Hybrid Operations Advisor – Management Specialist

at Pacific Life

• Job title: Operations Advisor – Management Specialist
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $33 - $40 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Newport Beach, United States

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.