Financial Operations Associate

Pacific Life; Charlotte (NC); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid time off

Parental leave

401k with company match

Job summary

Pacific Life is seeking Financial Operations Associates to support the Consumer Markets Division in Omaha, NE or Charlotte, NC. The role involves reviewing, analyzing, and processing financial and policy-related transactions to ensure accurate, timely servicing for policyholders and advisors.

Positions may support either the Inforce Processing Team or Advisor Services Team, offering onboarding, training, and opportunities to grow within a Fortune 500 insurance company.

Qualifications

• 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Critical thinking and problem-solving skills
• Excellent verbal and written communication skills
• Comfort navigating multiple systems and technology platforms simultaneously
• Ability to prioritize workload and manage deadlines effectively
• Desire to learn complex processes in a regulated environment

Responsibilities

• Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
• Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
• Maintaining accurate client records across internal systems
• Ensuring all transactions meet departmental quality, productivity, and service standards
• Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
• Ensuring documentation meets regulatory requirements, company policies, and service level agreements
• Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
• Maintaining accuracy across high-volume licensing and contract data
• Accurately review and process high-volume transactions in accordance with procedures and regulatory requirements
• Demonstrate strong judgment in identifying issues and resolving exceptions
• Progress steadily through structured training and develop technical expertise in financial and insurance operations
• Meet productivity, quality, and service expectations in a fast-paced environment
• Adapt to shifting workflow priorities and support broader operational needs as required

Skills

Attention to detail

Problem solving

Critical thinking

Effective communication

Multi-system navigation

Time management

Learning mindset

Job description

Job Description:

We'reactively seeking several talentedFinancial Operations Associatesto join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE or Charlotte, NC.

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life'sannuityandlife insurance businessby reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensureaccurateandtimelyservicing forpolicyholders, contract owners, and financial professionals.

This role may support either ourInforceProcessing TeamorAdvisor Services Team, based on businessneedsand candidate strengths.

HowYou'llMake an Impact

InforceProcessing Team:

• Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates

• Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements

• Maintaining accurate client records across internal systems

• Ensuring all transactions meet departmental quality, productivity, and service standards

Advisor Services Team:

• Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation

• Ensuring documentation meets regulatory requirements, company policies, and service level agreements

• Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals

• Maintaining accuracy across high-volume licensing and contract data

What Success Looks Like

In this role, you will:

• Accurately review and process high-volume transactionsin accordance with departmental procedures and regulatory requirements

• Demonstrate strong judgment in identifyingissues and resolving exceptions

• Progress steadily through structured training and develop technicalexpertise in financial and insurance operations

• Meet productivity, quality, and service expectations in a fast-paced environment

• Adapt to shifting workflow priorities and support broader operational needs asrequired

What You Bring

• 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment

• Strong attention to detail and commitment to accuracy

• Critical thinking and problem-solving skills

• Excellent verbal and written communication skills

• Comfort navigating multiple systems and technology platforms simultaneously

• Ability to prioritize workload and manage deadlines effectively

• Desire to learn complex processes in a regulated environment

What Will Make You Stand Out

• Experience in financial services, insurance, banking, or other regulated industries

• Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support

• Demonstrated success working in high-volume, metrics-driven environments

• Growth mindset and commitment to continuous learning

Why Join Pacific Life

• Comprehensive onboarding and paid training

• Opportunity to build expertise in financial services and insurance operations

• Clear pathways for career growth across operations and broader business functions

• Collaborative, supportive team environment

• Stability and reputation of a Fortune 500 financial services organization

Compensationby level

Starting hourly rate based on experience and location. This role may be filled at the Associate or Specialist level.

• Omaha, NE: Associate: $20 - $22 per hour, plus annual bonus/Specialist: $23 - $26, plus annual bonus

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.