MANAGER, SALES OPERATIONS SPECIALIST
Bayview Asset Management, Birmingham, NJ, United States
Overview
At Oceanview Life and Annuity Company, 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, 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, and we are recognized for financial strength with an A (Excellent) rating from A.M. Best. Why join Oceanview? Impactful work: Contribute to a company that makes a difference in retirement planning. Growth and innovation: Be part of a rapidly expanding organization that encourages innovation. Collaborative environment: Work with seasoned asset managers and financial professionals. Commitment to excellence: Financial strength, competitive rates, and personalized client solutions. Strong partnerships: Network with over 19,000 agents, independent marketing organizations, banks and broker-dealers. We believe our employees are our greatest asset and are committed to a supportive and dynamic work environment. If you are passionate about making a meaningful impact in financial services, explore opportunities with us. Responsibilities
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 manages pending cases, resolves Not In Good Order (NIGO) issues, improves case issuance timelines, and enhances overall operational effectiveness within the sales process. This position is based in Birmingham, AL (Hybrid, 3 days a week). Key Responsibilities: Serve as the primary operational point of contact for 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. Qualifications
Bachelor’s degree preferred. 5 years of relevant work experience Experience in the financial services industry strongly preferred. Experience working with 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. Compensation
Position located in Birmingham, AL (Hybrid: in office Tuesday - Thursday). Competitive salary, bonus, and benefits package commensurate with experience. EEOC
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.
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At Oceanview Life and Annuity Company, 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, 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, and we are recognized for financial strength with an A (Excellent) rating from A.M. Best. Why join Oceanview? Impactful work: Contribute to a company that makes a difference in retirement planning. Growth and innovation: Be part of a rapidly expanding organization that encourages innovation. Collaborative environment: Work with seasoned asset managers and financial professionals. Commitment to excellence: Financial strength, competitive rates, and personalized client solutions. Strong partnerships: Network with over 19,000 agents, independent marketing organizations, banks and broker-dealers. We believe our employees are our greatest asset and are committed to a supportive and dynamic work environment. If you are passionate about making a meaningful impact in financial services, explore opportunities with us. Responsibilities
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 manages pending cases, resolves Not In Good Order (NIGO) issues, improves case issuance timelines, and enhances overall operational effectiveness within the sales process. This position is based in Birmingham, AL (Hybrid, 3 days a week). Key Responsibilities: Serve as the primary operational point of contact for 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. Qualifications
Bachelor’s degree preferred. 5 years of relevant work experience Experience in the financial services industry strongly preferred. Experience working with 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. Compensation
Position located in Birmingham, AL (Hybrid: in office Tuesday - Thursday). Competitive salary, bonus, and benefits package commensurate with experience. EEOC
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.
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