Operations Advisor Management Specialist

Support Pacific Life’s Inforce Life business through complex inquiry resolution, relationship management, and hybrid work in Newport Beach or Omaha. FINRA registrations are required.As an Operations Advisor Management Specialist or Analyst, you will support assigned insurance firms and financial professionals. Your work combines research, analysis, communication, and service support for complex Life business inquiries. The position may be filled at either level based on qualifications and experience.Key Responsibilities:
Handle calls, emails, and correspondence for assigned firmsDiagnose customer issues and anticipate underlying needsAnalyze escalated case submissions using available resourcesMonitor issue resolution and communicate outcomes effectivelyConsult on complex business and post-issue NIGO resolutionRequirements:
FINRA SIE and Series 6 or 7 registrationsTwo or more years of CMD Operations experienceFour-year degree or equivalent experienceAdvanced understanding of CMD annuity or Life productsStrong research, analysis, and relationship management skillsBring Life operations expertise, customer communication, and complex issue resolution skills to Pacific Life’s trusted service team.
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