Senior Department 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 sits on a team of five people in the Consumer Markets division in Omaha, NE.

Responsibilities

• Provide administrative support to your assigned (15-20) wholesalers.
• Gather necessary details, receipts, attendee names, etc., to accurately compile and submit FINRA-related expense reports via Concur.
• Run reports and lists from Salesforce on a monthly basis to identify which FPs to send Birthday cards and Thank you notes.
• Collaborate with other Wholesaler Admins to curate unique seasonal gift and promotional items.
• Ensure accurate and appropriate tracking of FINRA expenses.

Requirements

• 2-3 years of experience in a sales administrative setting.
• Experience supporting multiple stakeholders' administrative needs.
• Strong attention to detail.
• Ability to handle multiple responsibilities, assignments, and requests.
• 2+ years working with Excel spreadsheets.
• Works autonomously within established procedures and practices.

Qualifications

• Experience as a wholesaler admin in the Insurance industry.
• Experience working in Salesforce.
• Experience using Concur for expense reporting.
• Strong written and verbal communication skills.

May be brought in at a higher or lower level depending on experience.

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 eligible for additional incentive pay.

$26.31 - $32.15 per hour.

Benefits

Your benefits start on day one. Pacific Life is committed to providing flexible benefits tailored to meet your needs.

• Prioritization of your health and well-being including Medical, Dental, and Vision.
• 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.