Financial Operations Associate

Job Description

We’reactively seeking several talented

We’reactively seeking several talented
Financial Operations Associates
to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE.

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’sannuityandlife 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 ensureaccurateandtimelyservicing for policyholders, contract owners, and financial professionals.

This role may support either our
Inforce Processing Teamor
Advisor Services Team
, based on businessneedsand 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
• Identifyingincomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
• Maintainingaccurateclient 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 inidentifyingissues and resolving exceptions
• Progress steadily through structured training and develop technicalexpertisein 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 buildexpertisein 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. This role may be filled at the Associate or Specialist level.

• Omaha, NE:
  Associate:…