Operations Risk Support Specialist

About the role

The Operations Risk Support Specialist plays a crucial role in ensuring compliance and legal readiness across Pacific Life's operations. This position requires a strong background in annuities and a keen eye for identifying issues that need compliance or legal review.

Responsibilities

• Engage in team case review discussions, sharing insights and learning from peers.
• Independently research and respond to cases from Operations or Office of General Counsel (OGC), covering both Life and Annuities lines of business.
• Follow established department standards for case handling and response, meeting deadlines and maintaining accuracy.
• Support senior team members with good order review and auto approval of resolutions, adhering to established procedures.
• Respond to urgent inquiries with appropriate priority to ensure immediate resolution.
• Prepare cases for Resolutions committee presentations, ensuring clarity and timeliness in documentation.
• Identify gaps in operations documentation and processes, escalating issues through appropriate channels.
• Communicate risk-related trends through research, recommending solutions to leadership.
• Complete necessary training for cross-line of business support.

Requirements

• Minimum 2+ years of experience in an Annuity Call Center (Operations focused).
• Familiarity with annuity products and features (not required to be Pacific Life specific).
• Experience identifying matters requiring compliance or legal review, such as fraud, operational compliance reviews, and unusual, suspicious, or fraudulent activity.
• Demonstrated ability to research, analyze, and interpret policies, procedures, or regulatory guidance.

Qualifications

• Clear, concise, and confident communication skills.
• Ability to review operational compliance items, such as identifying or reviewing unusual, suspicious, or fraudulent activity.
• Natural growth mindset and drive to strengthen operational controls.
• Demonstrated critical thinking skills to assess information and ask meaningful questions to reach conclusions.

Skills

• Strong analytical and problem-solving skills.
• Effective communication and collaboration abilities.
• Proficiency in research and data analysis.

Benefits

• Paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave and Adoption Assistance Program.
• A competitive 401(k) savings plan with company match and additional contributions.
• Wellbeing Reimbursement Account for personal use or family members.