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Pacific Life · 9 hours ago

Supervisor Annuity New Business

Omaha NE-6750

Full-time

Onsite

Mid, Senior Level

$91K/yr - $112K/yr

5+ years exp

Pacific Life Insurance Company is a leader in the financial services industry, dedicated to providing for loved ones and planning rewarding retirements. They are seeking an Annuity New Business Supervisor to ensure service excellence in processing and to lead a team towards achieving performance objectives.

FinanceFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Team meets established performance expectations for productivity, service quality, policy adherence and demonstration of core skills and competencies

Supports staff with resolution of complex or escalated customer issues, using defined handling guidelines

Monitors workflow, productivity, and quality within team; Demonstrates awareness of workflow impacts and ability to adapt team activities accordingly. Identifies opportunities for successful resource sharing among peer processing teams and departments

Develops organizational bench-strength by accelerating abilities of top performers, broadening the professional skills of mid-performers, and defining action plans to hold lower performers accountable to meeting standards

Leveraging “Leader as Coach” competencies, conducts monthly 1:1s with all team members to discuss performance and development opportunities. Provides additional informal “on the job” (integrated) coaching through regular work observation and review

Ensures staff have time and resources available to work towards development objectives

Performs staff check-ins and performance reviews by established HR timeframes

Fosters inclusion, positive morale and working relationships within team

Actively promotes a balance between supporting the customer (SLA metrics) and the employee experience (development, work life balance)

Leads regular team meetings, promoting clear communication, collaborative discussion and helping team positively adapt to change

Seeks opportunities to reward and recognize staff achievements and desired behaviors

Creates a visible, daily presence and engagement with hybrid and remote staff, both while in-office and when working from home

Provides candidates with clear overview of position and benefits; Identifies candidates well matched for the organization’s culture and who possess the right skill set for long-term career success

Effectively assimilates new team members, helping them understand role, responsibilities, and purpose. Utilizes onboarding tools effectively to monitor new hire success

Ensures staff responsible for delivering training are skilled, prepared, and support a positive learning experience

Collaborates with department training partners through all phases of staff training, supporting established learning and onboarding initiatives. Participates in training modules as assigned

Supports the development of newly onboarded Supervisors by modeling and providing guidance on best practices around supervision and department functions

Participates in assigned projects, committees, etc. by impactfully contributing to discussions and outcomes, ensuring department needs are addressed, meeting deadlines, and communicating to impacted stakeholders

Proactively identifies and communicates trends impacting team’s ability to meet core performance objectives, providing recommendations for improvements to direct leader

Makes recommendations to Knowledge Management partners for procedural updates that can improve service, processes, efficiency, or clarity for department and/or partner Operations teams

Collaborates and communicates effectively with peers (within and outside of team) and cross-organizational business partners

When working with customers and employees, refers to and supports third party service providers as if they are an extension of Operations

Adheres to Operations’ and Pacific Life’s policies, supporting organizational objectives

Meets target deadlines for personal check-ins and evaluations. Takes ownership of learning opportunities related to leadership attributes. Collaborates with Manager to identify growth opportunities and craft meaningful SMART goals. Comes prepared for coaching sessions. Follows through on action plans

Stays current on departmental processes and initiatives to best support staff and department

Qualification

Supervisory experienceCustomer service experienceProblem-solving skillsTeam supervisionOrganizational abilitiesCoaching skillsCommunicationLeadership attributesCollaboration skills

Required

5 years of supervisory experience (or demonstrated progressive leadership experience) within the financial services industry, preferably within an Operations environment

Customer-focused mindset and demonstrated experience guiding successful customer service experience

Ability to motivate, develop, and direct multiple levels of employees (entry level to tenured) to meet performance objectives

Strong organizational abilities and abilities to meet department and corporate objectives in a fast-paced work environment

Skilled in problem-solving and resolving complex issues

Excellent written and verbal communication skills, and the ability to communicate with various levels of professionals

Ability to work effectively in a team supervision environment

Preferred

College degree and/or equivalent experience preferred

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