Pacific Life

Operations

• Support all Operations areas by updating job aids, bulletins, research materials, and letter/email templates.
• Maintain accurate, complete, and up-to-date procedural resources for Operations teams to ensure consistent workflows and high-quality service delivery.
• Update internal and external administrative forms and applications based on approved recommendations, ensuring alignment across impacted teams and related procedural materials.
• Manage updates within the Forms Master Library in OpenText and communicate changes clearly through bulletins and other established channels.
• Research processes with Operations subject matter experts to develop or refine content, evaluating impacts across all relevant teams to ensure comprehensive updates.
• Produce documentation that adheres to established content standards, compliance requirements, formatting guidelines, and usability best practices.
• Validate the accuracy of updated materials with appropriate reviewers before rollout to ensure readiness for any business or client-impacting changes.
• Capture the rationale behind documentation decisions for historical tracking and provide summaries of change history when requested by internal partners or auditors.
• Keep department task-tracking tools updated to enable accurate reporting of workloads, progress, and capacity.
• Actively build business knowledge by learning Core Operations processes and staying current on operational changes to better support documentation needs.
• Collaborate with managers, senior team members, and business partners to gather feedback and identify opportunities to strengthen technical writing, documentation strategy, and professional competencies.
• Manage multiple tasks and deadlines effectively while maintaining strong attention to detail and quality.
• Meet target deadlines for performance reviews and SMART goal check-ins and evaluations.

Operations Documentation Associate

Marketing

• Responsible for activity and consistent reliable delivery to M Firms of product; marketing strategy, underwriting education/support and relationship partnering.
• Problem resolution in a timely manner, delegating to appropriate teams where warranted.
• Counsel with M Firms to determine positioning opportunities and value delivery to M Firm members.
• Achievement of channel performance requirements
• Work with National Sales Manager and VP of M Marketing to grow production and market share of PL in M Channel by maintaining strong relationships with principals, marketers and support teams in the FVP territory.
• Responsible for successfully carrying out M marketing plan by meeting with principals, marketers and support teams with the objective of growing firm sales with Pacific Life. Also responsible for maintaining M firm relationships and quarterbacking any issues or problems that arise. Must be willing to travel.
• Responsible for meeting production goals established by Home Office management.
• Managing travel and marketing expenses, establishing and maintaining strong working relationships with M Marketing Team and Home Office staff, entering information into Salesforce entry to include a minimum of meeting recaps and call logs.

FVP M – Marketing

Digital Marketing

• Lead a Digital Execution team of four digital specialists in the development of business and technical requirements for digital marketing campaigns including campaign goals and measurement metrics, campaign audience criteria and segmentation, campaign decision trees, test and control segments, deployment criteria and data management.
• Generate audiences and segments for emails, journeys, and social media advertising based on criteria using Salesforce Marketing Cloud, Structured Query Language (SQL) query, Salesforce Sales Cloud data or other data sources as needed.
• Build, configure, version, proofread, test, and send emails, including dynamic content, AMPscript, and responsive design.
• Responsible for content accuracy, ensuring all links, images, copy, personalization, dynamic content, versions, and segments are correct.
• Build, configure, and test standard and Distributed Marketing journeys and automations based on business and technical requirements.
• Administer Zoom webinar events, including creation and scheduling, pre- and post-webinar communications, updating event web pages, and importing registration, attendance, and lead data into Salesforce Sales Cloud.
• Collaborate with Data Analysts to communicate key metrics on program performance as well as results of testing to drive campaign optimization.
• Utilize project management systems for work intake, collaboration and tracking progress toward completion.

Operations Documentation Associate

FVP M – Marketing

Digital Marketing Manager