Operations Advisor Mgmt Specialist

About the Role

As an OAM Specialist, you'll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market. FINRA SIE and Series 6 or 7 registrations are required for this role. This role is hybrid based in our Newport Beach, CA or Omaha, NE office.

How You'll Help Move Us Forward

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
• Uses good diagnostic skills to clearly identify customer's core issues and anticipate needs.
• Ability to clearly explain rationale behind procedures or requests.
• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
• Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor.
• Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution.

Requirements

• FINRA SIE and Series 6 or 7 registrations required at time of application.
• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
• 4-year degree or equivalent experience.

Qualifications

• 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.

Skills

• Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.
• Experience interacting directly with financial professionals and insurance firm leadership.
• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Pay

$33.58 - $41.04 per hour. Actual compensation offered will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Most employees are eligible for additional incentive pay.

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.