Operations Advisor Management 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.

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 or Analyst to join our Life OAM team.

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

As an OAM Specialist/Analyst, you’ll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market.

• 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

• FINRA SIE and Series 6 or 7 registrations required at time of application.
• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
• 4-year degree or equivalent experience.
• 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.

• 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.

This role may be filled at either the Specialist or Analyst level based on qualifications and experience.

• Operations Advisor Management Specialist:
  Omaha: $29.00 - $35.00/Charlotte: $30.00 - $37.00/Newport: $33.00 - $41.00
• Operations Advisor Management Analyst:
  Omaha: $31.00 - $38.00/Charlotte: $33.00…