Operations Advisor Mgmt Specialist
About the role
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. This role is hybrid based in our Newport Beach, CA or Omaha, NE office.
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.
Responsibilities
- 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 financial professionals 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.
- 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
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications, and geographic location. Most employees are also eligible for additional incentive pay.
$33.58 - $41.04 per hour
Benefits
Your benefits start on day one. Pacific Life is committed to providing flexible benefits that you can tailor to meet your needs, focusing on your physical, financial, emotional, or social wellbeing.
- Medical, Dental, and Vision coverage.
- Wellbeing Reimbursement Account that can be used for yourself or eligible dependents.
- Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
- Paid Parental Leave and an Adoption Assistance Program.
- Competitive 401k savings plan with company match and an additional contribution regardless of participation.