Business IMO Relationship Manager, Retail Annuities

Talcott Financial Group; Connecticut; Hybrid; USD 90,000 - 125,000; Full time

Job summary

Talcott Financial Group in the United States seeks a Business Relationship Manager (BRM) to act as the primary liaison between Talcott’s Distribution team, internal Operations, and IMO back offices. Reporting to the Head of Distribution, the BRM ensures efficient, responsive, high‑quality service to distribution partners and oversees onboarding and ongoing relationship management.

The role requires a strategic thinker with excellent communication and relationship‑building skills, the ability to

Qualifications

• 3+ years in insurance or financial services operations, annuity experience preferred.
• Strong knowledge of independent distribution and IMO models.
• Proven ability to troubleshoot complex service issues across silos.
• Excellent communication and relationship-building with internal teams and partners.
• Bachelor’s degree preferred; proficiency with MS Office and CRM/wf tools.

Responsibilities

• Act as the primary liaison for escalated operational concerns from IMO back offices, coordinating resolution of high‑impact issues.
• Build and maintain strong operational relationships with IMO partners and internal teams.
• Collaborate with Sales, New Business, Licensing & Appointments, Commissions, and Technology to improve distribution operations.
• Educate IMO partners on Talcott’s service model, 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 goals.
• Support onboarding and training of new distribution partners, including systems access and workflow orientation.
• Participate in business process improvement initiatives and cross-functional groups as SME on distribution operations.
• Travel occasionally to IMO site visits or industry conferences.

Skills

Relationship management

CRM systems

Microsoft Office

Communication skills

Multitasking / time management

Education

Bachelor’s degree

Tools

CRM systems

Workflow management tools

Job description

Talcott Financial Group* is an international life insurance company committed to providing comprehensive risk solutions to its customers. Whether it’s providing peace of mind for policyholders approaching retirement, or helping insurers solve complex risk and capital challenges, Talcott delivers practical solutions that support long‑term stability for policyholders and clients.

Talcott offers the strength of an established organization with the mindset and approach of a modern platform. The enterprise is supported by a proven track record of well‑executed transactions, investment‑grade financial strength ratings, and strong financial position, with over $136 billion in assets under management. Talcott also benefits from a strategic partnership with Sixth Street, a leading global investment firm managing over $135 billion in assets.

Talcott’s approach to business is disciplined, transparent, and multi‑channel, spanning retail annuities, block and flow reinsurance, and legal entity acquisitions. We have offices in Bermuda, the Cayman Islands, Connecticut, New York, and North Carolina.

Overview

The Business Relationship Manager (BRM) will serve as a key liaison between Talcott’s Distribution team, internal Operations, and the back offices of Independent Marketing Organizations (IMOs). Reporting directly to the Head of Distribution, this role ensures that Talcott delivers an efficient, responsive, and high‑quality experience to our distribution partners.

This role requires a strategic thinker with strong communication and relationship management skills who can proactively resolve issues, streamline operational workflows, and strengthen our partnerships through excellence in service and execution. The position is open to remote work or hybrid in‑office arrangement.

Responsibilities

• Act as the primary liaison for escalated operational concerns from IMO back offices, coordinating resolution of high‑impact issues related to processing, compensation, and contracting.
• Build and maintain strong operational relationships with IMO partners, serving as a key point of coordination between external partners and internal teams.
• Collaborate closely with Sales, New Business, Licensing & Appointments, Commissions, and Technology to drive operational efficiency across the distribution experience.
• Educate IMO partners on Talcott’s service model, operational procedures, turnaround times, and digital tools.
• Identify patterns in service issues and recommend process improvements to enhance the partner experience.
• Partner with Relationship Managers and Sales Leadership to align operational strategy with broader account management goals.
• Support the 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 subject matter expert on distribution operations.
• Travel occasionally to attend IMO site visits or industry conferences.

Qualifications

• 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.
• Note* This position shall require 25% travel within the U.S.

Compensation

This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott’s total annual compensation for employees. Other compensation may include annual bonuses, long‑term incentives and recognition.

• This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full‑time basis without current or future visa sponsorship.
• Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug‑free workplace. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html