Customer Service 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.

Apply now to be considered for one of our multiple openings! We are currently offering a $1,000.00 sign-on bonus! 

Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities.

Join our team and take part in our people-first culture! Candidates located close to one of our offices in Newport Beach, CA, Omaha NE or Lynchburg, VA will be hybrid.

Start date will be in July, 2024 for unlicensed candidates and August 2024 for current FINRA SIE and Series 6 or 7 licensed candidates.

We'll start interviews within the next few weeks - earlier applicants will have a stronger chance of being considered for this class!

Additional details about this opportunity: 

With minimal supervision, this role will own the following responsibilities on our Consumer Market's Division Affluent Market Customer Service team: 

• Respond to questions and requests from (internal/external) customers. This could be a policy owner, financial advisor, producer etc.

• Ensure customer requests are completed accurately and timely using the appropriate system/application.

• Builds strong customer relationships, establishing confidence, trust, and rapport to ensure customers have a positive experience with Pacific Life.

• FINRA SIE and series 6 license required within 5 weeks of hire date

• *Not yet licensed? Find out what you need here: www.finra.org/registration-exams-ce/qualification-exams/securities-industry-essentials-exam 

Who will love this job: 

• You enjoy talking on the phone. This role will take anywhere between 50 to 60 incoming calls, and make multiple outbound calls per day. Being comfortable on the phone and providing excellent customer service is #1.

• Problem Solving! If there’s an obstacle, you'll want to find a way to work through it.

• You are excited about helping your colleagues and our customers, keeping in mind our goal of excellent quality.

• You’re comfortable with a fast-paced environment.

• You enjoy supporting your community and getting involved – we have multiple opportunities to volunteer and support local charities and organizations!

The experience you will bring:

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

• Resourceful self-starter who is interested in researching answers to questions from available information

• Analytical skills and ability to think outside the box.

• Organizational and time management skills.

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

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

• Demonstrate basic math reasoning skills.

• 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.

• College degree or equivalent experience.

• FINRA SIE and series 6/7 required within 5 weeks of hire date.

The recruiting process:

• Applications for the the next class will be accepted through early August, 2024.

• All resumes will go through an initial review

• Selected applicants will be asked to partake in a recorded video-interview and game-based assessment via HireVue

• Final interviews will be completed in late July.

Compensation:

• Note: Job level may vary based on experience and knowledge.

• Starting hourly rate will be based on your location and experience and ranges between $25 - $31 per hour plus an annual bonus

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

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