[Hiring] New Business Case Manager I @Pacific Life

Role Description

We’re actively seeking a talented New Business Case Manager I to join our team. This position will be remote.

• The New Business Case Manager Team is responsible for reviewing new business applications for completeness, accuracy, and regulatory compliance and resolving any problems with applications.
• Reviews submission criteria to accept and approve clean applications and reviews basic underwriting requirements, as defined by age and amount requirement.
• Follows up for outstanding requirements, responds to inquiries from agents, financial institutions, other home office staff and clients, and makes courtesy calls to provide status updates.
• The department partners with Financial Professionals and their staff to resolve outstanding requirements that may impact the ability to submit and process applications.
• Through service excellence, these teams play an important role in impacting our clients’ choice to conduct their business through Pacific Life.

How you’ll help move us forward:

• Review, evaluate and process case work as directed by supervisor according to department procedures.
• Analyze case information and identify appropriate action.
• Provide and collect information ensuring systems are both updated and noted with the appropriate level of detail.
• Meet or exceed productivity and quality metrics per department guidelines.
• Ensure case outreach and follow-up activity are timely and professional.
• Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements.
• Understand 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.
• Communicate effectively with and/or create correspondence for producers, field offices and external interested parties as applicable.
• Set proper expectations with producers/offices/FVPs.
• Support department needs as assigned.

Qualifications

• 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.

Requirements

• Base Pay Range: $20.68 - $25.28
• The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location.
• Most employees are eligible for additional incentive pay.

Benefits

• 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.
• 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.

Company Description

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife