Operations Associate

Wilton Re; Norwalk (CT); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Profit sharing

Parental leave

Wellness programs

Job summary

Wilton Re is hiring an Operations Associate in Norwalk, CT. The role combines in-force policy management with project oversight and data analytics, contributing to accuracy, risk mitigation, and cross-functional collaboration.

The position offers growth in life/annuity operations, MS Office proficiency, and strong communication skills to support reporting and stakeholder engagement.

Qualifications

• 2+ years in a fast-paced operational role.
• Strong organizational, analytical and problem-solving skills.
• Excellent verbal and written communication and presentation ability.
• Ability to manage multiple projects and tasks simultaneously.

Responsibilities

• Generate and review financial and non-financial reports; identify trends and risks.
• Help refine policies and procedures for administration and reporting.
• Support board reporting and third-party oversight.

Skills

Project management

Data analysis

Problem solving

Communication

Excel

Education

Bachelor's degree

Tools

MS Office

Microsoft Excel

Job description

Operations Associate - Norwalk

Full Time
Norwalk, CT

About The Company

Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

Position Summary

The Operations Associate will apply analytical and project management skills to the ongoing management of in force policies. This position does not require insurance industry experience, but a candidate must be comfortable in not only structuring and managing projects, but also analyzing data and facilitating solutions in different subject areas. A candidate can expect to grow knowledge in the following:

• Life, Annuity, and Long Term Care (LTC) products
• All aspects of insurance operations such as policy owner services, claims, actuarial, regulatory reporting and compliance, accounting, and financial reporting

Role Responsibilities

In Force Management (70%)

• Determine frequency and content of financial and non-financial reports, analyze results, identify key trends, and troubleshoot problem areas/mitigate risk
• Collaborate with partners to establish or refine policies and procedures that define the necessary aspects of administration
• Contribute to internal and external reporting and presentations (e.g. Board reporting)
• Assist in the general oversight of third parties that provide operational services
• Assist in monitoring Service Level Agreements and other operational aspects for in force management activities

Project Management (30%)

• Break-down high-level scope into the applicable work items across multiple disciplines and organizations
• Define project scope, goals, and approach in collaboration with key contributors
• Establish project plans including milestones, timelines, dependencies, and deliverables
• Manage the entire project lifecycle through tracking, analyzing, and mitigating risks and issues
• Communicate and manage project expectations to owners, sponsors, team members, and other stakeholders in a clear and concise fashion

Basic Qualifications

• Minimum of 2 years of working experience in a fast-paced operational environment, demonstrating strong organizational, analytical, and problem‑solving skills.
• High proficiency in MS Office, particularly Excel.
• Excellent verbal and written communication, facilitation, and presentation skills.
• Exceptional ability to simultaneously track, prioritize, and organize multiple projects and tasks.

Experience In Life Insurance Preferred

• Ability to query and manipulate large sets of data from disparate sources preferred.
• Understanding of basic aspects and tenets of Software Development Life Cycle (SDLC) preferred.
• Experience with Extract‑Transform‑Load (ETL) projects such as data conversion and data integration preferred.

Required Education / Certifications

Bachelor’s degree preferably in the field of finance, business administration, or computer science.

Pay/Location

Norwalk, CT
Hybrid Structure
Minimal to no travel required
Base salary/hourly rate range for this position in Connecticut is between $70,000 and $95,000. Please note that specific compensation decisions are based upon a variety of job‑related factors as permitted by law, including geographic location, credentials, skills, education, training, and experience. Base salary is just one component of Wilton Re’s total compensation package for employees. Additional compensation includes annual performance‑based bonus, 401(k) with employer contribution, and profit‑sharing program. Employee may also be eligible for long‑term incentives. All incentives and benefits are subject to the applicable plan terms.

What We Offer

• Competitive vacation and sick time, including company‑paid holidays, floating holidays and early closing days.
• 401(k) plan with employer contribution – U.S. Employees Only.
• Profit sharing program.
• Competitive parental leave.
• Health, vision, dental, and life insurance, including access to health and wellness programs.
• Actuarial Development Program (ADP) for Actuarial employees taking exams.
• Employee Assistance Program (EAP).
• Current hybrid working environment.
• Employee engagement events and various committees on site to join.

Wilton Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.