Pacific Life

Sr. Service Analyst I

South Carolina, United States

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

Requirements

Candidates should possess 4+ years of financial services experience and a Bachelor’s degree or 5+ equivalent years of experience with Institutional products, along with the ability to complete assignments in a high-volume, fast-paced environment under tight deadlines. Strong relationship management skills and demonstrated ability to analyze and resolve complex issues are also required, as well as experience with complex defined benefit/defined contribution participant benefit calculations.

Responsibilities

As a Sr. Service Analyst I, you will analyze complex case documentation, interpret and take appropriate action utilizing established procedures and corporate guidelines, communicate with clients reflecting industry-leading service expectations, identify BPO workflow issues and recommend resolutions to Management, research issues in a timely manner, manage case loads to ensure requests are addressed by established client response time goals, and participate in assigned projects, including process improvements, by providing subject matter expertise and thoroughly researching and documenting recommendations. You will also serve as the onsite liaison between the BPO and Pacific Life home office operations, providing oversight and support to back-office functions, including customer service, complaints processing, training, and workflow audits.

Skills

Pension transactions analysis
Business Process Outsourcing (BPO)
Customer service
Workflow audits
Relationship management
Escalated case review

Pacific Life

About Pacific Life

Key Metrics

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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