Supervisor Annuity New Business

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 Supervisor to join our New Business team in Omaha, NE, Lynchburg VA or Newport Beach, CA

• This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

How you’ll help move us forward:

• Reviews life insurance and annuity operational transaction requests received from customers, using knowledge of department policies and procedures to determine good order.

• Directly contacts Financial Professionals or parties to policy/contract to resolve outstanding requirements, documenting outcomes.

• Oversees transactions across the lifecycle of the policy/contract, ranging from Advisor appointments, renewals, and commission support, annuity new business applications and premiums, and inforce requests such as policy/contract changes, trades, distributions, registration changes, and other comparable work items.

• Balances processing accuracy and speed with service quality.

• May provide internal department support, as assigned, in areas of peer/vendor question support, verifying internal processing accuracy, peer on-the-job- training, and participation in department projects and documentation review.    

How you will make an impact:

• Supervises the daily activities of business or technical support or production team.

• Sets priorities for the team to ensure task completion; coordinates work activities with other supervisors.

The experience you bring:

• Requires understanding and application of procedures and concepts within own family and basic knowledge of other families.

• Leadership experience preferred.

• Ability to maintain strong organizational skills in a high-volume, fast paced environment under tight deadlines.

• Skilled in problem-solving

• Strong communication skills dealing with a variety of internal and external customers, preferably in the financial services profession.

• Ability to work effectively in a team environment.

What makes you stand out:

• 5+ years of experience preferred

• 4-year degree or equivalent experience preferred

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.

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.

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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.

$76,140.00 - $93,060.00

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 Reim