Operations Project Analyst

Pacific Life • Charlotte, NC

4d • $35 - $43 • Hybrid

About The Position

Pacific Life is seeking a project analyst to join its Operations Project Team in Newport Beach, California, or Omaha, Nebraska. The role is hybrid, with work performed both in and out of the office. The analyst independently leads foundational-level Operations projects across Annuity and Life lines of business.

The position involves initiating and implementing projects; coordinating stakeholders, sponsors, Operations teams, and external partners; defining project scope, objectives, schedules, costs, and plans; and managing risks, issues, and dependencies. The analyst develops business requirements and proposed solutions, coordinates implementation to minimize workflow disruption, and helps ensure changes are sustainable for impacted teams.

The analyst also facilitates meetings, communicates project status and changes to stakeholders and leaders, maintains project documentation and artifacts, coordinates updates to procedures and training materials, and supports project closure and post-launch work. The role includes ongoing professional development in Operations processes and systems.

Requirements

• At least 4 years of experience in the financial services industry or a comparable equivalent, including experience in a highly service-focused financial services Operations environment.
• Demonstrated commitment to delivering a strong service experience to internal and external customers.
• Familiarity with basic project management approaches in Operations.
• Strong communication skills, including the ability to facilitate effective meetings, drive positive outcomes, and address challenges collaboratively with a range of stakeholders, including leaders.
• Ability to manage time across multiple processes and deadlines in a fast-paced environment with changing priorities, while remaining organized and focused on accuracy and timeliness.
• Demonstrated problem-solving and critical-thinking skills, including the ability to anticipate, identify, and overcome impediments to project success.
• Ability to collaborate with individuals at all levels.
• Ability to work independently under minimal supervision.

Nice To Haves

• A four-year degree or equivalent combination of work and experience.
• Broad knowledge of Insurance Operations organizations, products, systems, and processes.

Responsibilities

• Initiate projects in project management tools and facilitate kickoff meetings to define roles, scope, objectives, timelines, costs, and project plans.
• Lead planning sessions and maintain and monitor project plans and roadmaps.
• Facilitate sessions with internal and external stakeholders, including Technology and Compliance, to clarify questions and remove impediments.
• Develop collaborative approaches and solutions, needs assessments, and cost-benefit analyses.
• Coordinate implementation plans to minimize disruption to department workflows and support sustainable deliverables.
• Partner with the manager and team to seek and apply feedback, insight, and direction on project approaches and challenges.
• Identify, manage, and track project and operational risks, issues, and dependencies that affect scope and schedule.
• Work with Operations teams and subject-matter experts to develop thorough business requirements.
• Work with Operations and external business partners to determine how changes fit existing processes and whether processes need modification or creation.
• Facilitate meetings with internal and external teams, sponsors, stakeholders, and subject-matter experts to drive decisions and outcomes.
• Present clear project progress and status updates to leadership and other stakeholders, and communicate changes to scope, schedule, or cost and project risks in a timely manner.
• Use Operations experience to ask questions that ensure business requirements and proposed processes are thorough and complete.
• Prepare clear announcements for Operations teams about project deployments and updates.
• Ensure meeting agendas and minutes are clear, concise, and promptly shared.
• Maintain project artifacts and details in project management tools, ensuring documentation is understandable and addresses impacts to Operations teams.
• Create technology demands as needed and follow submission guidelines.
• Coordinate with Training and Documentation to update documentation, standard operating procedures, and job aids.
• Obtain customer acceptance and feedback after project closure and resolve post-implementation questions promptly and thoroughly.
• Document and share lessons learned and best practices with the manager and team.
• Finalize project activities and close or archive projects in project management tools.
• Partner with IT to scope, prioritize, and deliver remaining inforce or residual Day 2 scope after initial launch.
• Deliver a positive service experience to internal and external business partners and implement projects with minimal disruption.
• Meet deadlines for performance and SMART goal check-ins and evaluations.
• Seek feedback and identify opportunities to develop core skills and focused professional competencies.
• Grow knowledge of Operations processes and systems, prepare for coaching sessions, follow through on action plans, and stay current on operational changes.

Benefits

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

What This Job Offers

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