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SalaryJob Description:
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 Customer Service Specialist II to join our Corporate Solutions Operations team in Newport Beach, CA. This role will be hybrid.
As a Customer Service Specialist II, you’ll play a key role in Pacific Life’s growth and long-term success by working as an integral role within an existing team of Customer Service Representatives and collaborating with the Supervisor to work on outstanding issues, escalated cases, and project enhancements.
How you will make an impact:
Performs transactions and provides technical guidance and procedural information on a variety of complex Customer Service issues and transactions (including market-sensitive transactions) requiring knowledge of the company’s products and services, IRS/state/DOI requirements, and various technology platforms.
Interacts with other departments as needed.
Researches questions, problems, and service issues and provides resolution or escalates issue to management as appropriate
Work on specific tasks, cases, research, escalations, projects as assigned
Work on team and department operational efficiencies
Assist team members with complex requests, training, research
Develop relationships with recruiters, field sales staff, internal operation teams and establish or maintain Pacific Life as the carrier of choice, specifically from a service and "ease of doing business" perspective
Complexity of Assignments:
Has developed knowledge and skills through formal training or considerable work experience.
Has established skills to perform a range of day-to-day activities.
Judgment & Supervision:
Works within established procedures with a moderate degree of supervision.
Typical Qualifications:
2+ years of experience
May require vocational training
FINRA SIE/series 6 or 7 license required within 6 months of employment
The experience you will bring:
Broad knowledge of Pacific Life products and procedures
Existing knowledge of our various Distribution channels with an emphasis on the M channel. Experience working with internal and external customers via email, phone, video conference, webinars
Ability to problem solve independently
Excellent organizational and communication skills
Experience with Pacific Life internal systems such as: AWD, FileNet, Mainframe, Salesforce, MS Office
More reasons to join:
At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.
If you’re seeking a thriving career doing the type of meaningful work that’s all too rare at a Fortune 500 Company, Pacific Life is the place for you. If you are a self-starter who appreciates creativity and individuality in your colleagues – even better. We look forward to receiving your application.
You belong at Pacific Life
At Pacific Life we believe you belong. We foster a culture of belonging, a space where all employees are empowered to be authentic. We embrace and celebrate diversity, create a culture of equity and inclusion, and value and respect every employee.
Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.
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.
$28.97 - $35.41
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.
