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 COLI/BOLI Case Manager plays a key role in supporting Talcott’s Corporate-Owned and Bank-Owned Life Insurance (COLI/BOLI) clients, serving as a primary point of contact for ongoing policy administration, client service, and operational support. As an integral member of this team, the Case Manager will support a portfolio of complex insurance relationships while delivering responsive, accurate, and high-quality service. This position offers the selected candidate an opportunity to learn about a valued segment of Talcott’s business while developing strong client relationships.
During ongoing engagement with this diverse portfolio, the Case Manager will handle key administrative and operational COLI/BOLI accountabilities. This talent will work across multiple insurance products, leveraging Talcott’s internal administrative platforms to manage daily requests, perform issues resolution and collaborate with internal partners on complex matters. Our ideal candidate brings a foundation skillset in insurance operations and/or client service with a proactive mindset focused on delivering an exceptional experience to our stakeholders. The position can be hybrid in the Hartford, CT. office however, remote work arrangements will also be considered.
RESPONSIBILITIES:
- Own and manage assigned client relationships and service requests with a strong focus on responsiveness, accuracy, and customer service
- Process policyholder and client-directed transactions, fees, and other policy activity in accordance with contractual requirements and procedures
- Support recurring insurance processing cycles for reviews, fund estimates, notifications, money movement instructions and related follow-up
- Cultivate productive relationships with clients, brokers, administrators, and internal partners
- Handle client financial reporting, reconciliation, quality control, issue resolution and timely delivery
- Support death claim administration and develop an understanding of the related financial and policy impacts
- Communicate client needs, requirements, and timelines clearly to internal and external partners, escalating complex matters when appropriate.
- Maintain accurate client and policy information across administration and reporting systems
- Develop proficiency across multiple administration platforms, databases, and reporting systems
- Support routine requests while partnering with experienced team members and management on complex or nonstandard matters.
- Manage multiple priorities and adapt to changing client and business needs.
- Participate in projects, testing, procedure updates, control enhancements, and process-improvement initiatives
- Engage day to day with willingness to learn complex insurance products, financial concepts, systems, and processes
QUALIFICATIONS:
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Minimum of 3 years of experience within insurance, financial services, client service, relationship management, or a related operational environment
- Prior experience working with clients, brokers, or other external business partners is strongly preferred
- Exposure to life insurance, financial services, client administration, or financial reporting is a plus
- Excellent written and verbal communication skills, including the ability to explain complex insurance, operational, and financial-reporting matters to all stakeholders
- Strong analytical, organizational and problem-solving skills with a focus on practical solutions
- Readily able to manage multiple priorities with tight deadlines
- Strong attention to detail and commitment to an accurate, high-quality work output
- Passion to perform research on items of interest, identify potential solutions for issues, and escalate items as needed
- Ability to work independently while collaborating effectively within a team or larger functional business group
- Proficiency in Microsoft Office (Word, Excel & Outlook) and an aptitude to learn multiple proprietary reporting systems
- Adaptable to evolving business needs
- Flexibility to work occasional evenings, weekends, and holidays, as needed
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
