Operations Advisor Management Specialist/Analyst

Pacific Life; Omaha (NE); Hybrid; USD 70,000 - 88,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Generous PTO and holidays

Parental leave and adoption assistance

401(k) with company match

Job summary

Pacific Life is seeking an Operations Advisor Management (OAM) Specialist to join our Life OAM team. Hybrid role based in Newport Beach, CA or Omaha, NE, supporting multi-life products including COLI and corporate-sponsored plans.

Responsibilities include handling complex inquiries, maintaining relationships with financial professionals, and ensuring accurate processing while meeting deadlines in a fast-paced environment.

Qualifications

• Series 6 license 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 understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services.
• Strong relationship-management skills and demonstrated ability to deliver stellar service to customers.
• Excellent research and analysis skills; demonstrated ability to resolve complex issues.
• Strong, effective and efficient verbal and written communication skills.
• Ability to work in a high-volume, fast-paced environment with tight deadlines.

Responsibilities

• Facilitate complex inquiries for Multilife business including corporate-owned (COLI) policies.
• Support assigned firms and cultivate relationships in corporate life insurance market.
• Maintain high quality and efficient handling of calls, emails, and correspondence.
• Diagnose core issues and anticipate customer needs.
• Explain rationale behind procedures or requests.
• Review escalated submissions and ensure correct processing; communicate outcomes.

Skills

Relationship management

Written and verbal communication

Research and analysis

Team collaboration

Customer service excellence

Problem solving

Education

4-year degree or equivalent experience

Series 6 license

Tools

Microsoft Office

CRM platform

AWS

Workflow management platforms

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 is a big ask, but it is one that we have the power to deliver by working together. We collaborate and innovate, pushing one another to transform not just Pacific Life, but the entire industry for the better. Because it is the right thing to do, Pacific Life is more than a job; it is a career with purpose, with support, balance and resources to make a positive impact on the future – including your own.

We are actively seeking an Operations Advisor Management ("OAM") Specialist to join our multi‑life/executive benefits Life OAM team.

Location: This role is hybrid based in our Newport Beach, CA or Omaha, NE office.

Responsibilities

As an OAM Specialist, you will move Pacific Life and your career forward by facilitating complex inquiries, primarily for our Multilife business, including corporate‑owned (COLI), corporate‑sponsored and individually owned life insurance policies. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the corporate life insurance market.

• Consistently meets standards for quality and efficiency of call, e‑mail and correspondence handling for assigned financial professionals and firms.
• Uses diagnostic skills to clearly identify customers’ core issues and anticipate needs.
• Explains the 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 the requestor.
• Provides consultations for financial professionals submitting first‑time or complex business to ensure post‑issue NIGO resolution.

Qualifications

• Series 6 license required at the time of application.
• 2 + years of CMD Operations experience, ideally focused on communication and service support with customers.
• 4‑year degree or equivalent experience.
• Advanced 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.

Preferred Qualifications

• Experience administering corporate‑owned (COLI) and corporate‑sponsored life insurance plans and policies.
• Knowledge of life products, processes and transactions, and ability to confidently speak with internal and external customers, including 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, a Customer Relationship Management platform, AWS and workflow‑management platforms.

Compensation

The salary grade for this position will be determined based on the candidate’s experience and qualifications and will fall within either the 110H or 111H grade level as an Analyst.

Base pay range: $33.58 – $41.04 per hour, with eligibility for additional incentive pay. Actual compensation will depend on several factors, including experience, qualifications and geographic location.

Benefits

• Prioritization of health and well‑being, including medical, dental, vision and a wellbeing reimbursement account usable for yourself or eligible dependents.
• Generous paid time off options, including PTO, holiday schedules and financial‑planning time off.
• Paid parental leave and an adoption assistance program.
• Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

Diversity and Inclusion

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.

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.