Senior New Business Case Manager I - Edward Jones

Pacific Life

18h•Remote

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 Senior New Business Case Manager I for Edward Jones to join our team. This position is remote. The New Business Case Manager Team is responsible for reviewing new business applications for completeness, accuracy, and regulatory compliance and resolving any problems with application. Reviews submission criteria to accept and approve clean applications and reviews basic underwriting requirements, as defined by age and amount requirement. Follows up for outstanding requirements, responds to inquiries from agents, financial institutions, other home office staff and clients, and makes courtesy calls to provide status updates. The department partners with Financial Professionals and their staff to resolve outstanding requirements that may impact the ability to submit and process applications. Through service excellence (quality and efficiency of processing, meeting service level commitments, and leading positive interactions with clients), these teams play an important role in impacting our clients’ choice to conduct their business through Pacific Life.

Requirements

College degree and/or equivalent experience preferred.
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.

Responsibilities

Review, evaluate and process case work as directed by supervisor according to department procedures.
Analyzes case information and identifies appropriate action.
Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail.
Meet or exceed productivity and quality metrics per department guidelines.
Case outreach and follow up activity are timely and professional.
Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements.
Understand NB and UW terminology (labs, APSs, MVRs, etc.) and become familiar with reasoning for requirements.
Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them.
Communicates effectively with and/or creates correspondence for producers, field offices and external interested parties as applicable.
Sets proper expectations with producers/offices/FVPs.
Supports department needs as assigned.
Maintains positive and professional interactions with peers, trainers, internal customers, and leaders across all activities; Effectively collaborates to overcome challenges.
Demonstrates awareness of the Workday Performance Mgmt. and goal writing process, partners with Supervisor to identify areas of skill building opportunities and develop SMART goal(s) and meets target check-in and self-evaluation dates; Comes prepared for coaching sessions with status of progress; Follows through on action plans.

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