Pacific Life

Risk

• Drive strategic collaboration cross-departmentally (across business departments and between the business and technical teams) to improve the usage and quality of data, grow data literacy, and facilitate discussion of information and data governance best practices.
• Manage and automate the information and data quality program for WBD to support a culture of informed decision making and risk reduction to ensure monitoring controls exist for enrollments.
• Foster a culture of data driven innovation, continuous improvement, and informed decision making based on clean, consistent, and understood information - including IDQ controls, metrics, reporting, and remediation.
• Built and maintained scalable data pipelines using distributed processing frameworks (e.g., Apache Spark, Kafka), ensuring high data quality, lineage tracking, and real-time data availability.
• Designed and implemented robust data architecture (data lakes and warehouses) with cloud platforms (AWS/GCP/Azure), enabling efficient data access, governance enforcement, and AI-ready datasets.
• Applied software engineering best practices include version control (Git), CI/CD pipelines, containerization (Docker), and automated testing to deliver reliable, production-grade data and AI systems.
• Manage DG forums and utilize agile practices to prioritize and align workplans.
• Create Data Governance program evaluation process, i.e. Maturity Assessment to manage ongoing progress against program priorities for Data Governance.
• Manage documentation for the physical data dictionary in Collibra, including maintenance of various meta data assets, business glossary, security classification and PHI/PII flag.
• Protect the privacy, integrity and security of data through an intentional and guided process, including implementing new processes, controls, and training, and ongoing monitoring with Compliance, Risk, Legal, Training.
• Act as the focal point for Divisional and Analytics business partners, who are driving data strategy and requirements.
• Support effective communication and training for data quality process, tools, and measurements.

Senior Data Governance, Data Quality Analyst

Actuary

• 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.
• Drive Pacific Life, and your career forward by collaborating across the enterprise to review actuarial assumptions.
• Partner with first-line developers and key stakeholders (including Risk, Pricing, and Valuation).
• Develop challenger models, and strengthen controls and governance.
• Act as the lead or supporting reviewer of enterprise biometric (or policyholder behavior) assumptions.
• Identify and highlight areas of inconsistencies for assumption developers.
• Recognize business implications and ensure that assumptions are well rounded and holistic.
• Maintain comprehensive enterprise-wide guidance and champion best practices.
• Collaborate with stakeholders in the first-line development and actuarial communities, and second-line risk pillars.
• Deliver and support comprehensive peer review reports.
• Engage in projects aimed at streamlining assumption governance.

Actuary – Director, Enterprise Assumption Review

Product Manager

• Define and own the modernization roadmap focused on reducing technical debt, improving operational efficiency, and enabling cloud-ready capabilities for future-state architecture
• Prioritize across tech debt reduction, platform modernization, and new capabilities
• Act as the voice of the customer and business stakeholders
• Lead cross-functional coordination across Engineering, Architecture, QA, and Business
• Manage interdependencies, risks, and delivery timelines
• Lead end-to-end platform modernization initiatives focused on improving scalability, reducing technical debt, and enabling cloud-native integration and service capabilities

Product Owner – Annuity Platform Transformation

Manager

• 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.

Senior New Business Case Manager

• Balance product profit, risk, and market competitiveness; help develop and test creative solutions to challenges encountered in product design, pricing, and implementation processes.
• Design and price products following existing profit and risk management guidelines and procedures.
• Oversee and run pricing models covering all major product types: Variable annuities, Fixed-Indexed annuities, Index-Linked Variable annuities, and Fixed annuities (deferred and immediate).
• Support pricing and analysis to drive profitable growth across portfolio of actively sold retail annuity products.
• Reflect on and incorporate industry, regulatory, and market trends into the product development cycle.
• Synthesize and integrate data and analysis into a cohesive story that drives insights and supports business decisions and execution of our product strategy.
• Collaborate with other stakeholders (e.g., product strategy, product innovation, sales & distribution, finance & risk, investment) to develop solutions that foster strategic growth.
• Embody a mindset of continuous improvement to identify enhancements of tools and processes that can further facilitate and streamline pricing analysis.
• Independently lead dynamic and multi-faceted projects, with responsibility to present final design, pricing, and risk to cross-functional senior management.

Director, Actuary – Annuity Pricing, Product Development

• Own and lead product R&D initiatives, which are critical to CMD achieving its growth and profitability targets, through innovative product offerings
• Develop R&D strategy, manage feasibility and prioritization with product and CMD strategy teams, align R&D initiatives with product roadmap execution
• Take full responsibility for the impact and risks associated with new product features, ensuring they meet or exceed risk and profitability targets
• Oversee the development of risk management strategies, including investment, ALM, capital optimization, and hedging, for new product offerings
• Manage annuity ideation pipeline, gathering and curating annuity product ideas from internal teams and industry sources, evaluating their feasibility and market potential, prioritizing them based on strategic importance, and securing prioritization buy-in from senior stakeholders
• Accountable for researching Pacific Life target markets to understand distribution and product needs, identify gaps in current offerings, R&D solutions to fill those gaps, and collaborate with product strategy and distribution teams to develop features to meet unmet needs
• Analyze key competitors’ product and distribution strategies, determine their go-to-market approach and differentiators, and evaluate designs that can capture market share from these competitors
• Act as the primary liaison between CMD and the Enterprise Capital Solutions team, ensuring alignment on capital strategies for new business
• Represent CMD new business in capital strategy decisions
• Propose reinsurance structures and participate in the decision-making process to develop solutions that optimize capital efficiency for CMD’s new business offerings
• Accountable for decision-making and resource allocation in Product R&D, balancing successful project delivery and talent development for a team of six professionals
• Thought leader in innovation for CMD, actively promote design thinking principles, and build cross-functional relationships to deliver competitive, market-leading solutions

