Business IMO Relationship Manager, Retail Annuities

Talcott Financial Group

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years of experience in insurance or financial services, with a focus on annuity operations or relationship management.
  • Strong understanding of independent distribution and IMO models.
  • Ability to troubleshoot complex service issues effectively.
  • Excellent communication skills for relationship building with partners and teams.
  • Proven track record of managing multiple priorities and meeting deadlines.
  • Bachelor's degree preferred.
  • Proficient in Microsoft Office and familiar with CRM and workflow management tools.

Responsibilities

  • Serve as the primary liaison for escalated operational concerns from IMO back offices.
  • Build and maintain relationships with IMO partners to ensure effective coordination with internal teams.
  • Collaborate with various departments to enhance operational efficiency in the distribution process.
  • Educate partners on Talcott's service model and operational procedures.
  • Identify service issue patterns and recommend improvements to enhance partner experiences.
  • Align operational strategies with relationship managers and sales leadership.
  • Support onboarding and training of new distribution partners and workflow orientation.
  • Participate in process improvement initiatives as a distribution operations expert.

Benefits

  • Flexible remote or hybrid work arrangement.
  • Occasional travel to industry conferences and IMO site visits.
  • Engagement in business process improvements.
  • Opportunity to work closely with cross-functional teams.
  • Development of skills in a strategic relationship management role.
Full Job Description
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.

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