Operations Project Analyst

Pacific Life Insurance Company; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Pacific Life Insurance Company is seeking a talented project analyst to join our Operations Project Team in Newport Beach, CA or Omaha, NE. The role is hybrid, empowering you to work both in the office and remotely as needed.

You will independently lead foundational Operations projects across Annuity and Life lines, coordinating with IT, Compliance, and Ops SMEs to define scope, requirements, risks, and deployment plans while ensuring minimal disruption to daily workflow.

Qualifications

• Experience leading projects in a corporate environment.
• Ability to coordinate across IT, Compliance, and Ops teams.
• Strong communication and documentation skills.

Responsibilities

• Initiate project and define scope, timeline, and budget.
• Lead planning sessions with stakeholders and sponsors.
• Develop business requirements with Ops and SMEs.
• Manage risks, issues, and dependencies affecting scope and schedule.
• Coordinate change, training, and SOP/documentation updates.
• Close projects and capture lessons learned.

Skills

Project management

Stakeholder management

Planning sessions

Risk management

Requirements gathering

Tools

Project management tools

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 project analyst to join our Operations Project Team in Newport Beach, CA or Omaha, NE.

This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a project analyst you'll move Pacific Life, and your career, forward by independently leading foundational level Operations projects, as assigned, across both Annuity and Life lines of busines

How you'll help move us forward:

Project Initiation and Implementation :

• Initiate project within Project Management tools; facilitate kick-off meetings with all identified stakeholders and Sponsors to clearly define project roles, scope and objectives, timeline, cost, and project plan.
• Independently lead and facilitate productive planning sessions/meetings as needed to achieve the above; Create, maintain, and monitor project plan and roadmap as applicable.
• Independently lead and facilitate productive sessions with external stakeholders like Technology, Compliance, etc. to clarify queries or remove impediments impacting the project.
• Develop approaches and solutions, using a collaborative team approach with key stakeholders; develop needs assessments and cost-benefit analysis in support of proposed solutions.
• Coordinate implementation plans to minimize impact to department workflow and to ensure deliverable can be well-sustained by impacted teams after rollout.
• Partner effectively with manager and team to gain and apply feedback, insight and direction on project approaches and challenges.
• Identify, manage, and track project and operational risks, issues, and dependencies impacting project scope and schedule.
• Work closely with Operations teams and SMEs to develop thorough business requirements.
• Partner with Ops and external business partners to determine how change(s) will fit into existing business processes, whether existing processes require modification, or if new processes need to be stood up.

Communication :

• Independently lead and facilitate productive planning sessions/meetings with all internal and external business teams and SME's as needed to achieve the above.
• Independently facilitate effective meetings with Sponsor and stakeholders, driving successful decisions and outcomes.
• Present clear and concise progress/status updates in project reviews and proactively to various leadership levels within the organization as needed.
• Communicate key changes in scope, schedule, and/or cost, as well as project and operational risks, in a timely manner to the sponsor, Project Team, and leadership team.
• Utilize Operations experience to ask appropriate questions, ensuring business requirements and newly proposed process are thorough and complete.
• Develop clear and concise announcements to Ops teams for project deployments/updates.

Documentation :

• Ensure agenda and minutes are clear and concise for all meetings and shared promptly with attendees.
• Update project management tool with all relevant project artifacts and details; include all relevant details, and ensure documentation is easy to comprehend, and identifies and addresses impact to all Operations teams.
• Create technology demands as needed for the project, following key guidelines for submission.
• Partner with Training and Documentation to coordinate updates to documentation, SOPs, and Job Aids, ensuring project objectives, impacts and action to be taken are appropriately reflected.

Closure :

• Obtain customer acceptance and feedback after project closure.
• Resolve post-implementation questions in a timely and thorough manner.
• Document and share lessons learned and best practices with Manager and team.
• Finalize all the project activities and closes/archives the project in Project Management tools.
• Partner closely with IT to scope, prioritize, and deliver remaining inforce/residual (\"Day 2\") scope after initial project launch.
• Drive a positive service experience with internal and external business partners; Receive positive feedback from project stakeholders and leaders regarding responsiveness, follow through, communication, and ability to successfully implement project with minimal disruption to impacted team.

Self-Development :

• Meet target deadlines for Performance and SMART goal check-ins and evaluations.
• Collaborate with Manager, peers and business partners to seek feedback and identify opportunities to further develop core s