Sr. Ops Business Services Specialist-Inforce
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. Operations Business Services Specialist to join our Inforce Operations Processing team within our Consumer Markets Division in Omaha, NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Sr. Operations Business Services Specialist, you’ll move Pacific Life, and your career, forward by by independently handling complex life insurance and annuity transactions while delivering high‑quality, accurate, and timely service. This role applies advanced technical knowledge, strong judgment, and effective communication to resolve client requests and support operational excellence.
Requirements
- 2+ years of experience processing life insurance and/or annuity transactions in an operations or customer service environment
- Strong technical aptitude and attention to detail
- Ability to work independently with minimal supervision
- Clear and professional written and verbal communication skills
- Ability to manage multiple priorities in a fast‑paced environment
- Comfort navigating multiple technology platforms
- Effective critical thinking and problem-solving skills
- Commitment to driving an industry-leading customer service experience
Nice To Haves
- A positive attitude, growth mindset, and commitment to self‑development; aptitude for agile learning.
- Experience within the financial services industry
- Experience with Multi-Life, ALIS, Vantage and any loans, surrenders, withdrawals in CK4 and ETP.
Responsibilities
- Process advanced life insurance financial and non-financial transactions with a high degree of accuracy and independence
- Review requests for good order, input transaction details into administration systems, and resolve issues efficiently
- Maintain clear, thorough documentation to support seamless ongoing customer service
- Meet established benchmarks for quality, accuracy, utilization, and turnaround time
- Conduct quality reviews of foundational work and share insights to improve outcomes
- Support peer training and knowledge sharing as assigned
- Participate in process improvement initiatives and workflow support activities
- Communicate effectively with team members, internal stakeholders, and customers to coordinate case work and resolve processing issues.
- Participate and contribute to team meetings, special tasks, and assignments as needed.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
