Pacific Life · 4 days ago
Operations Advisor Mgmt Specialist
Newport Beach, CA
Full-time
Hybrid
Entry, Mid Level
$32.75/hr - $40.03/hr
2+ years expPacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking an Operations Advisor Management Specialist to facilitate complex inquiries for their Multilife business, supporting corporate-owned and individually owned life insurance policies while maintaining relationships within the corporate life insurance market.
FinanceFinancial ServicesInsurance
Responsibilities
Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms
Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs
Ability to clearly explain rationale behind procedures or requests
Analyzes escalated case submissions by thoroughly reviewing all necessary resources
Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor
Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life
Qualification
Required
2+ years CMD Operations experience, ideally focused on communication and service support with customers
Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services
Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers
Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues
Strong, effective and efficient verbal and written communication skills
Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines
Ability to balance accuracy, speed, and customer service
Ability to work effectively in a team environment
4-year degree or equivalent experience
Series 6 required at time of application
Preferred
Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies
Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership
Experience interacting directly with financial professionals and insurance firm leadership
Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms
Benefits
Medical
Dental
Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
401k savings plan with company match and an additional contribution
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