Audience Operations Analyst executing audience distribution strategies for B2B clients. Collaborating with major brands to optimize targeted advertising campaigns.
About the role
- Operations Advisor Specialist facilitating complex inquiries primarily in corporate life insurance. Collaborating to innovate and maintain high trust in the corporate life insurance market.
Responsibilities
- 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.
- Collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better.
- Facilitate complex inquiries primarily, but not solely, for our Multilife business.
- Maintain high trust and growth opportunities within the corporate life insurance market.
- Consistently meet standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
- Use good diagnostic skills to clearly identify customer’s core issues and anticipate needs.
- Clearly explain rationale behind procedures or requests.
- Analyze escalated case submissions by thoroughly reviewing all necessary resources.
- Proactively monitor status of issue resolution and ensure processing is completed correctly.
- Communicate outcome effectively to requestor.
- Provide consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution.
Requirements
- 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
- Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services.
- Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
- Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues.
- Strong, effective and efficient verbal and written communication skills.
- Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.
- Ability to balance accuracy, speed, and customer service.
- Ability to work effectively in a team environment.
- 4-year degree or equivalent experience.
- Series 6 required at time of application.
Benefits
- 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.
- 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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