Operations Advisor Mgmt Specialist

Pacific Life•Newport Beach, CA

1d•Hybrid

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. 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. We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist to join our multi-life/executive benefits Life OAM team. This role is hybrid based in our Newport Beach, CA or Omaha, NE offices. As an OAM Specialist, you’ll move Pacific Life, and your career forward by facilitating complex inquiries primarily, but not solely, for our Multilife business, which includes corporate-owned (COLI), corporate-sponsored and individually owned life insurance policies. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the corporate life insurance market.

Requirements

2+ years CMD Operations experience, ideally focused on communication and service support with customers.
Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services
Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues
Strong, effective and efficient verbal and written communication skills.
Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.
Ability to balance accuracy, speed, and customer service.
Ability to work effectively in a team environment.
4-year degree or equivalent experience.
Series 6 required at time of application.

Nice To Haves

Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies.
Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.
Experience interacting directly with financial professionals and insurance firm leadership.
Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Responsibilities

Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.
Ability to clearly explain rationale behind procedures or requests.
Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
Proactively monitors status of issue resolution and ensures processing is completed correctly.
Communicates outcome effectively to requestor.
Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution.

Benefits

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