Project Manager - Life & Annuity Operations

Project Manager - Life & Annuity Operations

Anywhere

Type: Consulting

Category: Program/Project Management

Industry: Other

Workplace Type: Remote

Standard Hours: Open

Reference ID: JN -092026-108828

Date Posted: 09/29/2026

Shortcut: http://careers.eliassen.com/mbTSFw

• Description

• Recommended Jobs

Description:

We are seeking an experienced Project Manager with Life & Annuity and Service Operations experience to support a large-scale merger planning and integration initiative. This individual will partner closely with business and operational stakeholders to support strategic planning, operational readiness, process alignment, and execution activities related to the integration of retail life and annuity businesses.

The ideal candidate will have a strong background in insurance operations, specifically within life insurance and annuity products, and a proven track record of managing complex business transformation, merger, acquisition, or integration programs.

Pay Rate: $75 to $90 per hour W2

Responsibilities:

• Lead and coordinate merger planning activities across life insurance, annuity, and service operations functions.

• Partner with business leaders, operations teams, and project stakeholders to define integration strategies, priorities, and timelines.

• Drive project governance, status reporting, risk management, issue resolution, and executive communications.

• Facilitate cross-functional workshops and planning sessions to identify operational impacts, dependencies, and integration opportunities.

• Track project milestones, deliverables, and critical path activities to ensure successful execution.

• Support operating model assessments, process harmonization efforts, and organizational readiness planning.

• Develop and maintain detailed project plans, meeting cadences, action-item tracking, and stakeholder communications.

• Collaborate with business, technology, compliance, and operational teams to ensure alignment throughout the integration process.

• Identify risks and develop mitigation strategies to support successful business outcomes.

Experience Requirements:

• 7+ years of Project Management experience leading large-scale business transformation initiatives.

• Direct experience within Life Insurance and/or Annuity operations .

• Strong understanding of insurance service operations, policy administration, customer servicing, claims, or related operational functions.

• Experience supporting mergers, acquisitions, integrations, or organizational change initiatives.

• Demonstrated ability to manage multiple workstreams and stakeholders across complex environments.

• Excellent communication, facilitation, and executive presentation skills.

• Strong proficiency with project management methodologies, tools, and governance frameworks.

Preferred Qualifications:

• Experience supporting retail insurance businesses during merger or integration activities.

• Knowledge of life and annuity operational processes, servicing models, and regulatory considerations.

• PMP, PgMP, or similar project management certification.

• Experience working with large enterprise insurance carriers or financial services organizations.

Education Requirements:

• Bachelor's Degree

• Master's Degree or MBA, a plus

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team ( [email protected] , 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following:

· When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.

· Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group.

If you have any indication of fraudulent activity, please contact [email protected] .

About Eliassen Group:

Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve.

Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws.

Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!