Operations Advisor Mgmt Specialist

Position Overview

Providing for loved ones, planning rewarding retirements, and saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. At Pacific Life, we collaborate and innovate, transforming not just our organization but the entire industry for the better. We’re actively seeking a talented Operations Advisor Management (OAM) Specialist to join our multi-life/executive benefits Life OAM team. This role is hybrid based in our Newport Beach, CA or Omaha, NE offices, and offers a career with purpose, support, balance, and the resources needed to make a positive impact on the future – including your own.

Key Responsibilities

• 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.
• Clearly explains the rationale behind procedures or requests.
• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
• Proactively monitors the status of issue resolution ensuring processing is completed correctly and communicates outcomes effectively.
• Provides consultations for financial professionals submitting first time or complex business to ensure post-issue NIGO resolution for Life.

Required Qualifications

• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
• Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures, and Operations services.
• Strong relationship management skills with a demonstrated desire to deliver a stellar service experience.
• Excellent research and analysis skills with the 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.
• 4-year degree or equivalent experience.
• Series 6 required at the time of application.

Preferred Qualifications

• Experience administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies.
• Knowledge of Life products, processes, and transactions with the confidence to speak with internal and external customers, including leadership and producer offices.
• 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.

Compensation

The salary range for this position will be determined based on the candidate's experience and qualifications, in alignment with our internal compensation structure. Most employees are eligible for additional incentive pay.

Base Pay Range: $32.75 - $40.03

Benefits & Perks

• Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account for you 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.