Pacific Life · 1 month ago
Operations Business Services Associate
Newport Beach CA-700
Full-time
Hybrid
New Grad, Entry Level
$18/hr - $21/hr
0+ years expPacific Life is a company dedicated to providing financial security and support to its policyholders. The Operations Business Services Associate will provide problem resolution, operations, and administrative support to producers and policyholders, ensuring service excellence and accurate processing of requests related to life insurance and annuities.
FinanceFinancial ServicesInsurance
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
Queue items are reviewed against contract information and department procedures to determine good order. Transaction details are correctly input into processing systems and system errors researched. Takes all appropriate action to ensure a superior service experience
Progresses steadily through training on core functions, and can demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients
Prepares effectively before making outbound calls, and follows Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact
Department productivity and quality standards are met
Rotates assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor
Qualification
Required
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
Commitment to driving an industry-leading customer service experience
Comfort navigating across multiple technology platforms
Ability to work effectively within a fast-paced team environment
Preferred
A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning
Experience within the financial services industry
Benefits
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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
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 StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase