Pacific Life

Sr. Client Solutions Specialist

Remote

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

Candidates should possess a college degree or equivalent experience, with 3-5 years in the worksite or voluntary benefits industry. A strong understanding of technology ecosystems within the FinTech industry is required, along with effective written and oral communication skills, strong attention to detail, and demonstrated time management and organizational abilities. Intermediate MS Office skills are necessary, and experience with API technology and Benefits Administration systems is a plus.

Responsibilities

The Sr. Client Solutions Specialist will provide a first-class onboarding and enrollment experience to employers in the Workforce Benefits division. This includes maintaining relationships with technology vendor partners, serving as a subject matter expert on enrollment flows, and diagnosing and resolving case-level technology issues. The specialist will also escalate common issues, communicate break-fixes and enhancements to customers, collaborate with internal stakeholders to resolve data challenges, and respond to inquiries regarding case-level support. Responsibilities also include understanding case setup, consulting with brokers, supporting case-level file exchanges, monitoring error reporting, and helping to grow internal partners' knowledge of technology solutions. Additionally, the role requires understanding the regulatory and compliance landscape related to enrollment and group benefits, adhering to departmental controls, and demonstrating a customer-centric mindset with a problem-solving skillset.

Skills

Client Solutions
Onboarding
Enrollment
Technology Issues
Data Exchange
Customer Experience
Relationship Management
Communication

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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