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Retail Service Operations Specialist

Talcott Financial Group

Talcott Financial Group Service Specialist

Talcott Financial Group* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.

Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.

Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.

Our service operations positions are an excellent opportunity for an early career or seasoned customer service professional to join our Retail Organization. Our retail program supports our annuity business. Talcott's competitive advantage is that we aim to differentiate on experience including product speed-to-market and flexible technology that creates sustainable long-term distribution relationships and an efficient operating model. We have an exciting opportunity available to support the Retail Organization as a Service Specialist. This individual will deliver superior customer service to our valued customers, contract owners and financial advisors. Additionally, they will execute customer requests and educate partners on our annuity products. Superior customer service for agent's onboarding, annuity policy issuance, money movement, handling inbound customer calls and processing written requests are just a few of the exciting elements of these new roles! Our selected candidate will have the opportunity to work in a hybrid work arrangement at our Hartford, Connecticut office or remotely.

Responsibilities:

  • Demonstrate professional diplomacy and deliver a positive customer service experience for inbound calls with our customers, contract owners and financial advisors
  • Successfully execute customer requests while navigating a fast-paced structured environment
  • Support the processing of written requests ad hoc
  • Demonstrate active listening and critical thinking skills to quickly assess the customers' request and leverage online resources to provide an appropriate solution

Qualifications:

  • Minimum of 1 year of customer service experience
  • Strong preference will be given to individuals who have experience navigating multiple applications and dual monitors within a customer service environment
  • Excellent communication skills, both verbal and written
  • Demonstrated capacity to develop positive and productive customer relationships
  • Ability to multi-task (type and talk at the same time while navigating through multiple screens)
  • Proven success working in a fast-paced and structured environment
  • Ability to navigate multiple programs and effectively use online resources
  • Knowledge of annuities, 401k products, life insurance, mutual funds or stock market activity is preferred
  • Experience with PEGA, FAST, Hexure, and FireLight is a plus

Note: This role will require 10% travel yearly to our Hartford, CT. office. Selected work hours for this position will be 9:30 a.m.- 6:00 p.m. or 9:00 a.m.- 5:00 p.m. eastern time.

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

Talcott Financial Group
Vacancy posted 3 days ago
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