Pacific Life

Actuary

• Lead comprehensive reviews of Life models and provide clear, practical recommendations to owners, senior leaders, and risk committees.
• Raise the bar on methodologies and assumptions by challenging practices, identifying areas of potential risk and driving for meaningful improvements.
• Provide expert guidance on efficient modeling techniques and robust governance practices, to bolster model risk management.
• Collaborate with cross-domain subject experts to understand and impact the business more holistically and help advance Pacific Life’s model risk framework and practices.
• Stay current on emerging practices, modeling techniques, technologies, and regulatory developments.

Actuary – Director, Model Risk Management

Account Executive

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives
• Meet annual sales goals as established by the RVP of Broker Distribution
• Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community
• Continually work to strengthen, deepen, and grow broker relationships
• Execute appropriate number of broker meetings per week with assigned brokers
• Drive a pipeline of appropriate number of RFP’s per month
• Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market
• Demonstrate proficiency in the group products sold by Pacific Life
• Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships
• Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives
• Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making
• Participate in ongoing industry and community activities to stay attuned to industry trends
• Represent the company as needed with legislative platforms, industry events, community activities
• Perform other job-related duties or special projects as required

Sales Consultant – Broker Distribution

• Lead the execution of quarterly capital stress testing process and provide thoughtful explanation of changes in the Company's risk profile under multiple capital lenses (e.g. US RBC, Bermuda, Economic)
• Implement updates to stress testing methodology and reporting capabilities in alignment with principle established in the Company's risk appetite framework
• Maintain and enhance robust, transparent, and repeatable stress testing processes, aligned with capital management and reporting practices
• Support the capital planning component of the annual strategic plan, including solvency ratio and excess capital projection and associated analytics
• Partner with finance, risk, and actuarial teams across the enterprise on cross-functional projects and ad-hoc capital initiatives

Senior Actuary, FSA – Enterprise Capital Management

• Support Economic Valuation/Economic Capital calculations as part of the enterprise economic framework.
• Support Asset Adequacy Analysis including Cash Flow Testing projections, preparation of the Actuarial Opinion and Memorandum for multiple legal entities.
• Support other regulatory projection requirements including AG38 8C, RBC C3P1, etc.
• Provide support for audit requests and interface with auditors, state regulators and examiners as necessary.
• Oversee the model input data management including the inforce liability data, the inforce asset data and the economic scenarios.
• Support finance transformation projects, including Prophet implementation.
• Support and comply with all Model Risk Management initiatives and standards, including model risk, model documentation, and other best practices guidelines.
• Develop analytic tools to help explain the modeled results and movement from prior periods.
• Implement process improvements, automation, and efficiencies where applicable.
• Develop junior actuarial professionals by providing insight, guidance and oversight. This includes setting and communicating clear objectives and expectations, providing stretch assignments based on their skills, providing knowledge transfer, coaching and support.
• Communicate effectively with various audiences and be able to explain complex modeling issues in language appropriate for the audience. This ranges from teaching new hires to presenting to senior management.
• Foster collaboration, manage expectations, and effectively communicate project updates, milestones, and risks.

Senior Actuary, FSA – Life Projections

Underwriter

• Complete wing-to-wing underwriting decisions, starting with review of upfront underwriting data and tools.
• Staff coaching and development of Underwriting Consultants and Senior Consultants.
• Handle additional underwriting requirements by determining value, ordering, and reviewing to perform risk selection.
• Finalizing cases and performing second-sign duties as needed.
• Demonstrate dependability, organization, and sound judgment by adhering to schedules and meeting all productivity, quality, and performance standards.

Managing Director, Underwriting

Customer Support

• Collaborating with Compliance and business areas by researching and analyzing operational compliance and legal related cases.
• Actively engages in team case review discussions and learns from peers.
• Independently supports research and responses to cases received from Operations or Office of General Counsel (OGC).
• Supports senior team members with good order review and auto approval of resolutions submissions.
• Successfully masters task completion of all P1 level case types including privacy incidents, identity thefts, fraud, complaints, claims, subpoenas, and audit file preps.
• Documentation is clear and is provided to all stakeholders in a timely fashion.
• Identifies gaps in operations documentation and processes and escalates through appropriate channels.