AVP Actuary – Product R&D

• Support annual plan projections and analysis
• Support rebasing of plan projections on a quarterly basis using updated economics and assumptions
• Collaborate with FP&A team on identifying drivers of plan to actual results
• Provide line of sight to management on key drivers to profitability and identify drivers of change to inforce MYGA/PLA profitability
• Provide sufficient information to identify impacts of NGE elements to plan income
• Lead monthly renewal rates analysis for RILA and communicate insights to the team
• Identify retention strategies for high performing business and partner with division on execution
• Identify remediation strategies for underperforming business and partner with division/enterprise on execution
• Develop and share business insights related to portfolio evolution from renewal rate decisions
• Develop current market risk insights with regards to product portfolio with emphasis on spread analysis, disintermediation analysis, cost of guaranteed rates
• Lead annual MRM updates and support MRM model and process review process
• Collaborate with Enterprise Modeling team to enhance Prophet model coding and perform UAT
• Perform assumption testing and keep the team informed of financial impacts
• Support Enterprise requests related to ALM, reinsurance, and other cross-functional initiatives
• Execute on responsibilities in satisfying the Division's goals and clients' needs through timely, efficient completion of projects, and through innovative products and processes.
• Demonstrate skills and behaviors that reflect a cohesive unit within teams and across the Product, Finance and other departments of CMD
• Communicate effectively with various audiences and be able to explain complex modeling issues in language appropriate for the audience.

Senior Actuary, FSA – Annuity Inforce Management

Marketing

• Use SQL to build targeted audiences from Snowflake data for marketing campaigns such as product launches etc.
• Leverage Marketing Cloud automation studio to pipeline the audiences into data extensions
• Conduct basic to advanced analyses of marketing data (CRM, Email, Engagement, etc.) to find opportunities to optimize or automate our marketing practices and explain trends in our data and the drivers of our marketing results
• Define, endorse, and implement end-to-end Marketing metrics & KPIs
• Share analytics across marketing groups and help drive adoption of Marketing Analytics efforts
• Research new Marketing technologies and solutions for our marketing technology stack based on the strategic goals of the Marketing Department
• Play a key role in the evaluation and addition of new technologies
• Identify and implement streamlined processes for data reporting and communication and use analytic models to identify insights to drive key decisions across leadership and the organization
• Provide mentorship to other members of the team and the marketing organization on standard methodologies for design, implementation, and testing of pioneering analytics insights
• Leverage tools like R, Tableau, Python, and SQL to drive efficient analytics

Senior Marketing Analytics Analyst

Business Analyst

• Assist in gathering and organizing actuarial data for integration with Prophet and IT systems
• Support coordination of data updates across various teams, ensuring proper alignment with actuarial modeling needs
• Help maintain consistency across Prophet tables, aiding in data standardization and structure improvements
• Provide support for new product implementations, including updates to assumption changes, asset/market/scenario model inputs, and reinsurance data
• Assist in tracking data-related changes and ensuring seamless integration into production processes
• Work closely with the Actuarial Data Steward and modeling team to streamline regression testing and development
• Perform data validation checks and assist with cleansing activities to maintain high-quality actuarial data
• Help monitor and troubleshoot data inconsistencies, ensuring timely resolution of issues affecting quarterly reports
• Support the implementation of governance controls for centralized data tables
• Assist in maintaining reference data tables, including updating product information, risk codes, cap rates, and other critical data elements
• Support updates to cohort mapping tables with new Prophet file names assigned to products
• Ensure accurate organization of policy information within various data domains
• Identify opportunities to improve efficiency in data handling and processing
• Assist in managing input data to minimize issues related to missing or changed tables
• Help resolve reproducibility challenges caused by structural changes in data tables
• Assist in data exploration and analysis, providing insights for actuarial and business users
• Support reporting and ad-hoc analysis by extracting and organizing key actuarial data
• Help maintain documentation of actuarial data processes for both actuarial and non-actuarial teams
• Support training efforts by assisting in the development of reference materials and guidance for data-related tasks

