Operations Account Management Specialist

Job Description:

Providing for loved ones, planning for rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist to join our Life OAM Team in Newport Beach, CA or Omaha, NE.

• This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As an OAM Specialist, you will move Pacific Life, and your career, forward by facilitating complex specialty inquiries primarily, but not solely, for our Multi life business, which includes corporate-owned, corporate-sponsored and individually owned life insurance policies. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the corporate life insurance market. You will report to a Supervisor of the Operations Advisor Management team.

How you will help move us forward:

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.

• Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.

• Analyzes escalated case submissions by thoroughly reviewing all necessary resources (customer communications, procedures, interviewing involved parties, etc.)

• Proactively monitors status of issue resolution and ensures processing is completed correctly.

The experience you bring:

• 2+ years Client Servicing experience, focused on relationship management and demonstrated ability and desire to deliver a stellar service experience with customers.

• Advanced knowledge of life insurance products, concepts, and workflow processes, ideally in Multilife or Corporate Owned/Corporate Sponsored life insurance plans.

• Strong and effective verbal and written communication skills.

• Experience managing communication with external and internal business partners to drive best outcomes.

• Excellent research and analysis skills.

• Demonstrated ability to resolve complex issues while balancing multiple case work.

• Ability to work effectively in a team environment and to actively contribute to team conversations.

What makes you stand out:

• Active FINRA Series 6 license is required at time of application.

• 4-year degree or equivalent experience.

• Experience interacting directly with financial professionals and insurance firm leadership.

• Knowledge of Pacific Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.

• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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.

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Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$32.75 - $40.03

Your Benefits Start Day 1  
 

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. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• 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

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.