Pension Service Analyst I

Pacific Life Insurance; Omaha (NE); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Pacific Life Insurance is seeking multiple Pension Service Analysts for its Institutional Operations team in Omaha or Newport Beach. This hybrid role focuses on delivering excellent service through analyzing complex pension transactions and supporting client relationships. Ideal candidates will have experience in financial services, strong analytical skills, and a commitment to enhancing customer experiences.

Benefits

Medical, Dental, and Vision insurance

Generous paid time off

401k savings plan with company match

Paid Parental Leave

Adoption Assistance Program

Qualifications

• 2+ years of financial services experience.
• Ability to analyze complex issues.
• Strong relationship management skills.

Responsibilities

• Analyze complex case documentation and client transactions.
• Support business relationships with Plan administrators.
• Identify workflow issues and recommend timely resolutions.

Skills

Analytical skills

Communication skills

Relationship management

Education

BS/BA degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

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 multiple talented Pension Service Analysts to join our Institutional Operations team in Omaha NE or Newport Beach, CA.

• This role is hybrid and requires a minimum of four days in office. We believe in empowering our employees to get work done both in and out of the office.

As a Pension Service Analyst you'll move Pacific Life and your career forward by analyzing complex Institutional (defined benefit and/or defined contribution) transactions (pre/post issue), supporting business relationships with Plan administrators and consultants, and providing liaison support for a Third-Party Administrator and divisional business partners on escalated case review across these business lines. While joining the Pension Operations Team, you’ll help support an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts, demonstrating the ease of doing business with Pacific Life.

If you’re experienced in pension operations and relationship management, you’re a great fit for this role. Technical capabilities aside, if you’re a mission-driven self-starter who’s comfortable with ambiguity, and who thrives in a fast-paced, collaborative culture, you’re a perfect fit for Pacific Life.

Here, we believe you should be given the time, space, and trust to do your best work – your way. As part of our transition toward a more digitally oriented, inclusive and employee-focused company, we’re opening this role to candidates near Omaha, NE; or Newport Beach, CA.

How you’ll help move us forward:

• Analyze complex case documentation, interpret and take appropriate action utilizing established procedures, corporate and compliance guidelines.

• Communicate with clients that reflects industry-leading service expectations, both demonstrating technical expertise and reinforcing the business relationship.

• Identifies TPA workflow issues, service irregularities and recommends resolutions to Management. Recommendations are timely, well-researched, and well-presented with all relevant details.

• Researches issues in a timely manner, and case load is managed to maximize availability and ensure requests can be addressed by established client response time goals.

• Makes decisions that positively impact the customer experience and team-environment to ensure successful completion of service goals.

• Participates in assigned projects, including process improvements, by providing subject matter expertise, impactfully contributing to activities, and thoroughly researching and documenting recommendations.

The experience you bring:

• 2+ years of financial services experience and BS/BA degree or 4+ equivalent years of experience with Institutional products, preferred.

• Ability to complete assignments in a high-volume, fast paced environment under tight deadlines.

• Strong relationship management skills.

• Demonstrated ability to analyze and resolve complex issues.

• Experience in gathering and analyzing complex business requirements and developing functional specifications.

• Strong communication skills dealing with a variety of people, preferably in the financial services professional.

• Adaptable to using/understanding various system functionality and experience working with different technologies.

• Strong experience in Microsoft Word and Excel.

What makes you stand out:

• Pension Operations and Relationship Management experience

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.

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.

#LI-KB1

$28.30 - $34.58

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.