Operations Annuity New Business Services Associate

Pacific Life•Omaha, NE

1d•$18 - $24•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’re actively seeking a talented Operations Business Services Associate to join our Annuity New Business team in Newport Beach, CA or Omaha, NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As an Operations Business Services Associate, you’ll play a key role in Pacific Life's growth and long-term success by: Reviewing 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. Progressing 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 preparing before making outbound calls and following Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact. Meeting department productivity and quality standards. Rotating assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor. The experience you bring: 2+ years of experience, demonstrating the following: 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, balancing accuracy, speed, and thoroughness. Clear verbal and written communication skills. What makes you stand out: A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning Compensation: Starting hourly rate will be based on your experience and location Omaha, NE: range is between $18.00 - $21.00 per hour plus an annual bonus Newport Beach, CA range is between $21.0 - $24.0 per hour plus an annual bonus You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Benefits start Day 1. Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. • 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. #LI-RB1 #LI-Hybrid Base Pay Range: The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. 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 EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. We’re over 150 years old, but there’s more to us than heritage. We’re ambitious. We’re committed to building a better future – for our organization, our employees, our customers, and our communities – and we have the experience, resources, and financial strength to make it happen. We’re investing in innovation. We’re honing our expertise. We’re empowering our people: growing digital skills and fostering the disruptive thinking we need to give us the edge in an increasingly competitive global marketplace. Have ambitions of your own? Let’s achieve them together. At Pacific Life, we believe that success comes down to our people. That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our Life at Pacific Life. Don't see the dream job you are looking for? Click "Get Started" below to drop off your contact information and resume and we will reach out to you if we find a match.

Requirements

2+ years of experience, demonstrating the following:
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, 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

Reviewing 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.
Progressing 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 preparing before making outbound calls and following Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
Meeting department productivity and quality standards.
Rotating 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

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