ASSOC, Operations Project Coordinator

Oceanview Life & Annuity•Birmingham, Colorado

7h•Hybrid

About The Position

At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $38.5 Billion in assets under management as of December 31, 2018 – We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2018. Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on. Why join Oceanview? Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind. Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas. Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development. Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs. Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers. At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us. Oceanview is seeking a detail-oriented and highly organized Associate, Operations Project Coordinator to support Operational, Technology, Product, and Distribution initiatives across annuity and life insurance operations. This role will support the Operations Project Management Office by supporting and assisting the OV PMP Project Manager by coordinating initiatives involving distributor onboarding, new product launches, E-application platforms, DTCC-related processing, policy administration workflows, vendor deliverables, requirements documentation, testing, and implementation readiness. The ideal candidate will have experience in annuity and/or life insurance operations and understand how business flows from point of sale through application submission, validation, suitability review, producer licensing and appointment checks, policy administration, issue, and settlement. Familiarity with DTCC and E-application/order entry platforms such as Firelight, AnnuityNet, Affirm, or similar platforms is strongly preferred. This position is well-suited for someone who enjoys working across teams, organizing complex work, identifying gaps, documenting requirements, tracking deliverables, and helping ensure initiatives are completed with accuracy, accountability, and operational readiness. The Associate, Operations Project Coordinator will work closely with Operations, Compliance, Sales, Third-party administrators, platform vendors, and external business partners to support successful delivery of business initiatives.

Requirements

Bachelor’s degree in Business Administration, Project Management, or a related field
3+ years of experience in business analysis, data analysis, or process improvement
Strong analytical mindset with keen attention to detail and a results-driven approach
Excellent communication skills with the ability to translate complex ideas into clear insights
Proven ability to build relationships and collaborate across teams and external partners
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Access, Teams, Outlook, SharePoint)
Familiarity with Adobe Acrobat
Familiarity with Jira/Atlassian

Nice To Haves

Experience with annuity SaaS Platforms (e.g., Annuity Net, Firelight, Affirm, DTCC, and RegEd)
Experience with annuity and life insurance platforms, insurance technology, or order entry systems.
Hands-on experience with DTCC, including APP, SUB, PAR, NSCC money settlement, or related insurance services.
Experience with ACORD 103 data mapping, application submission data, or platform-to-policy administration integrations.
Experience with FireLight, AnnuityNet, Affirm, or similar E-application/order entry platforms.
Background in insurance operations, including new business, licensing and appointments, suitability, policy administration, claims, servicing, or distributor onboarding.
Experience assisting Project Managers with project governance routines, including maintaining project plans, action item logs, RAID logs, decision logs, milestone trackers, meeting agendas, meeting notes, and stakeholder follow-ups.
Experience coordinating project workstreams across business, technology, compliance, operations, vendors, and external partners.
Experience supporting project reporting for leadership, including preparing status updates, tracking milestones, summarizing risks/issues, and maintaining dashboards or project portfolio views.
Experience with Lean, Six Sigma, or Agile methodologies

Responsibilities

Support Operations-led projects related to annuity processing, distributor onboarding, new product launches, platform enhancements, regulatory changes, and process improvement initiatives.
Coordinate project activities, timelines, deliverables, risks, dependencies, decisions, and follow-up items across internal teams, TPAs, technology vendors, distribution partners, and external stakeholders.
Support the PMO Project Manager responsible for Administration and oversight of key Operations technology and SaaS platforms, including FireLight, AnnuityNet, Affirm, and related E-application, order entry, and workflow platforms.
Support awareness and coordination of illustration platform functionality and data flow, including platforms and engines such as FireLight and Foresight, where applicable.
Assist with troubleshooting issues related to illustration-to-application workflows, product configuration, data prefill, premium calculations, forms generation, suitability inputs, disclosure requirements, and downstream submission processing.
Support new annuity and life product launches by coordinating product availability, state availability, forms, disclosures, compliance rules, suitability logic, illustration requirements, and platform readiness across applicable distribution, illustration, e-application, and order entry platforms.
Assist with day-to-day platform support activities, including tracking platform requests, documenting issues, coordinating vendor follow-up, supporting configuration updates, and helping validate resolution of system defects or enhancement items.
Diagnose, troubleshoot, document, and escalate E-application and order entry platform issues, including submission errors, workflow interruptions, form logic issues, missing or incorrect product availability, state availability issues, disclosure errors, suitability validation issues, licensing and appointment validation issues, and IGO/NIGO rule defects.