Operations Annuity New Business Services Associate jobs in United States
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Pacific Life · 21 hours ago

Operations Annuity New Business Services Associate

Pacific Life Insurance Company is dedicated to providing for loved ones and planning rewarding retirements. They are seeking an Operations Business Services Associate who will play a key role in reviewing contract information, ensuring superior service, and supporting workflow needs within the Annuity New Business team.

FinanceFinancial ServicesInsurance
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Reviewing queue items against contract information and department procedures to determine good order
Inputting transaction details correctly into processing systems and researching system errors
Take all appropriate action to ensure a superior service experience
Progressing steadily through training on core functions, and able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients
Effectively preparing before making outbound calls and following Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact
Meeting department productivity and quality standards
Rotating 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

Customer service experienceFinancial services experienceTeam collaborationVerbal communicationWritten communicationAgile learningPositive attitudeGrowth mindset

Required

2+ years of experience, demonstrating a strong desire to deliver a superior customer service experience
Ability to work effectively in a team environment
Experience working successfully with a variety of customers, preferably within the financial services industry
Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness
Clear verbal and written communication skills

Benefits

Prioritization of your health and well-being including Medical, Dental, Vision, and a 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 and 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