Operations Risk Support Specialist

Financial Planning and Analysis

• Manage and develop existing producer relationships and recruit new relationships.
• Execute marketing campaigns, attend company, industry and intermediary meetings, speak in front of groups.
• Work with internal sales, case design, and underwriting partners.
• Collaborate with peers on sales ideas.
• Develop and execute a business plan for your territory.
• Recruit and develop new firms who likely do not currently sell life insurance.
• Work with advisors, firms and IMOs/BGAs who do already sell life insurance and incorporate Pacific Life into their client offering.

Regional VP – Independent Financial Producers, Field Wholesaler

Operations

• 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.
• This role is hybrid.
• As an Operations Remediation Specialist, you’ll move Pacific Life, and your career, forward by investigating operational, system, or process issues.
• By collaborating with partners across compliance, technology, and the business, you will assess customer facing impacts, drive remediation efforts, and ensure alignment with policy and contract standards to minimize risk to both customers and the organization.
• Monitors Production Issue inquiry email box, providing timely responses per established department turnaround times.
• Manages tasks according to departmental workflow requirements, adapting promptly to shifting priorities.
• Follows established intake process, documenting as required for IT and other external business partners.
• Analyzes reported production issues, leveraging appropriate data and resources to identify root cause of gaps between system/process and policy/ contract requirements; Partners with Senior Analysts to assess system behavior as needed.
• Identifies impacts requiring external guidance; Summarizes research and analysis into concise overviews to facilitate key decisions.
• Partners with Ops Risk and Controls, IT, OGC, and Finance to align solutions and decisions as appropriate.
• Independently leads remediation efforts for small to medium-size production issues.
• Communicates and collaborates effectively with Operations teams, ensuring alignment and awareness of actions being taken, including time frames.
• Customer communications are developed collaboratively, following established standards.
• Bulletin announcements are coordinated with Documentation Team.
• Collaborates with impacted Operations teams to ensure successful implementation of remediation fixes.
• Works efficiently, meeting expectations for deadlines, thoroughness, and accuracy.
• Leads positive and professional interactions with internal and external business partners.
• Assists Senior Analysts on larger scale remediations, demonstrating understanding of action taken and rationale behind steps.

Annuities Operations Remediation Specialist

Product 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.
• Lead product development and innovation for the firm’s pension risk transfer business.
• Identify and close capability gaps, launch new offerings to expand market share, and establish a long-term strategy to ensure sustained, profitable growth in a highly competitive and evolving marketplace.
• Play an important role in developing market positioning and thought leadership to enhance standing in the market.

AVP, Head of Product Strategy – Pension Risk Transfer

Call Center Representative

• Architect, develop, and support cloud contact center solutions, including AWS Connect and related services
• Integrate and apply technologies such as AI, speech recognition, and voice biometrics to improve customer experience and operations
• Partner with cross-functional teams to define requirements, design call flows, and deliver omni-channel capabilities (email, chat, web, click-to-dial)
• Drive automation and analytics to strengthen reliability and insight (e.g., workforce tools, call recording, journey analytics)
• Maintain documentation, capture business processes, and create training materials to support ongoing delivery and support

