Operations Business Services Associate
| Company | Pacific Life |
|---|---|
| Location | Newport Beach, CA, USA, Omaha, NE, USA |
| Salary | $18 – $24 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 0-2+ years of experience in a customer service and/or operations focused role
- Effective critical thinking and problem-solving skills
- Strong verbal and written communication skills
- Comfort navigating across multiple technology platforms
- Ability to work effectively within a fast-paced team environment
Responsibilities
- Process changes on existing insurance policies, including policy changes, conversions, reinstatements and exchanges and/or processes trades, withdrawals, loans, electronic fund transfers, and registration change on existing contracts.
- Process and ensure producer applications, licensing requirements, and continuing education are in good order.
- Communicate effectively with team members, internal stakeholders, and customers for the purpose of coordinating case work and resolving issues related to processing.
- Participate in quality review of work for processes that have been mastered.
- Participate and contribute to team meetings or special tasks and assignments
Preferred Qualifications
- A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning
- Experience within the financial services industry