Operations Advisor Mgmt 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 Operations Advisor Management (“OAM”) Specialist to join our multi-life/executive benefits Life OAM team.

• This role is hybrid based in our Newport Beach, CA or Omaha, NE offices.

As an OAM Specialist, you’ll move Pacific Life, and your career forward by facilitating complex inquiries primarily, but not solely, for our Multilife business, which includes corporate-owned (COLI), corporate-sponsored and individually owned life insurance policies. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the corporate life insurance market. 

How you’ll help move us forward:

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.

• Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.

• Ability to clearly explain rationale behind procedures or requests.

• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.

• Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor.

• Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life

The experience you bring:

• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.

• Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services

• Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.

• Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues

• Strong, effective and efficient verbal and written communication skills.

• Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.

• Ability to balance accuracy, speed, and customer service.

• Ability to work effectively in a team environment.

• 4-year degree or equivalent experience.

• Series 6 required at time of application.

What makes you stand out:

• Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies.

• Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.

• Experience interacting directly with financial professionals and insurance firm leadership.

• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Compensation:
The salary range for this position will be determined based on the candidate’s experience and qualifications, in alignment with our internal compensation structure.

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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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, inclu