Financial Operations Associate

Job Description:

We're actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in our Omaha, Nebraska office.

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life's annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals.

This role may support either our Inforce Processing Team or Advisor Services Team
, based on business needs and candidate strengths.

Support post-issue servicing for annuity and life insurance products by:

• Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
• Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
• Maintaining accurate client records across internal systems
• Ensuring all transactions meet departmental quality, productivity, and service standards

Support producer licensing and contracting operations by:

• Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
• Ensuring documentation meets regulatory requirements, company policies, and service level agreements
• Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
• Maintaining accuracy across high-volume licensing and contract data

In this role, you will:

• Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements
• Demonstrate strong judgment in identifying issues and resolving exceptions
• Progress steadily through structured training and develop technical expertise in financial and insurance operations
• Meet productivity, quality, and service expectations in a fast-paced environment
• Adapt to shifting workflow priorities and support broader operational needs as required

• 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Critical thinking and problem-solving skills
• Excellent verbal and written communication skills
• Comfort navigating multiple systems and technology platforms simultaneously
• Ability to prioritize workload and manage deadlines effectively
• Desire to learn complex processes in a regulated environment

• Experience in financial services, insurance, banking, or other regulated industries
• Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
• Demonstrated success working in high-volume, metrics-driven environments
• Growth mindset and commitment to continuous learning

• Comprehensive onboarding and paid training
• Opportunity to build expertise in financial services and insurance operations
• Clear pathways for career growth across operations and broader business functions
• Collaborative, supportive team environment
• Stability and reputation of a Fortune 500 financial services organization

Starting hourly rate based on experience and location:

• Omaha, NE: $18.00 - $21.00 per hour, plus annual bonus

• 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 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

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.