Financial Operations Associate

Pacific Life•Omaha, NE

9d•$20 - $22•Hybrid

About The Position

We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE or Charlotte, NC. 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.

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

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