New Business Case Manager

Pacific Life; Newport Beach (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

Join Pacific Life as a New Business Case Manager, where you'll enhance customer experiences and support operations in a dynamic environment. This remote role emphasizes collaboration and problem-solving, with strong emphasis on customer service. Bring your organizational, analytical, and communication skills to a company that prioritizes employee well-being and development.

Benefits

Medical, Dental, and Vision coverage

Paid Time Off

Paid Parental Leave

Competitive 401k savings plan with company match

Qualifications

• 1-2 years’ experience in a customer service role.
• Ability to demonstrate basic math and problem solving skills.
• Ability to process efficiently in multiple operational systems.

Responsibilities

• Provide exceptional customer service and operational support.
• Negotiate claims and initiate billing adjustments.
• Research and resolve customer inquiries and problems.

Skills

Customer experience skills

Problem solving abilities

Organizational skills

Time management skills

Communication skills

Analytical skills

Education

College degree or equivalent experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. Join our team and take part in our people-first culture!

This is a remote position.

As a New Business Case Manager, you'll play a key role in Pacific Life's growth and long-term success by providing exceptional customer service, operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.

How you will make an impact:

• Gather information about product capabilities relative to specific customer needs

• Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses

• Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns

• Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries

• Resolve most customer concerns and problems using established procedures,.

• Navigate multiple operational systems Ability to process efficiently in multiple operational systems

The experience you will bring:

• Strong customer experience skills

• Exceptional problem solving abilities

• Ability to process efficiently in multiple operational systems

What will make you stand out:

• Strong customer skills with 1-2 years' experience in a related customer service role.

• College degree or equivalent experience preferred

• Analytical skills and ability to think outside the box and meet deadlines

• Self starter, strong organizational and time management skills.

• Motivation and ability to learn new concepts quickly and adapt to a changing environment.

• Demonstrated ability to meet deadlines and anticipate and respond to requests for service.

• Ability to demonstrate basic math and problem solving skills

• Business writing and ability to communicate effectively based on audience (verbal and written).

• Ability to manage multiple priorities in a fast-paced environment.

• Demonstrate computer proficiency including basic Microsoft, Word, Excel, and Outlook with the ability to navigate multiple systems simultaneously.

• Adept at learning new technical skills and systems

The level of the role and associated pay range will be determined by the incumbents work experience, skillset and geographic location and are generally in the following pay range:

Level 1: $18.80 - $21.63

Level 2: $ 23.31 - $26.35

You can be who you are.
People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-KB1

Benefits start Day 1.
Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.