Life New Business Specialized Regulatory Support Specialist

Job Description:

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. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Life New Business Specialized Regulatory Support Specialist to join our Life New Business Operational Support Team in Newport Beach, CA or Omaha, NE.

As a Life New Business Specialized Regulatory Support Specialist you’ll move Pacific Life, and your career forward by being key point of contact for daily operational support with the CMD Life New Business internal and external partners. Individuals in this role will support customer inquiries, vendor inquiries, and process regulatory functions within New Business. This individual will successfully provide issue resolution, evaluating work to ensure process and resource optimization, and work alignment with business goals and contractual expectations. You will fill an existing role that sits on a team of 11+ people in the Consumer Markets Division. Your colleagues will include fellow operational support coordinators and specialists. You will be joining a highly collaborative team focused on improving the customer experience through engaged and purposeful interactions. 

How you’ll help move us forward:

• Reviews new business applications for completeness, accuracy, and regulatory compliance, resolving any problems with application before entering application and/or contract information in system

• Has developed knowledge and skills through formal training or considerable work experience.

• Has established skills to perform a range of financial, 1035, and/or regulatory tasks.

• Handles Inbound and Outbound Calls as needed to external business partners.

• Supports basic team workflow management and facilitate morning huddles.

• The ability to process efficiently in multiple operating systems

• Supports basic training and coaching

• Supports basic questions in team chat.

The experience you bring:

• 2+ year college degree or relevant experience

• Familiarity with operational new business models

• Ability to work fairly autonomously within established procedures reaching out to supervisor and or team lead with recommendations that are solution oriented to processing issues (or case questions) that arise.

• Ability to utilize company resources effectively.

What makes you stand out:

• Excellent problem-solving abilities

• Strong customer experience skills

• Ability to understand more difficult concepts as it relates to New Business

• Ability to learn new concepts quickly and adapt to a changing environment

• Experience in Life or Annuity operations

* Level and title will be determined based on the candidate’s experience and qualifications

You can be who you are.

People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

 

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 experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$22.24 - $27.18

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with 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 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 Plannin