Insurance Operations Associate — Financial Transactions

Pacific Life; Omaha (NE); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Onboarding & training

Career growth

Collaborative team

Fortune 500 company

Wellbeing program

Job summary

Pacific Life's Consumer Markets Division (CMD) in Omaha, NE or Charlotte, NC, is seeking several Financial Operations Associates to support annuity and life insurance operations. You will review and process financial and policy transactions, collaborate with clients and professionals, and help ensure accuracy in a regulated environment.

Ideal candidates bring 0–2+ years in operations or financial services, strong attention to detail, and the ability to navigate multiple systems while maintaining

Qualifications

• 0–2+ years of experience in operations, financial services, insurance, or related fields.
• 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.
• Ability to prioritize workload and meet deadlines.
• 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 registrations.
• Identifying incomplete, inaccurate, or non-compliant requests and working with clients to resolve requirements.
• Maintaining accurate client records across internal systems.
• Ensuring all transactions meet departmental quality, productivity, and service standards.
• Communicating with producers, regulatory agencies, and internal teams to obtain required documentation and approvals.

Skills

Attention to detail

Critical thinking

Communication

Multisystem navigation

Time management

Job description

Pacific Life's Consumer Markets Division (CMD) in Omaha, NE or Charlotte, NC, is seeking several Financial Operations Associates to support annuity and life insurance operations. You will review and process financial and policy transactions, collaborate with clients and professionals, and help ensure accuracy in a regulated environment.

Ideal candidates bring 0–2+ years in operations or financial services, strong attention to detail, and the ability to navigate multiple systems while maintaining