Customer Service Specialist

Pacific LifeNewport Beach, CA
238d$23 - $32Hybrid

About The Position

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 has a fantastic opportunity for career development with excellent promotional opportunities. We are seeking talented Customer Service Specialists to join our teams in the Consumer Markets Division in our Newport Beach, CA or Omaha, NE offices. A FINRA SIE and series 6 or 7 license is required in this role, if you are currently unlicensed Pacific Life will support your training and study time needed to pass these exams within 6 weeks of hire. All unlicensed candidates will be required to be in office 5 days a week during the initial 6-week study period. Once you have passed the SIE and Series 6 exam, this role is hybrid, you will be required to be in office one day a week. All licensed candidates will work on a hybrid schedule, you will be required to be in office one day a week. Apply now to be considered for our upcoming start class in August or September 2025!

Requirements

  • Strong customer service skills with 1-2 years of experience in a related customer service role.
  • College degree and/or equivalent experience preferred.
  • FINRA SIE and series 6 or 7 license is required.
  • Proactive and resourceful, with a knack for finding answers through research.
  • Strong analytical skills and creative thinking.
  • Skilled at handling multiple priorities in a fast-paced setting.
  • Motivated to learn quickly and adapt to changes.
  • Computer proficiency including Microsoft Word and Outlook.

Responsibilities

  • Handle incoming inquiries and provide problem resolution related to transactions and technical questions for policyholders.
  • Thrive on phone conversations, handling 50 to 60 incoming calls daily.
  • Provide outstanding customer service as a top priority.
  • Excel at problem-solving and overcome obstacles.
  • Assist both colleagues and customers with enthusiasm.
  • Perform well in a fast-paced environment and adapt quickly to changes.

Benefits

  • Medical, Dental, Vision, and Wellbeing Reimbursement Account.
  • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
  • Paid Parental Leave and Adoption Assistance Program.
  • Competitive 401k savings plan with company match and additional contribution.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Insurance Carriers and Related Activities

Education Level

Bachelor's degree

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