Financial Operations Associate
About The Position
We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in our Omaha, Nebraska office. As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals. This role may support either our Inforce Processing Team or Advisor Services Team, based on business needs and candidate strengths. How You’ll Make an Impact Inforce Processing Team: Support post-issue servicing for annuity and life insurance products by: Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements Maintaining accurate client records across internal systems Ensuring all transactions meet departmental quality, productivity, and service standards Advisor Services Team: Support producer licensing and contracting operations by: Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation Ensuring documentation meets regulatory requirements, company policies, and service level agreements Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals Maintaining accuracy across high-volume licensing and contract data What Success Looks Like In this role, you will: Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements Demonstrate strong judgment in identifying issues and resolving exceptions Progress steadily through structured training and develop technical expertise in financial and insurance operations Meet productivity, quality, and service expectations in a fast-paced environment Adapt to shifting workflow priorities and support broader operational needs as required
Requirements
- 0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
- Strong attention to detail and commitment to accuracy
- Critical thinking and problem-solving skills
- Excellent verbal and written communication skills
- Comfort navigating multiple systems and technology platforms simultaneously
- Ability to prioritize workload and manage deadlines effectively
- Desire to learn complex processes in a regulated environment
Nice To Haves
- Experience in financial services, insurance, banking, or other regulated industries
- Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
- Demonstrated success working in high-volume, metrics-driven environments
- Growth mindset and commitment to continuous learning
Responsibilities
- Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
- Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
- Maintaining accurate client records across internal systems
- Ensuring all transactions meet departmental quality, productivity, and service standards
- Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
- Ensuring documentation meets regulatory requirements, company policies, and service level agreements
- Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
- Maintaining accuracy across high-volume licensing and contract data
- Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements
- Demonstrate strong judgment in identifying issues and resolving exceptions
- Progress steadily through structured training and develop technical expertise in financial and insurance operations
- Meet productivity, quality, and service expectations in a fast-paced environment
- Adapt to shifting workflow priorities and support broader operational needs as required
Benefits
- Comprehensive onboarding and paid training
- Opportunity to build expertise in financial services and insurance operations
- Clear pathways for career growth across operations and broader business functions
- Collaborative, supportive team environment
- Stability and reputation of a Fortune 500 financial services organization
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
