New Business Case Manager

Pacific Life Insurance; Omaha (NE); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a New Business Case Manager to provide exceptional customer service and operational support. You'll play a key role in driving growth and success by helping policy owners and producers with inquiries, problem resolution, and administrative tasks. Ideal candidates will have strong customer service skills and the ability to navigate multiple systems efficiently. Join a diverse and inclusive workforce that values your wellbeing and professional growth.

Benefits

Medical, Dental, Vision Benefits

Generous Paid Time Off

Competitive 401k Plan with Company Match

Paid Parental Leave

Financial Planning Time Off

Qualifications

• 1-2 years’ experience in a related customer service role.
• Analytical skills and ability to meet deadlines.
• Effective business writing and communication skills.

Responsibilities

• Gather information about product capabilities relative to customer needs.
• Review customer inquiries and determine appropriate solutions.
• Negotiate customer claims and arrange product substitutions.

Skills

Customer Experience

Problem Solving

Organizational Skills

Education

College Degree or Equivalent Experience

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 efficiently

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 with 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 respond to requests for service
• Basic math and problem-solving skills
• Effective business writing and communication skills (verbal and written)
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Word, Excel, Outlook, and navigation of multiple systems
• 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, generally in the following ranges:

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 our Diversity, Equity, and Inclusion initiatives 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 tailored to your needs, including physical, financial, emotional, and social wellbeing support.

• Medical, Dental, Vision, and Wellbeing Reimbursement Account
• Generous paid time off, including PTO, holidays, and Financial Planning Time Off
• Paid Parental Leave and Adoption Assistance Program
• Competitive 401k plan with company match and additional contributions

Base Pay Range:

The noted range represents the company’s good faith minimum and maximum at the time of posting. Actual offers depend on experience, qualifications, and location. Most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

We prioritize your health and wellbeing with flexible benefits to meet your needs, including Medical, Dental, Vision, Wellbeing Reimbursement, and more.

• Health and wellbeing benefits for you and eligible dependents
• Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave and Adoption Assistance
• 401k plan with company match and additional contributions

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity / Affirmative Action Employer, M/F/D/V. Qualified individuals with disabilities or veterans may request accommodations by contacting Human Resources.