Sr. Client Solutions Specialist

Pacific LifeOmaha, NE
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 Sr. Client Solutions Specialist to join our Workforce Benefits division. This role can be fully remote or hybrid and based in Newport Beach, CA, Omaha NE. As a Sr. Client Solutions Specialist, you’ll play a key role in providing a first-class frictionless onboarding and enrollment experience to our employers in the Workforce Benefits division.

Requirements

  • College degree or equivalent experience preferred
  • 3-5 years in worksite or voluntary benefits industry
  • Understanding of technology ecosystems specifically within the FinTech industry
  • Effective written and oral communication
  • Strong attention to detail
  • Ability to present to all levels with both internal and external stakeholders
  • Demonstrated time management and organizational skills
  • Intermediate skills with MS office applications

Nice To Haves

  • Experience with API technology within the worksite benefits industry
  • Direct experience with Benefits Administration systems and data exchanges

Responsibilities

  • Maintain ongoing relationship with technology counterparts at one or more Benefits Technology vendor partners.
  • Serves as subject matter expert on enrollment flows for assigned partnerships.
  • Effectively diagnose and resolve case-level technology issues with a sense of urgency and excellence.
  • Escalate common case-level issues to Client Solutions Consultant for root cause analysis.
  • Communicate break-fixes and feature enhancements effectively to Pacific Life’s various customers.
  • Collaborate with internal stakeholders to understand data challenges that flow from benefits technology partners and work to resolve them.
  • Respond to inquiries regarding case-level support from Onboarding through Enrollment and through ongoing data exchange.
  • Understand case set-up for assigned partners and consult with brokers on best practices.
  • Support case-level file exchanges (e.g., EDI, XML, API) for an assigned partner(s) to ensure data sync between Pacific Life and our technology partners.
  • Monitor case-level error reporting and proactively address customer data issues.
  • Help grow the knowledge of and comfort with our technology solutions with internal partners.
  • Understand regulatory and compliance landscape related to enrollment and group benefits.
  • Works within departmental controls for all aspects of the role.
  • Demonstrate a customer-centric mindset with problem-solving skillset.
  • Participates and contributes to team meetings or special tasks and assignments and brings innovative ideas and a continuous improvement mindset to the department.
  • Job performance must meet department standards for work prioritization, productivity, quality and timeliness.
  • Identifies, understands and ensures that actions, behaviors and decisions are consistent with the department, division and Pacific Life Mission & Vision.

Benefits

  • 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
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