Overview

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.

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.

Qualifications
• 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

What will make you standout:
• 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

LOCATION and COMPENSATION:

This role will be based in either Denver, CO or Birmingham, AL
This role will be Hybrid (Tues - Thurs in the office if not traveling for business purposes)
Base compensation is expected to be $87,000 - $100,000* with the opportunity for incentive compensation including bonus compensation

*Salary may vary based on work experience, market conditions, location, and qualifications/training.