Senior New Business Specialist I

Employment Type: Full-time Location Type: Remote Base Pay Range: $26.91 - $32.89

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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.

Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. Join our team and take part in our people-first culture!

As a Senior New Business Specialist I, you’ll play a key role in Pacific Life’s growth and long-term success by processing financial transactions, problem resolution, and communicating with and/or creating correspondence for producers, field offices, and external interested parties.

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Responsibilities

• Review, evaluate, and process case work as assigned according to department procedures.
• Update workflow and administrative systems and document files as appropriate.
• Communicate with and/or create correspondence for producers, field offices, and external interested parties.
• Ensure financial transactions are completed based on all regulatory requirements.
• Support workflow management by working the various functions as assigned and proactively continuing to build upon processing knowledge and skills.
• Adapt quickly to changing responsibilities and maintain effective knowledge of other tasks previously assigned.
• Leverage training opportunities to develop new skills toward more complex processing.

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Requirements

• Strong customer experience skills.
• Exceptional problem-solving abilities.
• Ability to process efficiently in multiple operational systems.
• Strong customer skills with 1-2 years’ experience in a related customer service role.
• 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.
• Demonstrated ability to work in a team environment.

Preferred Qualifications

• College degree or equivalent experience preferred.

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Company Information

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.

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Benefits

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

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

Note: Most employees are eligible for additional incentive pay. The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications, and geographic location.