Business Analyst – Actuarial Data

QA Engineer

• Perform detailed quality audits of life insurance inforce transactions, including financial, disbursement, policy change, and title change activity
• Evaluate transaction processing for adherence to established procedures, controls, regulatory requirements, and service standards
• Document audit findings and classify defect types, root causes, and emerging risk patterns
• Partner with operations leaders, trainers, and associates to clarify expectations and support corrective action planning
• Analyze audit results to identify trends, themes, and opportunities for operational improvement
• Contribute to reporting and insight development that informs leadership decision-making
• Support continuous improvement initiatives aimed at increasing quality, efficiency, and consistency
• Participate in calibration sessions to ensure audit accuracy, consistency, and alignment across reviewers

Operations Quality Assurance Analyst

Financial Planning and Analysis

• 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

Financial Operations Associate

Medical Director

• Providing consultative services to staff underwriters
• Providing critical input to risk selection and risk assessment for life insurance products
• Review cases providing a medical appraisal of mortality and morbidity risk
• Interprets medical information including EKG, X-ray and other diagnostic tests to evaluate and make Underwriting decisions
• Ensures compliance with government regulations applicable to risk selection
• Help support strategy and Transformation of the Underwriting discipline
• Promote thought leadership and collaboration among the Medical Staff
• Continuously review and seek out new industry information that directly or indirectly impacts Life Underwriting
• Represent Pacific Life in industry committees
• Informs and provides educational support to underwriting staff in individual and department communications
• Consults and advises the Underwriting Leadership on business strategies and best practices
• Collaborate on the development of future policies and practices
• Evaluate and identify trends and training gaps
• Identify areas of improvement underwriting guidelines and processes

Associate Medical Director

Learning and Development

• Partner closely with business leaders, HR business partners, Workforce Planning, and cross-functional teams to advise on significant organizational structure decisions and initiatives using established tools and strategies that enable teams and individuals to work more effectively
• Translate business strategy into practical organizational solutions through a combination of strategic thinking, hands-on delivery, and applying organizational design, development, and change management expertise
• Evaluate, recommend, and implement best practice approaches to organizational structures, workflows, and systems to maximize efficiency, productivity, and employee engagement
• Lead the design of operating models, changes to Division/Function structures, job architecture, and organizational development aligned with business objectives
• Provide thought leadership, coaching, and advice to business leadership and HRBPs regarding best practices and trends in organizational design and development and change management.
• Maintain organizational structure/design standards (e.g., organizational design framework, spans/layers norms), processes (e.g., transitioning staff between business units), and tools
• Design, deploy, and coach on organizational development strategies (e.g., team building, meeting facilitation, personality assessments) to facilitate organizations, teams, and individuals working more effectively.
• Create change management strategies and plans that maximize adoption and minimize resistance, focusing on the people side of change.
• Analyze the way the business operates and monitor for future organizational development needs, including using root cause analysis and holistic, research-based solutioning to optimize team and organizational performance.
• Employ change management expertise throughout organizational development efforts while collaborating with colleagues to ensure clear roles and responsibilities in other People, Talent, and Culture change efforts
• Support the delivery of change initiatives, facilitating smooth transitions during organizational changes, including mergers, acquisitions, other forms of reorganization or business improvement projects.

Organizational Development – Change Management Consultant

• Design, lead, execute, and maintain change management programs, processes, tools, and training to develop employees’ ability to navigate change and drive adoption of new behaviors
• Build strong relationships, partner, and consult with key leaders and employees to understand the reasons, scope, and impacts of proposed changes, then coach them to deliver and execute.
• Assess how program and change initiative timelines fit into the enterprise-wide landscape, and manage change initiatives accordingly.
• Conduct change risk, stakeholder analysis, change impact assessments, and readiness assessments to anticipate and address resistance.
• Define the vision, objectives, and success criteria for any large-scale changes by building solid change plans which integrate with project plans.
• Develop and execute tailored engagement strategies to build awareness, desire, and commitment.
• Design, deploy, and coach on organizational development strategies to facilitate organizations, teams, and individuals working more effectively.
• Partner with Talent Management, Project Management Offices, People Experience COEs, and HR Business Partners to guide and support effective communications, training material development, and change management plans for projects.
• Source and oversee change management contractor support for divisional and departmental projects.
• Provide change management expertise within project governance, advising project managers and leaders on adoption risks and mitigation strategies.
• Leverage change management software (ChangePlan) to capture, monitor, and report on change activity and capture, measure, and track change saturation, fatigue, etc.
• Track, monitor, and report on change management metrics and KPIs, measuring adoption of and engagement with changes.

Enterprise Organizational Development and Change Management Consultant

Data Engineer

• Partner with data architects, analysts, engineers, and stakeholders to understand data requirements and deliver solutions.
• Help build scalable products with robust security, quality and governance protocols.
• Create low-level design artifacts, including mapping specifications.
• Build scalable and reliable data pipelines to support data ingestions (batch and /or streaming) and transformation from multiple data sources using SQL, AWS, Snowflake, and data integration technologies.
• Create unit/integration tests and implement automated build and deployment.
• Participate in code reviews to ensure standards and best practices.
• Deploy, monitor, and maintain production systems.
• Use the Agile Framework to organize, manage and execute work.
• Demonstrate adaptability, initiative and attention to detail through deliverables and ways of working.