Pacific Life

New Business Case Manager

Virginia, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries

Requirements

Candidates should possess strong customer experience skills, exceptional problem-solving abilities, and the capacity to efficiently process information within multiple operational systems. Preferred qualifications include 2-5 years of experience in a related customer service role, a college degree or equivalent experience, analytical skills, and proficiency in Microsoft Word, Excel, and Outlook. The ability to manage multiple priorities in a fast-paced environment and learn new technical skills quickly is also required.

Responsibilities

The New Business Case Manager will provide exceptional customer service, operations support, problem resolution, and specialized administrative support to producers, policy owners, and other customers. Key duties include gathering information about product capabilities, reviewing and resolving customer inquiries and problems using established procedures, negotiating claims, initiating billing adjustments, and arranging product substitutions and returns.

Skills

Customer Service
Operations Support
Problem Resolution
Administrative Support
Product Knowledge
Billing Adjustments
System Navigation
Customer Experience
Problem Solving

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.

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