Insurance 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

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.