Sr Systems Analyst

pacificlife; Newport Beach (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

Pacific Life in Newport Beach, CA is seeking a Senior Correspondence Systems Analyst to join the Producer and Compensation Solutions team supporting the Consumer Markets Division. You will partner with business and technology teams to deliver solutions for producer onboarding, compensation administration, contracts and licensing, and credential validation.

You will collaborate to translate complex processes into system-ready specs, drive efficiency across onboarding, licensing, appointments, and

Qualifications

• 3+ years of systems or business analysis experience in insurance, distribution, compensation, or financial services platforms.
• Experience translating business requirements into functional specs.
• Knowledge of producer lifecycle processes including contracts, licensing, appointments, and compensation.

Responsibilities

• Gather, analyze, and document requirements for commissions, bonus compensation, credential validation, contracts, and producer servicing capabilities.
• Translate complex business processes into system-ready requirements, workflows, and technical specs.
• Improve onboarding, licensing, appointments, and compensation processing to drive efficiency.
• Support regulatory compliance by aligning technology solutions with licensing, appointment, and audit standards.
• Collaborate across Advisor Services, Distribution, Compliance, Operations, Product Management, and IT to deliver end-to-end solutions.
• Support platform modernization and new product launches within the advisor services domain.

Skills

Systems analysis

Business analysis

Agile

Cross-functional collaboration

Analytical thinking

Root cause analysis

Communication skills

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 are actively seeking a talented Sr Correspondence Systems Analyst to join our Producer and Compensation Solutions team supporting the Consumer Markets Division in Newport Beach, CA.

As a Senior Systems Analyst, you will play an important role in Pacific Life's growth and long-term success by supporting the technology platforms and business processes that enable producer onboarding, compensation administration, contracts and licensing, and credential validation. You will partner with business and technology teams to deliver solutions that support financial professionals throughout the producer lifecycle while ensuring compliance with regulatory and operational requirements.

You will join a collaborative team of analysts, developers, QA engineers, and business partners who work together to modernize and enhance critical distribution and advisor services capabilities. This role provides the opportunity to work across multiple platforms supporting commissions, bonus programs, producer data management, licensing and appointments, agency hierarchies, and producer servicing operations.

How you'll help move us forward:

• Accelerate business initiatives by gathering, analyzing, and documenting requirements for commissions, bonus compensation, credential validation, contracts and licensing, and producer servicing capabilities.
• Partner with business stakeholders and technology teams to translate complex business processes into system-ready requirements, workflows, rules, and technical specifications.
• Improve operational efficiency by identifying opportunities to streamline producer onboarding, licensing, appointments, compensation processing, and exception management.
• Support regulatory compliance by ensuring technology solutions align with state licensing requirements, producer appointment rules, compensation guidelines, and audit standards.
• Drive cross-functional collaboration among Advisor Services, Distribution, Compliance, Operations, Product Management, and IT teams to deliver end-to-end solutions.
• Leverage your insurance industry knowledge and analytical skills to support new product launches, compensation initiatives, operational enhancements, and platform modernization efforts.
• Assist with troubleshooting production issues, conducting root cause analysis, and supporting continuous improvement initiatives across multiple business-critical platforms.

The experience you will bring:

• 3+ years of systems analysis or business analysis experience supporting insurance, distribution, compensation, producer management, or financial services platforms.
• Experience gathering, documenting, and translating business requirements into detailed functional and technical specifications.
• Knowledge of producer lifecycle processes, including contracts and licensing, appointments, commissions, compensation, producer onboarding, or credential management.
• Experience working with cross-functional teams including Operations, Compliance, Product Management, and Information Technology.
• Strong analytical, problem-solving, and critical-thinking skills with the ability to manage complex business processes and system integrations.
• Experience supporting Agile, Scrum, or hybrid delivery methodologies.

What makes you stand out:

• Experience supporting producer compensation, commissions processing, bonus administration, agency hierarchy management, or advisor services operations.
• Knowledge of insurance distribution channels, producer licensing and appointments, regulatory compliance, and credential validation processes.
• Experience working with policy administration, compensation, producer management, CRM, workflow, or distribution technology platforms.
• Excellent communication, facilitation, and stakeholder management skills.
• Demonstrated ability to build meaningful partnerships across business and technology organizations to deliver practical solutions to complex challenges.
• Experience supporting platform modernization, digital transformation, or process automation initiatives.
• Excellent problem-solving, root cause analysis, strategic thinking, and collaboration skills are essential to success in this role.
• Knowledge of producer compensation, agency hierarchy management, contracts and licensing, appointments, and credential validation processes.
• Experience supporting advisor services, producer onboarding, or distribution technology w