjoys leading people, improving processes, and ensuring work is completed accurately, efficiently, and with strong service to agents, clients, and internal partners.
What You'll Do
  • Lead daily workflow, production, and service expectations for post-issue annuity transactions
  • Review backlog reports, monitor workloads, and help ensure transactions are processed timely and accurately
  • Coach, support, and provide feedback to team members while helping them understand expectations and priorities
  • Assist with onboarding, training, performance discussions, and employee development
  • Support quality assurance by reviewing work, identifying trends, and helping reduce errors
  • Partner with agents, clients, marketing, auditors, HR, and internal teams to resolve questions and provide updates
  • Identify process improvement opportunities and recommend ways to improve controls, procedures, reporting, and efficiency
  • Support special projects and contribute to team goals, KPIs, and service level agreements

What We're Looking For
  • High school diploma required; associate degree or bachelor's degree preferred
  • Two + years of demonstrated leadership, team lead, coaching, or supervisory experience
  • Experience in financial services, insurance, annuities, banking, accounting, or transaction processing strongly preferred
  • General understanding of accounting concepts, debits/credits, financial products, or similar products is helpful
  • Strong written and verbal communication skills with the ability to work with internal and external partners
  • Ability to prioritize work, hold others accountable, ask thoughtful questions, and identify better ways of doing things.

What Will Help You Succeed
  • You are comfortable leading a team in a production-focused environment
  • You enjoy learning processes, asking questions, and looking for ways to improve efficiency
  • You communicate clearly, professionally, and often
  • You can balance quality, quantity, accuracy, and service expectations
  • You are adaptable, open to feedback, and able to support a team through changing priorities

Work Environment
This is a full-time, onsite position based at League City - Texas, Marina One. The role requires regular physical presence in the office and does not offer remote work. No travel is expected.
Why Join Us
In this role, you will have the opportunity to lead and develop a team, support meaningful process improvements, partner across the business, and help ensure a high-quality experience for our agents, clients, and internal teams.

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