Financial Operations Associate: Insurance Policy Servicing

Pacific Life; Omaha (NE); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Onboarding and paid training

401k plan with company match

Paid time off and holidays

Parental leave and adoption assistance

Wellbeing and financial planning

Job summary

Pacific Life in Omaha, NE is seeking Financial Operations Associates to support the Consumer Markets Division. You will review, analyze, and process financial and policy transactions for annuity and life insurance products in a regulated setting, pairing operational processing with problem solving and client support.

You may join either the Inforce Processing Team or Advisor Services Team, handling policy changes, licensing, and producer contracting while ensuring regulatory compliance and data

Qualifications

• 0–2+ years of experience in operations, financial services, insurance, 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.

Responsibilities

• Review and process high-volume policy and contract changes, including annuity and life products.
• Identify incomplete or non-compliant requests and coordinate with clients to obtain requirements.
• Maintain accurate client records across internal systems.
• Ensure transactions meet departmental quality, productivity, and service standards.
• Review licensing, contracts, and approvals for producer operations.
• Communicate with producers, regulatory agencies, and field offices to obtain required documents.
• Maintain accuracy across high-volume licensing and contract data.

Skills

Operations experience

Financial services

Attention to detail

Communication skills

Regulatory awareness

Job description

Pacific Life in Omaha, NE is seeking Financial Operations Associates to support the Consumer Markets Division. You will review, analyze, and process financial and policy transactions for annuity and life insurance products in a regulated setting, pairing operational processing with problem solving and client support.

You may join either the Inforce Processing Team or Advisor Services Team, handling policy changes, licensing, and producer contracting while ensuring regulatory compliance and data