Operations Advisor Management Specialist​/Analyst

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 is a big ask, but it is one that we have the power to deliver by working together. We collaborate and innovate, pushing one another to transform not just Pacific Life, but the entire industry for the better.

Because it is the right thing to do, Pacific Life is more than a job; it is a career with purpose, with support, balance and resources to make a positive impact on the future – including your own.

We are actively seeking an Operations Advisor Management ("OAM") Specialist to join our multi‑life/executive benefits Life OAM team.

Location:

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

As an OAM Specialist, you will move Pacific Life and your career forward by facilitating complex inquiries, primarily for our Multilife business, including 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.

• Consistently meets standards for quality and efficiency of call, e‑mail and correspondence handling for assigned financial professionals and firms.
• Uses diagnostic skills to clearly identify customers’ core issues and anticipate needs.
• Explains the 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 the requestor.
• Provides consultations for financial professionals submitting first‑time or complex business to ensure post‑issue NIGO resolution.

• Series 6 license required at the time of application.
• 2 + years of CMD Operations experience, ideally focused on communication and service support with customers.
• 4‑year degree or equivalent experience.
• Advanced 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.

• Experience administering corporate‑owned (COLI) and corporate‑sponsored life insurance plans and policies.
• Knowledge of life products, processes and transactions, and ability to confidently speak with internal and external customers, including 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, a Customer Relationship Management platform, AWS and workflow‑management platforms.

The salary grade for this position will be determined based on the candidate’s experience and qualifications and will fall within either the 110H or 111H grade level as an Analyst.

Base pay range: $33.58 – $41.04 per hour, with eligibility for additional incentive pay. Actual compensation will depend on several factors, including experience, qualifications and geographic location.

• Prioritization of health and well‑being, including medical, dental,…