Senior New Business Representative I

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Case Manager to join our New Business Team in Newport Beach, CA; Omaha NE or Lynchburg, VA. This role can be on-site or hybrid.

As a Case Manager, you'll play a key role in Pacific Life's growth and long-term success by Work with Customers to place their business and contribute to our Sales Goals. You will fill an existing role that sits on a team of 6 people in the Consumer Markets Division. Your colleagues will include other Case Managers, Underwriters and Wholesalers.

How you will make an impact:

• Manage all aspects of the new business process, identifying cases that need special handling. Manage workload with emphasis on time management and quality standards.

• Proactively follow up and provide communication to support to customers which may include Financial Professional, Agents, Producers, internal wholesalers , and their respective staff.

• Ensure smooth and timely end to End Process , meeting expected service levels.

• Understanding, knowledge and expertise in new business process, terminology, and technology to support and enhance daily New Business operations.

• Accountable for managing the New Business Process \Explore opportunities to add value to customer experience.

• Ensure delivery requirements and payments for issued contracts are received in a timely manner.

• Build relationships and rapport with Financial Professional, Agents, Brokers, Internal wholesalers, and their respective staff by being their advocate, anticipating their needs and being their consistent point of contact during the New Business processes.

• Serve as a point of contact to Underwriting, Financial Professional, General Agency and their respective staff. Proactively resolve any issues and inquiries.

• When encountering new or complex situations, promptly escalate to Mentor or Leader for resolution assistance and provide input to possible solution.

• Provide continuous scheduled telephone coverage.

• Proactively seeks out personal development opportunities and feedback on performance to identify growth areas.

• Able to support multiple channels and lines of business as required.

The experience you will bring:

• Minimum 3 years of New Business Case Management experience with knowledge of the life insurance process preferred.

• Working knowledge of desktop applications such as Outlook, Word and Excel. Knowledge of Salesforce a plus.

• Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity.

• Excellent verbal and written communication skills; clear and effective.

• Excellent interpersonal and relationship building skills to interact with internal and external clients.

• Discretion while handling confidential matters (e.g., medical records).

• Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables.

• Proven customer service and Case management experience, with the ability to communicate effectively and professionally with all levels of management.

• Proven ability to be a team player with strong interpersonal skills.

• Adaptable and able to deal with ongoing change management.

More reasons to join:

At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.

If you're seeking a thriving career doing the type of meaningful work that's all too rare at a Fortune 500 Company, Pacific Life is the place for you. If you are a self-starter who appreciates creativity and individuality in your colleagues - even better. We look forward to receiving your application.

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

Base Pay Range:

The base pay range noted provides a basis to determine the appropriate offer dependent upon several factors including but not limited to geographic location, experience, skills, education and pay equity. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

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 Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

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.