Pacific Life

Operations Advisor – Management Specialist

Pacific Life

full-time

Posted on:

Location Type: Hybrid

Location: Newport Beach • California, New York • 🇺🇸 United States

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Salary

💰 $33 - $40 per hour

Job Level

JuniorMid-Level

About the role

  • Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.
  • Collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better.
  • Facilitate complex inquiries primarily, but not solely, for our Multilife business.
  • Maintain high trust and growth opportunities within the corporate life insurance market.
  • Consistently meet standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
  • Use good diagnostic skills to clearly identify customer’s core issues and anticipate needs.
  • Clearly explain rationale behind procedures or requests.
  • Analyze escalated case submissions by thoroughly reviewing all necessary resources.
  • Proactively monitor status of issue resolution and ensure processing is completed correctly.
  • Communicate outcome effectively to requestor.
  • Provide consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution.

Requirements

  • 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
  • Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services.
  • Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
  • Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues.
  • Strong, effective and efficient verbal and written communication skills.
  • Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.
  • Ability to balance accuracy, speed, and customer service.
  • Ability to work effectively in a team environment.
  • 4-year degree or equivalent experience.
  • Series 6 required at time of application.
Benefits
  • Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
  • Paid Parental Leave as well as an Adoption Assistance Program.
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CMD Operationsanalyzing escalated case submissionsworkflow processeslife productsannuity productsissue resolutionNIGO resolutionresearch skillsdiagnostic skillscommunication procedures
Soft skills
relationship managementcustomer serviceverbal communicationwritten communicationproblem-solvingteamworktime managementattention to detailadaptabilitycollaboration
Certifications
Series 64-year degree