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Financial Operations Associate

Pacific Life · Omaha, Nebraska, US

Job Description: We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in our O...

Job description

Job Description: We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in our Omaha, Nebraska office. As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals. This role may support either our Inforce Processing Team or Advisor Services Team , based on business needs and candidate strengths. How You’ll Make an Impact: Inforce Processing Team: Support post-issue servicing for annuity and life insurance products by: Advisor Services Team: Support producer licensing and contracting operations by: - Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates - Identifying incomplete, inaccurate, or non-compliant transaction requests...