New Business Representative I

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented New Business Specialist to join our team in Omaha NE or Lynchburg, VA. This is a hybrid role.

As a New Business Specialist, you’ll play a key role in Pacific Life’s growth and long-term success by providing exceptional customer service, operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.

How you will make an impact:

• Solve a range of non-routine problems, analyze possible solutions, and interpret and apply precedent to determine the appropriate course of action. The person in this role will be responsible for providing operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers. The Customer Service Representative will receive only general supervision and are required to have a complete understanding and proven ability to apply related principles, concepts and practices, while still acquiring higher-level knowledge and skills.  Other duties include, but are not limited to:

• Gather information about product capabilities relative to specific customer needs

•  Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses

•  Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns

•  Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries

• Resolve most customer concerns and problems using established procedures Ability to process efficiently in multiple operational systems

The experience you will bring:

• Strong customer experience skills

• Exceptional problem solving abilities

• Ability to process efficiently in multiple operational systems

What will make you stand out:

• Strong customer skills with 1-2 years’ experience in a related customer service role.

• College degree or equivalent experience.

• Analytical skills and ability to think outside the box and meet deadlines

• Self starter, strong organizational and time management skills.

• Motivation and ability to learn new concepts quickly and adapt to a changing environment.

• Demonstrated ability to meet deadlines and anticipate and respond to requests for service.

• Ability to demonstrate basic math and problem solving skills

• Business writing and ability to communicate effectively based on audience (verbal and written).

• Ability to manage multiple priorities in a fast-paced environment.

• Demonstrate computer proficiency including basic Microsoft, Word, Excel, and Outlook with the ability to use multiple programs concurrently.

• Adept at learning new technical skills and systems​

The base pay range for this position is between $18.80 - $29.18

You can be who you are.
People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. 

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Benefits start Day 1.
Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

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

Base Pay Range:

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 ex