Financial Operations Associate

Pacific Life

. Support post-issue servicing for annuity and life insurance products by reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates .

Posted 4/21/2026full-timeOmaha • New York, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $23 per hourWebsite

About the role

Key responsibilities & impact

Support post-issue servicing for annuity and life insurance products by reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
Maintaining accurate client records across internal systems
Ensuring all transactions meet departmental quality, productivity, and service standards
Support producer licensing and contracting operations by reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
Ensuring documentation meets regulatory requirements, company policies, and service level agreements
Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
Maintaining accuracy across high-volume licensing and contract data

Requirements

What you’ll need

0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
Strong attention to detail and commitment to accuracy
Critical thinking and problem-solving skills
Excellent verbal and written communication skills
Comfort navigating multiple systems and technology platforms simultaneously
Ability to prioritize workload and manage deadlines effectively
Desire to learn complex processes in a regulated environment

Benefits

Comp & perks

Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

policy processingcontract changescompliancedata accuracytransaction processingproducer licensingcontracting operationsdocumentation reviewfinancial servicesadministrative processing

Soft Skills

attention to detailcritical thinkingproblem-solvingverbal communicationwritten communicationtime managementprioritizationclient partnershipadaptabilitylearning agility