Sr. Client Solutions Specialist

Pacific Life; Omaha (NE); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Senior Client Solutions Specialist for its Workforce Benefits division. This role involves providing a seamless onboarding experience and requires strong communication and problem-solving skills. Candidates should have 3-5 years of experience in the worksite benefits industry and an understanding of technology ecosystems. The position offers flexibility to work fully remote or hybrid from Omaha, NE.

Qualifications

• 3-5 years in the worksite or voluntary benefits industry.
• Understanding of technology ecosystems within the FinTech industry.

Responsibilities

• Maintain relationships with technology counterparts at Benefits Technology vendor partners.
• Serve as a subject matter expert on enrollment flows for assigned partnerships.
• Diagnose and resolve case-level technology issues.

Skills

Communication

Problem-Solving

Attention to Detail

Time Management

Organizational Skills

Education

College degree or equivalent experience

Tools

MS Office

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 is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Senior Client Solutions Specialist to join our new Workforce Benefits division. This role can be fully remote or hybrid, based in Newport Beach, CA or Omaha, NE.

As a Senior Client Solutions Specialist, you’ll play a key role in providing a first-class, frictionless onboarding and enrollment experience to our employers in the Workforce Benefits division.

How you'll help move us forward:

• Maintain ongoing relationships with technology counterparts at one or more Benefits Technology vendor partners.

• Serve as a subject matter expert on enrollment flows for assigned partnerships.

• Diagnose and resolve case-level technology issues with urgency and excellence.

• Escalate common case-level issues to the Client Solutions Consultant for root cause analysis.

• Communicate break-fixes and feature enhancements effectively to Pacific Life’s various customers.

• Collaborate with internal stakeholders to understand data challenges from benefits technology partners and work to resolve them.

• Respond to inquiries regarding case-level support from onboarding through enrollment and ongoing data exchange.

• Understand case setup for assigned partners and consult with brokers on best practices.

• Support case-level file exchanges (e.g., EDI, XML, API) to ensure data sync between Pacific Life and our technology partners.

• Monitor case-level error reporting and proactively address customer data issues.

• Help grow knowledge and comfort with our technology solutions among internal partners.

• Understand regulatory and compliance landscape related to enrollment and group benefits.

• Work within departmental controls for all aspects of the role.

• Demonstrate a customer-centric mindset with problem-solving skills.

• Participate and contribute to team meetings or special tasks, bringing innovative ideas and a continuous improvement mindset.

• Meet department standards for work prioritization, productivity, quality, and timeliness.

• Ensure actions, behaviors, and decisions align with the department, division, and Pacific Life Mission & Vision.

The experience you bring:

• College degree or equivalent experience preferred.

• 3-5 years in the worksite or voluntary benefits industry.

• Understanding of technology ecosystems within the FinTech industry.

• Effective written and oral communication skills.

• Strong attention to detail.

• Ability to present to all levels of internal and external stakeholders.

• Demonstrated time management and organizational skills.

• Intermediate skills with MS Office applications.

What makes you stand out:

• Experience with API technology within the worksite benefits industry.

• Direct experience with Benefits Administration systems and data exchanges.