Life Operations Advisor – OAM Specialist

Pacific Life; Omaha (NE); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Paid parental leave

401k with company match

Job summary

Pacific Life is seeking an Operations Advisor Management Specialist/Analyst to support the Inforce Life business. The role is hybrid in Omaha, NE or Newport Beach, CA, focusing on complex inquiries, relationship cultivation with financial professionals, and ensuring high-quality service.

You will handle escalations and use diagnostic skills to resolve issues promptly. Requirements include FINRA SIE and Series 6/7, 2+ years of CMD Operations experience, a 4-year degree, and strong communication

Qualifications

• FINRA SIE and Series 6 or 7 registrations required at time of application.
• 2+ years CMD Operations experience, focused on communication and service with customers.
• 4-year degree or equivalent experience.
• Advanced understanding of CMD annuity and/or life products, workflows, and Operations services.
• Strong relationship management skills and ability to deliver stellar service.
• Excellent research and analysis skills; ability to resolve complex issues.
• Strong verbal and written communication skills.
• Ability to work in high-volume, fast-paced environment with tight deadlines.
• Ability to balance accuracy, speed, and customer service.

Responsibilities

• Consistently meets standards for quality and efficiency of call/email handling for assigned financial professionals and firms.
• Uses diagnostic skills to identify customers' core issues and anticipate needs.
• Clearly explain rationale behind procedures or requests.
• Analyzes escalated case submissions by reviewing resources.
• Monitors status of issue resolution and communicates outcomes to requestor.
• Provides consultations for submitting first-time/complex business to ensure post-issue NIGO resolution Life.

Skills

Operations experience

Customer service

Relationship management

Verbal & written communication

MS Office

CRM

AWS

Workflow platforms

Education

Bachelors degree

Tools

Microsoft Office

CRM platform

AWS

Workflow management

Job description

Pacific Life is seeking an Operations Advisor Management Specialist/Analyst to support the Inforce Life business. The role is hybrid in Omaha, NE or Newport Beach, CA, focusing on complex inquiries, relationship cultivation with financial professionals, and ensuring high-quality service.

You will handle escalations and use diagnostic skills to resolve issues promptly. Requirements include FINRA SIE and Series 6/7, 2+ years of CMD Operations experience, a 4-year degree, and strong communication