Life Operations Advisor Specialist - Complex Inquiries

Pacific Life; Newport Beach (CA); Hybrid; USD 46,259 - 56,536; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Paid parental leave

401(k) savings plan with company match

Job summary

Pacific Life is seeking an Operations Advisor Management Specialist/Analyst for a hybrid role based in Newport Beach, CA or Omaha, NE. This position involves facilitating complex inquiries, maintaining relationships with insurance firms, and ensuring quality and efficiency in communication.

Applicants should have a Series 6 license, 2+ years of experience in CMD Operations, and strong skills in communication and analysis. The company offers generous benefits including medical, dental, and a 401(k) savings plan.

Qualifications

• 2+ years CMD Operations experience, ideally focused on communication and service support.
• Strong relationship-management skills and a desire to deliver stellar service.
• Ability to complete assignments in a high-volume, fast-paced environment.

Responsibilities

• Facilitate complex inquiries for the Multilife business.
• Maintain high-trust relationships with assigned insurance firms.
• Analyze escalated case submissions thoroughly.

Skills

Customer relationship management

Research and analysis

Communication skills

Teamwork

Education

4-year degree or equivalent experience

Series 6 license

Tools

Microsoft Office

Customer Relationship Management platform

AWS

Workflow management platforms

Job description

Pacific Life is seeking an Operations Advisor Management Specialist/Analyst for a hybrid role based in Newport Beach, CA or Omaha, NE. This position involves facilitating complex inquiries, maintaining relationships with insurance firms, and ensuring quality and efficiency in communication.

Applicants should have a Series 6 license, 2+ years of experience in CMD Operations, and strong skills in communication and analysis. The company offers generous benefits including medical, dental, and a 401(k) savings plan.