Annuities Supervisor (New Business) jobs in Irvine, CA

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 New Business Specialist II to join our Multilife Executive Benefits Team in Newport Beach, CA, Omaha, NE or Lynchburg, VA.

As a New Business Specialist II, you'll play a key role in Pacific Life's growth and long-term success by providing exceptional customer service, operations support, problem resolution, and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.

• Follows up for outstanding requirements, responds to inquiries from agents, financial institutions, other home office staff and clients, and makes courtesy calls to provide status updates.

• Screens 1035 exchanges, direct rollovers and direct transfers for completeness and compliance.

• As appropriate, orders underwriting required documents and refers applications for further underwriting analysis.

• Processes documentation and premium payments to expedite policy issuance.

• Analyzes and services special application handling needs. Verifies sales producers' licensing and appointments, etc.

Complexity of Assignments:

• Has developed knowledge and skills through formal training or considerable work experience.

• Has established skills to perform a range of day-to-day activities.

How you will make an impact:

• Solve a range of non-routine problems, analyze possible solutions, and interpret and apply precedent to determine the appropriate course of action. The person in this role will be responsible for providing operations support, problem resolution, and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers. The New Business Specialist II will receive only general supervision and are required to have a complete understanding and proven ability to apply related principles, concepts, and practices, while still acquiring higher-level knowledge and skills. Other duties include, but are not limited to:

• Gather information about product capabilities relative to specific customer needs

• Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses

• Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns

• Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries

• Resolve most customer concerns and problems using established procedures

• Ability to process efficiently in multiple operational systems

The experience you will bring:

• Strong customer experience skills

• Exceptional problem-solving abilities

• Ability to process efficiently in multiple operational systems

Typical qualifications:

• Strong customer skills with 2 years experience in a related customer service role.

• College degree or equivalent experience.

• 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.

• 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 use multiple programs concurrently.

• Adept at learning new technical skills and systems

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.

You belong at Pacific Life

At Pacific Life we believe you belong. We foster a culture of belonging, a space where all employees are empowered to be authentic. We embrace and celebrate diversity, create a culture of equity and inclusion, and value and respect every employee.

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

#KB-LI1

Base Pay Range:

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.

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.