Senior Unified Communications Contact Center Developer

• 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.
• Play a key role in Pacific Life’s growth and long-term success through the active management of the inforce life insurance block, including the management of non-guaranteed elements, and building retention and remediation strategies around different business segments
• Annual plan projections and quarterly re-forecasting for our life portfolio.
• Analyze drivers of plan vs. actual results, providing clear explanations and actionable insights to the Financial Planning & Analysis (FP&A) team and senior management.
• Monitor and interpret in-force performance metrics to identify profitability trends and any needed adjustments.
• Assess the impact of non-guaranteed elements (e.g., credited rates) on earnings, giving management early line-of-sight into emerging opportunities or risks.
• Oversee credited rate and index rate setting on the life business, using data-driven analysis.
• Partner with Investments, Hedging and Finance to make decisions on rates and spreads and communicate results to management.
• Collaborate with the Enterprise Modeling team to enhance our Prophet models (including coding updates and user acceptance testing).
• Learn to apply rules of thumb and other estimations for non-modeled items and sensitivity analysis.
• Work closely with Finance, FP&A, Asset-Liability Management (ALM), Reinsurance, and other stakeholders on enterprise initiatives involving the annuity in-force block.
• Clearly communicate complex modeling results and recommendations to diverse audiences, from new team members to executive leadership, translating technical findings into actionable business terms.
• Identify efficiencies and modernization opportunities in existing processes and lead implementation efforts.
• Develop and utilize AI to drive insights into the business.
• Serve as lead reviewer and coach for junior staff members on the team.

Senior Actuary – Life Profitability Management

System Administrator

• Partner across the organization to identify, evaluate, and resolve issues related to the client computing environment and endpoint technology solutions
• Own the successful delivery of operational initiatives that improve the security, reliability, and compliance of the endpoint environment while maintaining an excellent end-user experience
• Manage the Endpoint Engineering support queue, including prioritization, triage, and driving timely resolution of incidents and requests
• Act as a point of escalation for the Service Desk and Desk Side teams, performing trend analysis and resolving complex or recurring technical issues
• Develop, refine, and maintain operational metrics, key risk indicators (KRIs), and reporting related to endpoint health, compliance, and performance
• Assist and mentor teammates through knowledge sharing, documentation, and hands-on guidance
• Partner closely with Security teams to ensure Endpoint Engineering risk issues are tracked, remediated, and resolved within defined SLAs.

Senior Systems Administrator

Human Resources

• Lead key operational processes across the Talent Management function, helping drive consistent planning, coordination, and execution at scale across OD/Change, Talent Enablement, and Talent Development.
• Design and maintain Talent Management operating processes, governance routines, roadmaps, and delivery plans.
• Assess and forecast program volumes, enrollment demand, cohort sizing, and capacity needs.
• Partner with Program Managers and Talent Management Leadership Team to plan, track, and execute talent programs end-to-end.
• Manage program enrollment and nomination methodologies.
• Coordinate talent data, analytics, and reporting, providing integrated visibility into program activities, enrollments, completions, portfolio health and outcome metrics.
• Develop and maintain dashboards, reports, executive level summaries and presentations that provide visibility into program activity, progress, and outcomes.
• Track and report on Talent Management budget, spend, and utilization trends.
• Identify and implement opportunities to improve efficiency through process design, platforms, automation, and AI-enabled solutions.
• Support the development of overall marketing and engagement materials across Talent Management.
• Help to facilitate key strategic initiatives across Talent Management.
• Partner across PX (i.e. people analytics, communications, etc.)

Talent Management Operations Lead

Analyst

• Responsible for producing needs analyses, sales proposals and sales illustrations
• Coordinates marketing seminars
• Maintains sales database
• Assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.)
• Corresponds with current and orphaned policyholders to answer inquiries and resolve problems
• Processes applications and verifies issued contracts prior to distribution to policyholder
• Respond to field and internal requests for case design assistance and related information
• Provide product information, share ideas and generate proposals
• May assist in developing sensitivity analyses/illustrations to be used in key client presentations.

Case Design Analyst

Inside Sales

• Develop relationships with consultants and partnering with our external and internal wholesalers to drive sales.
• Provide competitive quotes for structured settlement annuities and attorney fee products.
• Drive education and engagement for our newly launched rider/benefit option via webinars, email and calls.
• Partner with our legal team to review cases for acceptability under tax codes and compliance with Pacific Life guidelines.
• Deliver exceptional customer service through calls and emails.
• Possible opportunities for travel to attend firm and industry meetings.