Life Insurance Operations Advisor (Hybrid)

Pacific Life; Omaha (NE); Hybrid; USD 70,000 - 88,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Generous PTO and holidays

Parental leave and adoption assistance

401(k) with company match

Job summary

Pacific Life is seeking an Operations Advisor Management (OAM) Specialist to join our Life OAM team. Hybrid role based in Newport Beach, CA or Omaha, NE, supporting multi-life products including COLI and corporate-sponsored plans.

Responsibilities include handling complex inquiries, maintaining relationships with financial professionals, and ensuring accurate processing while meeting deadlines in a fast-paced environment.

Qualifications

• Series 6 license required at time of application.
• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
• 4-year degree or equivalent experience.
• Advanced understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services.
• Strong relationship-management skills and demonstrated ability to deliver stellar service to customers.
• Excellent research and analysis skills; demonstrated ability to resolve complex issues.
• Strong, effective and efficient verbal and written communication skills.
• Ability to work in a high-volume, fast-paced environment with tight deadlines.

Responsibilities

• Facilitate complex inquiries for Multilife business including corporate-owned (COLI) policies.
• Support assigned firms and cultivate relationships in corporate life insurance market.
• Maintain high quality and efficient handling of calls, emails, and correspondence.
• Diagnose core issues and anticipate customer needs.
• Explain rationale behind procedures or requests.
• Review escalated submissions and ensure correct processing; communicate outcomes.

Skills

Relationship management

Written and verbal communication

Research and analysis

Team collaboration

Customer service excellence

Problem solving

Education

4-year degree or equivalent experience

Series 6 license

Tools

Microsoft Office

CRM platform

AWS

Workflow management platforms

Job description

Pacific Life is seeking an Operations Advisor Management (OAM) Specialist to join our Life OAM team. Hybrid role based in Newport Beach, CA or Omaha, NE, supporting multi-life products including COLI and corporate-sponsored plans.

Responsibilities include handling complex inquiries, maintaining relationships with financial professionals, and ensuring accurate processing while meeting deadlines in a fast-paced environment.