Operations Business Services Associate
Pacific Life is dedicated to providing financial security and planning for its policyholders. The Operations Business Services Associate role involves providing problem resolution, operations, and administrative support to producers and policyholders, focusing on life insurance and annuity products.
Responsibilities
- Process changes on existing insurance policies, including policy changes, conversions, reinstatements and exchanges and/or processes trades, withdrawals, loans, electronic fund transfers, and registration change on existing contracts
- Process and ensure producer applications, licensing requirements, and continuing education are in good order
- Communicate effectively with team members, internal stakeholders, and customers for the purpose of coordinating case work and resolving issues related to processing
- Participate in quality review of work for processes that have been mastered
- Participate and contribute to team meetings or special tasks and assignments
Skills
- 0-2+ years of experience in a customer service and/or operations focused role
- Effective critical thinking and problem-solving skills
- Strong verbal and written communication skills
- Commitment to driving an industry-leading customer service experience
- Comfort navigating across multiple technology platforms
- Ability to work effectively within a fast-paced team environment
- A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning
- Experience within the financial services industry
Benefits
- 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
Company Overview
Company H1B Sponsorship