Life Operations Reporting Specialist

Pacific Life • Charlotte, NC

2d • Onsite

About The Position

Pacific Life is seeking a talented Life Operations Reporting Specialist to join its Consumer Markets Division in Charlotte, NC. This role is integral to the company's mission of providing support for policyholders' financial futures, including retirement planning and savings. As an Operations Reporting Specialist, you will contribute to Pacific Life's progress by offering operational and reporting support specifically for Multilife and producer-specific reporting needs. The position is crucial for ensuring accurate and timely data delivery, as well as assisting with troubleshooting, issue resolution, and ongoing relationship support for both internal stakeholders and key distributor relationships.

Requirements

• 0–2 years of operations, reporting, or analytical experience
• Attention to detail and ability to follow defined processes
• Experience performing structured reporting and operational support work
• Ability to effectively use established reporting processes, tools, and controls to deliver accurate, reliable results
• Demonstrated judgment in identifying when to resolve issues independently and when to escalate complex or ambiguous items appropriately

Nice To Haves

• College degree or equivalent experience preferred
• Strong Excel/data analysis skills preferred

Responsibilities

• Produce and distribute standard and ad hoc Multilife and Inforce operational reports
• Validate data accuracy, reconcile discrepancies, and investigate data issues
• Respond to internal inquiries related to reporting definitions, trends, and anomalies
• Support escalation resolution by gathering data and providing operational insight
• Maintain reporting documentation, definitions, and process references
• Collaborates with Operations, Technology, and Account Management partners
• Ensure service expectations and commitments are met consistently

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees