Operations Advisor Management Specialist

Pacific Asset Management, LLC; Newport Beach (CA); Hybrid; USD 75,000 - 94,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

Paid time off & holidays

Parental leave & adoption assistance

401k with company match

Job summary

Pacific Life Insurance Company is seeking an OAM Specialist or Analyst to support the Inforce Life business. The role blends complex inquiry handling with proactive relationship management and operational excellence.

You will work in a collaborative, fast-paced environment, balancing accuracy, speed, and customer service in a hybrid Newport Beach or Omaha setting. The position requires FINRA SIE and Series 6 or 7, at least 2 years in CMD Operations, and a 4-year degree or equivalent experience.

Qualifications

• FINRA SIE certification required
• Series 6 or 7 registrations required at time of application
• 2+ years CMD Operations experience
• 4-year degree or equivalent experience
• Strong relationship management and communication skills

Responsibilities

• Handle call/email/communication for financial professionals and firms with high quality and efficiency.
• Diagnose issues clearly and anticipate customer needs.
• Explain rationale behind procedures or requests clearly.
• Review escalated case submissions and use resources to resolve them.
• Monitor issue resolution status and ensure proper processing.
• Communicate outcomes to requestors effectively.
• Provide consultations for first-time/complex business to ensure post-issue resolution within Life operations

Skills

FINRA SIE

Series 6/7

CMD Operations

Relationship management

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

CRM platform

AWS

Workflow management platforms

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. We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist or Analyst to join our Life OAM team.

This role is hybrid based in our Newport Beach, CA or Omaha, NE office. As an OAM Specialist/Analyst, you’ll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market. FINRA SIE and Series 6 or 7 registrations are required for this role.

How you’ll help move us forward:

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
• Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.
• Ability to clearly explain rationale behind procedures or requests.
• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
• Proactively monitors status of issue resolution and ensures processing is completed correctly.
• Communicates outcome effectively to requestor.
• Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life

The experience you bring:

• FINRA SIE and Series 6 or 7 registrations 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 level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services
• Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
• Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues
• Strong, effective and efficient verbal and written communication skills.
• Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.
• Ability to balance accuracy, speed, and customer service.
• Ability to work effectively in a team environment.

What makes you stand out:

• Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.
• Experience interacting directly with financial professionals and insurance firm leadership.
• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Position Level & Compensation

This role may be filled at either the Specialist or Analyst level based on qualifications and experience.

Compensation by Level: Operations Advisor Management Specialist: Omaha: $29.00 - $35.00/Charlotte: $30.00 - $37.00/Newport: $33.00 - $41.00 Operations Advisor Management Analyst: Omaha: $31.00 - $38.00/Charlotte: $33.00 - $41.00/Newport Beach: $36.00 - $45.00

#LI-RB1 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

• 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

You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life?

Visit Instagram.com/lifeatpacificlife

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.

Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more. Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.