Business Relationship Manager, Retail Annuities

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Serve as the main point of contact for escalated operational issues from IMO back offices.

• Oversee the resolution of significant challenges related to processing, compensation, and contracting.

• Develop and nurture operational relationships with IMO partners.

• Facilitate communication between external partners and internal teams.

• Collaborate with Sales, New Business, Licensing & Appointments, Commissions, and Technology to enhance operational efficiency.

• Provide education to IMO partners regarding Talcott’s service model, operational procedures, turnaround times, and digital tools.

• Recognize trends in service issues and suggest process enhancements.

• Partner with Relationship Managers and Sales Leadership to ensure alignment between operational strategy and account management objectives.

• Assist in the onboarding and training of new distribution partners, including systems access, workflow orientation, and operational support.

• Engage in business process improvement initiatives and cross-functional teams as a distribution operations expert.

• Occasionally travel for IMO site visits or industry conferences.

⛳️ Requirements

• At least 3 years of professional experience in the insurance or financial services sector, ideally in annuity operations, case management, or relationship management.

• Strong understanding of independent distribution, IMO models, and annuity business processing.

• Proven capability to troubleshoot and resolve complex service challenges across organizational boundaries.

• Exceptional communication and relationship-building skills with both internal teams and external partners.

• Demonstrated aptitude for managing multiple priorities and achieving results under tight deadlines.

• A bachelor's degree is preferred.

• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word).

• Experience with CRM systems and workflow management tools is preferred.

• Willingness to travel 25% within the U.S.

🏝️ Benefits

• Options for remote work or a hybrid in-office arrangement.

• Opportunities for occasional travel to IMO site visits or industry conferences.

• 25% travel within the U.S.