Pacific Life
New Business Case Manager
Pacific Life, Newport Beach, California, us, 92659
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.Apply now to be considered for one of our multiple openings!Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. Join our team and take part in our people-first culture! Candidates located close to one of our offices in Newport Beach, CA, Omaha, NE or Lynchburg, VA will be hybrid.As a
New Business Case Manager , you'll play a key role in Pacific Life's growth and long-term success by providing exceptional customer service, operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.
How you will make an impact:Gather information about product capabilities relative to specific customer needsReview customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responsesNegotiate customer claims, initiate billing adjustments, and arrange product substitutions and returnsResearch and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiriesResolve most customer concerns and problems using established proceduresAbility to process efficiently in multiple operational systems
The experience you will bring:Strong customer experience skillsExceptional problem solving abilitiesAbility to process efficiently in multiple operational systems
What will make you stand out:Strong customer skills with 1-2 years' experience in a related customer service role.College degree or equivalent experience preferredAnalytical skills and ability to think outside the box and meet deadlinesSelf-starter, strong organizational and time management skills.Motivation and ability to learn new concepts quickly and adapt to a changing environment.Demonstrated ability to meet deadlines and anticipate and respond to requests for service.Ability to demonstrate basic math and problem-solving skillsBusiness writing and ability to communicate effectively based on audience (verbal and written).Ability to manage multiple priorities in a fast-paced environment.Demonstrate computer proficiency including basic Microsoft, Word, Excel, and Outlook with the ability to navigate multiple systems simultaneously.Adept at learning new technical skills and systemsThe level of the role and associated pay range will be determined by the incumbent's work experience, skillset and geographic location and are generally in the following pay range:Level 1: $18.80 - $21.63Level 2: $23.31 - $26.35Benefits 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 dependentsGenerous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 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.
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New Business Case Manager , you'll play a key role in Pacific Life's growth and long-term success by providing exceptional customer service, operations support, problem resolution and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers.
How you will make an impact:Gather information about product capabilities relative to specific customer needsReview customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responsesNegotiate customer claims, initiate billing adjustments, and arrange product substitutions and returnsResearch and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiriesResolve most customer concerns and problems using established proceduresAbility to process efficiently in multiple operational systems
The experience you will bring:Strong customer experience skillsExceptional problem solving abilitiesAbility to process efficiently in multiple operational systems
What will make you stand out:Strong customer skills with 1-2 years' experience in a related customer service role.College degree or equivalent experience preferredAnalytical skills and ability to think outside the box and meet deadlinesSelf-starter, strong organizational and time management skills.Motivation and ability to learn new concepts quickly and adapt to a changing environment.Demonstrated ability to meet deadlines and anticipate and respond to requests for service.Ability to demonstrate basic math and problem-solving skillsBusiness writing and ability to communicate effectively based on audience (verbal and written).Ability to manage multiple priorities in a fast-paced environment.Demonstrate computer proficiency including basic Microsoft, Word, Excel, and Outlook with the ability to navigate multiple systems simultaneously.Adept at learning new technical skills and systemsThe level of the role and associated pay range will be determined by the incumbent's work experience, skillset and geographic location and are generally in the following pay range:Level 1: $18.80 - $21.63Level 2: $23.31 - $26.35Benefits 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 dependentsGenerous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 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.
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