Business Relationship Manager, Retail Annuities

🔥 7 minutes ago

🦌 Connecticut, North Carolina – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 12%

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Logo of Talcott Financial Group

Talcott Financial Group

501 - 1000 employees

Founded 2018

🛡️ Insurance

💸 Finance

Insurance • Finance

Talcott Financial Group is a financial services company that offers retirement and institutional risk-transfer solutions, primarily through annuity products and structured risk transactions. The firm markets fixed and fixed-indexed annuities (e. g. , EverGuard, EverStead MYGA) for individual retirement planning and provides bespoke liability transfer and capital solutions to institutional clients, leveraging a partnership with Sixth Street for access to capital. Talcott emphasizes its insurance company issuers (Talcott Resolution Life and related entities), regulatory disclaimers for annuity guarantees, and the use of third‑party indices and licenses in some products. The company positions itself as a risk solutions provider combining industry experience, a diversified balance sheet, and tailored product design for retirement and institutional clients.

📋 Description

• Act as the primary liaison for escalated operational concerns from IMO back offices • Coordinate resolution of high-impact issues related to processing, compensation, and contracting • Build and maintain operational relationships with IMO partners • Coordinate between external partners and internal teams • Collaborate with Sales, New Business, Licensing & Appointments, Commissions, and Technology to drive operational efficiency • Educate IMO partners on Talcott’s service model, operational procedures, turnaround times, and digital tools • Identify patterns in service issues and recommend process improvements • Partner with Relationship Managers and Sales Leadership to align operational strategy with account management goals • Support onboarding and training of new distribution partners, including systems access, workflow orientation, and operational enablement • Participate in business process improvement initiatives and cross-functional working groups as a distribution operations subject matter expert • Travel occasionally to IMO site visits or industry conferences

🎯 Requirements

• Minimum of 3 years of professional experience in the insurance or financial services industry, preferably in annuity operations, case management, or relationship management • Strong knowledge of independent distribution, IMO models, and annuity business processing • Proven ability to troubleshoot and resolve complex service issues across organizational boundaries • Excellent communication and relationship-building skills with both internal teams and external partners • Demonstrated ability to manage multiple priorities and deliver results under deadlines • Bachelor’s degree is preferred • Proficiency with Microsoft Office (Excel, Outlook, PowerPoint, Word) • Experience with CRM systems and workflow management tools is preferred • Ability to travel 25% within the U.S.

🏖️ Benefits

• Remote work or hybrid in-office arrangement • Occasional travel to IMO site visits or industry conferences • 25% travel within the U.S.

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