Senior New Business Case Manager

Pacific Life

. 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.

Posted 4/26/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $2,631 - $3,215 per hourWebsite

About the role

Key responsibilities & impact

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.
Review, evaluate and process case work as directed by supervisor according to department procedures.
Analyzes case information and identifies appropriate action.
Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail.
Meet or exceed productivity and quality metrics per department guidelines.
Case outreach and follow up activity are timely and professional.
Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements.
Understands NB and UW terminology (labs, APSs, MVRs, etc.).
Become familiar with reasoning for requirements.
Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them.
Communicates effectively with and/or creates correspondence for producers, field offices and external interested parties as applicable.
Sets proper expectations with producers/offices/FVPs.
Supports department needs as assigned.
Maintains positive and professional interactions with peers, trainers, internal customers, and leaders across all activities; Effectively collaborates to overcome challenges.

Requirements

What you’ll need

College degree and/or equivalent experience preferred.
A strong desire to deliver a superior customer service experience.
Ability to work effectively in a team environment.
Experience working successfully with a variety of customers, preferably within the financial services industry.
Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness.
Clear verbal and written communication skills.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer serviceteamworkcommunicationcollaborationproblem-solvingtime managementattention to detailprofessionalismrelationship buildingproductivity