Senior Service Specialist or Sevice Consultant

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 $130 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 customer support opportunity in Operations is an excellent opportunity to join our Retail Organization. Our Retail organization sells annuity products to customers while providing organic growth for Talcott. 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. The selected candidate 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. The selected talent will also support agent onboarding, annuity policy issuance, money movement, handling inbound customer calls and the processing written requests. This role can work as a hybrid arrangement in our Hartford, CT. office. Remote work will also be considered. Additionally, 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. eastern time.

• 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

Note
* This position may be filled as either a Sr. Service Specialist or Service Consultant commensurate with a candidate’s expertise.

• Minimum of 3 years of customer service experience in the financial services industry
• Working knowledge of annuities, 401k products, life insurance, mutual funds or stock market activity
• Demonstrated experience navigating multiple applications and dual monitors
• 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 PEGA, FAST, Hexure, and Fire Light is a plus!

• Minimum of 4 years of customer service experience in the financial services industry
• Expert knowledge of annuities, 401k products and life insurance products
• Demonstrated experience navigating multiple applications and dual monitors
• 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
• Experience with PEGA, FAST, Hexure, and Fire Light is a plus

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…