Customer Service Specialist jobs in United States
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Pacific Life · 10 hours ago

Customer Service Specialist

Pacific Life is a company dedicated to providing for loved ones and planning rewarding retirements. They are seeking talented Customer Service Specialists to handle incoming inquiries and provide problem resolution related to transactions and technical questions for policyholders.

FinanceFinancial ServicesInsurance
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders
Thrive on phone conversations, handling 50 to 60 incoming calls daily with ease
Provide outstanding customer service
Excel at problem-solving and are determined to overcome any obstacles that come your way
Assist both colleagues and customers, always aiming for the highest quality in your work
Perform well in a fast-paced environment and adapt quickly to changes
Participate in various volunteer opportunities and local charity events we support

Qualification

FINRA SIE licenseSeries 67 licenseCustomer service experienceProblem-solving skillsComputer proficiencyAnalytical skillsCreative thinkingAdaptability

Required

FINRA SIE and series 6 or 7 license is required in this role
Strong customer service skills with 1-2 years of experience in a related customer service role
Strong customer skills with 1-2 years' experience in a related role
Proactive and resourceful, with a knack for finding answers through research
Strong analytical skills and creative thinking
Skilled at handling multiple priorities in a fast-paced setting
Motivated to learn quickly and adapt to changes
Computer proficiency including Microsoft Word and Outlook
You thrive on phone conversations, handling 50 to 60 incoming calls daily with ease
Providing outstanding customer service is your top priority
You excel at problem-solving and are determined to overcome any obstacles that come your way
You're enthusiastic about assisting both colleagues and customers, always aiming for the highest quality in your work
You perform well in a fast-paced environment and adapt quickly to changes
You're passionate about community involvement and eagerly participate in various volunteer opportunities and local charity events we support

Preferred

College degree and/or equivalent experience preferred

Benefits

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

Company

Pacific Life

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Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.

H1B Sponsorship

Pacific Life has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)

Funding

Current Stage
Late Stage
Total Funding
$1.44B
2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M

Leadership Team

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Howard Hirakawa
Senior Vice President, Fund Advisor Operations
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Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
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Company data provided by crunchbase