Operations Business Services Associate

21 hours ago


Omaha, Nebraska, United States Pacific Life Insurance Company Full time
Job Summary: Pacific Life Insurance Company is seeking a skilled Operations Business Services Associate to join our team in the Consumer Markets Division (CMD). As an Operations Business Services Associate, you will play a key role in providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners using knowledge of the company's annuities and life insurance products.

Key Responsibilities:
  • Process changes on existing insurance policies, including policy changes, conversions, reinstatements, and exchanges, and/or process trades, withdrawals, loans, electronic fund transfers, and registration changes on existing contracts.
  • Process policy values, such as calculating the amount of cash values, premium refund due, loan balance or loan interest refund, death benefit requests, and policy changes.
  • Communicate effectively with team members, internal customers, and management 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 impacting the Inforce Servicing team.

Requirements:
  • 2-3 years of experience in a customer service-focused role, preferably in financial services.
  • 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.

What We Offer:
  • Prioritization of your health and well-being, including 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.


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