Multilife Associate Case Manager

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. 

We’re actively seeking a talented Multilife Associate Case Manager to join our Multilife New Business Team in Newport Beach, CA, Omaha, NE or Lynchburg, VA. This role is hybrid if you live within 50 miles of one of our office locations. We will also consider full remote candidates. We believe in empowering our employees to get work done both in and out of the office.

As a Multilife Associate Case Manager you’ll move Pacific Life, and your career, forward by providing exceptional customer service, operations support, problem resolution, and specialized administrative support to producers, policy owners, broker/dealer back-offices, and other customers . You will fill an existing role that sits on a team of 12 people in the Consumer Markets division. Your colleagues will include fellow case managers, senior professionals, team leads and operational support coordinators and specialists.

How you’ll help move us forward:

• Review new business applications for completeness, accuracy, and regulatory compliance, resolving any problems with application before entering application and/or contract information in system

• Provide and collect information ensuring systems are both updated and noted with the appropriate level of detail

• Meet or exceed productivity and quality guidelines per department guidelines

• Understand new business and underwriting terminology

• Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them

• Communicate effectively with and/or create correspondence for producers, field offices and external interested parties, as applicable

• Set proper expectations with producers/offices/FVPs

• Supports department needs as assigned

The experience you bring:

• 0-2 years of relevant experience or specific to a customer service role

• System and/or Microsoft Office Training

What makes you stand out:

• Analytical skills and ability to think outside the box and meet deadlines

• Exceptional problem-solving skills and ability to process efficiently in multiple operational systems

• Self-starter, strong organizational and time management skills

• Motivation and ability to learn new concepts quickly and adapt to a changing environment

You can be who you are.

People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. 

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Benefits start Day 1.
Your wellbeing is important. We’re committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

-- 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

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$18.50 - $22.61

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• 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

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.