Operations Annuity New Business Services Associate

Pacific Life • Omaha, NE

2d • $19 - $21 • 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. Why? 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 are seeking several talented Operations Annuity New Business Services Associates to join our Team in the Consumer Markets Division (CMD) to fill roles in our Omaha, NE, office. These positions will be considered hybrid and required to be in the office just one day per week! As an Operations Annuity New Business Services Associate, you’ll move Pacific Life, and your career, forward by providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners using knowledge of the company's annuities and life insurance products.

Requirements

• 2+ years of experience in a customer service-focused role.
• Effective critical thinking and problem-solving skills
• Commitment to driving an industry-leading customer service experience
• Comfort navigating across multiple technology platforms
• Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness.
• Clear verbal and written communication skills.

Nice To Haves

• A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning

Responsibilities

• Process new annuity applications, apply cash to new and existing contracts, complete internal exchanges of contracts, and complete follow-up to financial professionals to resolve outstanding items.
• Communicate effectively with team members, internal customers and management for the purpose of coordinating contract work and resolving issues related to processing.
• Review queue items against contract information and department procedures to determine good order.
• Inputting transaction details correctly into processing systems and researching system errors.
• Take all appropriate action to ensure a superior service experience.
• Progress steadily through training on core functions, and able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.
• Effectively prepare before making outbound calls and following Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
• Meet department productivity and quality standards.
• Rotate assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees