Operations Advisor Management Specialist

How you’ll help move us forward:

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.

• Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.

• Ability to clearly explain rationale behind procedures or requests.

• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.

• Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor.

• Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life

The experience you bring:

• FINRA SIE and Series 6 or 7 registrations required at time of application.

• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.

• 4-year degree or equivalent experience.

• Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services

• Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.

• Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues

• Strong, effective and efficient verbal and written communication skills.

• Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.

• Ability to balance accuracy, speed, and customer service.

• Ability to work effectively in a team environment.

What makes you stand out:

• Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.

• Experience interacting directly with financial professionals and insurance firm leadership.

• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Position Level & Compensation 

This role may be filled at either the Specialist or Analyst level based on qualifications and experience. 

Compensation by Level: 

• Operations Advisor Management Specialist: Omaha: $29.00 - $35.00/Charlotte: $30.00 - $37.00/Newport: $33.00 - $41.00

• Operations Advisor Management Analyst: Omaha: $31.00 - $38.00/Charlotte: $33.00 - $41.00/Newport Beach: $36.00 - $45.00

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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. Also, most employees are eligible for additional incentive pay.

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.