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New Business Case Manager I

Job not on LinkedIn

🔥 16 minutes ago

⚔️ Virginia – Remote

infoinfo

💵 $20 - $25 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

Where this job comes from

Posted on Pacific Life's careers page, not through a job board

First seen by Remote Rocketship 16 minutes ago

Logo of Pacific Life

Pacific Life

1001 - 5000 employees

Founded 1868

💸 Finance

🛡️ Insurance

Finance • Insurance • Retirement

Pacific Life is a financial services company that offers a wide range of retirement and life insurance solutions. It provides annuities, life insurance, and workforce benefits designed to help individuals and institutions secure their financial futures. With nearly 160 years of experience and a strong commitment to customer trust, Pacific Life focuses on delivering stability and protection for its clients' families, businesses, and future goals. The company is dedicated to creating meaningful future outcomes through corporate social responsibility and innovative products.

📋 Description

• