Manager, Sales Operations Specialist

Overview

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, 2025 – We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2025.

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.

The Sales Operations Specialist supports the National Accounts and Internal Sales organizations by leading operational case management for Independent Marketing Organizations (IMOs), their marketers, and agents. This role serves as the primary operational liaison for Sales and National Accounts, ensuring timely resolution of case-related matters and driving process efficiency across the distribution channel.

The Specialist is responsible for managing pending cases, resolving Not In Good Order (NIGO) issues, improving case issuance timelines, and enhancing overall operational effectiveness within the sales process.

This position will be based in Birmingham, AL (Hybrid, 3 days a week).

Key Responsibilities:

• Serve as the primary operational point of contact for Independent Marketing Organizations (IMOs), marketers, and agents regarding case status, documentation requirements, and issue resolution.
• Manage and resolve pending cases, NIGO items, and processing exceptions accurately and within established service standards.
• Provide proactive, timely case status updates to external partners and internal Sales and National Accounts stakeholders.
• Identify recurring operational challenges and partner with leadership to implement process improvements and reduce rework.
• Respond to and resolve case-related inquiries on behalf of National Accounts and Sales teams.

• Bachelor’s degree preferred.
• 5 years of relevant work experience
• Experience in the financial services industry strongly preferred.
• Experience working with Independent Marketing Organizations (IMOs), insurance operations, or similar distribution partners.
• Prior experience supporting national or complex distribution accounts.
• Demonstrated ability to identify and implement process improvements within sales or operations functions.
• Strong case management, prioritization, and problem‑solving skills.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Clear, professional written and verbal communication skills.
• Proficiency with Microsoft Office Suite, Salesforce CRM, and workflow or case management systems.

• Position located in Birmingham, AL (Hybrid: in office Tuesday - Thursday). Competitive salary, bonus, and benefits package commensurate with experience.

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.