Operations Annuity New Business Services Associate

Job Description:

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. 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.

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We are seeking multiple talented Operations Annuity New Business Services Associates to join our Team in the Consumer Markets Division (CMD) to fill roles in our Omaha, NE, and Newport Beach, CA offices.

As an Operations Annuity New Business Services Associate, you’ll play a key role in Pacific Life’s growth and long-term success by providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners using knowledge of the company's annuities and life insurance products.

This role will have a 6-week initial training period, in which you will be required to be in the office 5 days a week. Once you have completed training, this role is hybrid, you will be required to be in office one day a week.

How you will move us forward:

• Process new annuity applications, apply cash to new and existing contracts, complete internal exchanges of contracts, and complete follow-up to financial professionals to resolve outstanding items.

• Communicate effectively with team members, internal customers and management for the purpose of coordinating contract work and resolving issues related to processing.

• Participate in quality review of work for processes that have been mastered.

• Participate and contribute to team meetings or special tasks and assignments impacting the Annuity New Business team.

How you will make an impact:

• Queue items are reviewed against contract information and department procedures to determine good order. Transaction details are correctly input into processing systems and system errors researched. Takes all appropriate action to ensure a superior service experience.

• Progresses steadily through training on core functions, and can demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.    

• Prepares effectively before making outbound calls, and follows Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.  

• Department productivity and quality standards are met. 

• Rotates assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.

The experience you will bring:

• 2-3 years of experience in a customer service-focused role, preferably financial services.

• Effective critical thinking and problem-solving skills

• Strong verbal and written communication skills

• Commitment to driving an industry-leading customer service experience    

• Comfort navigating across multiple technology platforms

• Ability to work effectively within a fast-paced team environment

What will make you stand out:

• A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning.

Compensation:

• Starting hourly rate will be based on your experience and location

• Omaha, NE: range is between $18.00 - $21.00 per hour plus an annual bonus

• Newport Beach, CA range is between $21.0 - $24.0 per hour plus an annual bonus

#LI-RB1

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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.

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.

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.