New Business Case Manager

Employment Type: Full time Location Type: Remote

Position Overview

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. 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 talented New Business Case Managers to join our team.

Responsibilities

As a New Business Case Manager, you’ll play a key role in Pacific Life’s growth and long-term success by providing exceptional customer service, operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.

• Gather information about product capabilities relative to specific customer needs.
• Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses.
• Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns.
• Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries.
• Resolve most customer concerns and problems using established procedures.
• Navigate multiple operational systems.

Requirements

• Strong customer experience skills.
• Exceptional problem-solving abilities.
• Ability to process efficiently in multiple operational systems.

What Will Make You Stand Out

• Strong customer skills with 2-5 years’ experience in a related customer service role.
• College degree or equivalent experience preferred.
• Analytical skills and ability to think outside the box and meet deadlines.
• Self-starter, strong organizational and time management skills.
• Motivation and ability to learn new concepts quickly and adapt to a changing environment.
• Demonstrated ability to meet deadlines and anticipate and respond to requests for service.
• Ability to demonstrate basic math and problem-solving skills.
• Business writing and ability to communicate effectively based on audience (verbal and written).
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrate computer proficiency including basic Microsoft Word, Excel, and Outlook with the ability to navigate multiple systems simultaneously.
• Adept at learning new technical skills and systems.

Compensation

The level of the role and associated pay range will be determined by the incumbent's work experience, skillset, and geographic location. The general pay range is:

• Level 1: $18.80 - $21.63
• Level 2: $23.31 - $26.35

Company Information

You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Benefits

Benefits start Day 1. Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs.

• Health & Wellbeing:
  • Medical, Dental, Vision
  • Wellbeing Reimbursement Account (for yourself or eligible dependents)
• Time Off:
  • Generous Paid Time Off
  • Holiday Schedules
  • Financial Planning Time Off
• Family Support:
  • Paid Parental Leave
  • Adoption Assistance Program
• Retirement:
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation.