Note: The job is a remote job and is open to candidates in USA. Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a New Business Case Manager I to review new business applications for completeness and compliance, ensuring a positive customer service experience while collaborating with various stakeholders.
Responsibilities
- Review, evaluate and process case work as directed by supervisor according to department procedures
- Analyzes case information and identifies appropriate action
- Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail
- Meet or exceed productivity and quality metrics per department guidelines
- Case outreach and follow up activity are timely and professional
- Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements
- Understands NB and UW terminology (labs, APSs, MVRs, etc.)
- Become familiar with reasoning for requirements
- Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them
- Communicates effectively with and/or creates correspondence for producers, field offices and external interested parties as applicable
- Sets proper expectations with producers/offices/FVPs
- Supports department needs as assigned
Skills
- 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
- Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company Overview
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. It was founded in 1868, and is headquartered in Newport Beach, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.pacificlife.com/.Company H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships, with 1 in 2026, 14 in 2025, 9 in 2024, 16 in 2023, 19 in 2022, 14 in 2021, 17 in 2020. Please note that this does not guarantee sponsorship for this specific role.