New Business Case Manager I

Pacific Life • Virginia-Remote, VA

4d • $21 - $25 • Remote

About The Position

Pacific Life is seeking several New Business Case Managers to join its New Business Case Management Team. This is a remote position focused on providing service excellence through quality and efficient case processing, meeting service-level commitments, and fostering positive client interactions. The role reviews and processes casework, analyzes case information, coordinates with internal and external partners, and supports department needs.

Requirements

• A strong desire to deliver a superior customer service experience.
• Ability to work effectively in a team environment.
• Experience working successfully with a variety of customers, preferably within the financial services industry.
• Ability to complete assignments in a high-volume, fast-paced environment while balancing accuracy, speed, and thoroughness.
• Clear verbal and written communication skills.

Nice To Haves

• College degree or equivalent work experience.
• Strong written and verbal communication skills.
• Customer service focus.
• Ability to balance collaborative and independent work.
• Accountability and integrity.
• Ability to use agility and flexibility to meet business needs.

Responsibilities

• Review, evaluate, and process casework as directed by a supervisor and according to department procedures.
• Analyze case information and identify appropriate actions.
• Provide and collect information, ensuring systems are updated and documented with appropriate detail.
• Meet or exceed productivity and quality metrics under department guidelines.
• Conduct case outreach and follow-up in a timely and professional manner.
• Use necessary CMD resources and tools to determine regulatory, product, and case-design requirements.
• Understand new business and underwriting terminology, including labs, APSs, and MVRs, and become familiar with the reasons for requirements.
• Build relationships with underwriting, distribution, and marketing partners by understanding their needs and communicating effectively and promptly.
• Communicate effectively with, and create correspondence for, producers, field offices, and external interested parties as applicable.
• Set appropriate expectations with producers, offices, and FVPs.
• Support department needs as assigned.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for the employee or eligible dependents.
• Paid Time Off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance.
• 401(k) savings plan with company match and an additional contribution regardless of participation.
• Most employees are eligible for additional incentive pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed