Operations Advisor – Mgmt Specialist

Pacific Life

Operations Advisor Specialist at Pacific Life, facilitating complex inquiries in the Multilife business while cultivating relationships with insurance firms. Collaborating to maintain high standards for quality and efficiency.

Posted 5/21/2026full-timeNewport Beach • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $34 - $41 per hourWebsite

About the role

Key responsibilities & impact

Facilitate complex inquiries for Multilife business
Support and cultivate relationships with assigned insurance firms
Analyze escalated case submissions
Proactively monitor status of issue resolution
Provide consultations for financial professionals

Requirements

What you’ll need

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
Excellent research and analysis skills
Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines
4-year degree or equivalent experience
Series 6 required at time of application

Benefits

Comp & perks

Health insurance
Flexible benefits
Competitive 401k savings plan with company match and additional contribution
Paid Time Off, including holidays and financial planning time off
Paid Parental Leave
Adoption Assistance Program

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

CMD Operationsanalyzing case submissionsworkflow processesproceduresOperations servicesfinancial consultations

Soft Skills

relationship managementresearch skillsanalysis skillscommunication skillsability to work under tight deadlinesability to work in a fast-paced environment

Certifications

Series 6