Pacific Life Insurance
Operations Annuity New Business Services Associate
Pacific Life Insurance, Omaha, Nebraska, us, 68197
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.
We’re actively seeking a talented Operations Business Services Associate to join our Annuity New Business team in Newport Beach, CA or Omaha, NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
Responsibilities
Review queue items against contract information and department procedures to determine good order. Input transaction details correctly into processing systems and research system errors. Take all appropriate action to ensure a superior service experience.
Progress steadily through training on core functions, and be able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.
Effectively prepare before making outbound calls and follow Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
Meet department productivity and quality standards.
Rotate assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.
Experience & Qualifications
2+ years of experience in a customer service or related role.
A strong desire to deliver a superior customer service experience.
Ability to work effectively in a team environment.
Experience working successfully with a variety of customers, preferably within the financial services industry.
Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness.
Clear verbal and written communication skills.
What Makes You Stand Out
A positive attitude, growth mindset and commitment to self‑development, and an aptitude for agile learning.
Compensation
Starting hourly rate will be based on experience and location.
Omaha, NE: $18.00 – $21.00 per hour plus an annual bonus.
Newport Beach, CA: $21.00 – $24.00 per hour plus an annual bonus.
Benefits
Medical, Dental, Vision and Wellbeing Reimbursement Account accessible to employees and eligible dependents.
Generous paid time off options, including PTO, Holiday schedules, and Financial Planning Time Off.
Paid Parental Leave and Adoption Assistance Program.
Competitive 401k plan with company match and additional contribution regardless of participation.
EEO Statement 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.
Legal & Application Notes #LI-RB1 #LI-Hybrid ' ,
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Responsibilities
Review queue items against contract information and department procedures to determine good order. Input transaction details correctly into processing systems and research system errors. Take all appropriate action to ensure a superior service experience.
Progress steadily through training on core functions, and be able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.
Effectively prepare before making outbound calls and follow Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
Meet department productivity and quality standards.
Rotate assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.
Experience & Qualifications
2+ years of experience in a customer service or related role.
A strong desire to deliver a superior customer service experience.
Ability to work effectively in a team environment.
Experience working successfully with a variety of customers, preferably within the financial services industry.
Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness.
Clear verbal and written communication skills.
What Makes You Stand Out
A positive attitude, growth mindset and commitment to self‑development, and an aptitude for agile learning.
Compensation
Starting hourly rate will be based on experience and location.
Omaha, NE: $18.00 – $21.00 per hour plus an annual bonus.
Newport Beach, CA: $21.00 – $24.00 per hour plus an annual bonus.
Benefits
Medical, Dental, Vision and Wellbeing Reimbursement Account accessible to employees and eligible dependents.
Generous paid time off options, including PTO, Holiday schedules, and Financial Planning Time Off.
Paid Parental Leave and Adoption Assistance Program.
Competitive 401k plan with company match and additional contribution regardless of participation.
EEO Statement 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.
Legal & Application Notes #LI-RB1 #LI-Hybrid ' ,
#J-18808-Ljbffr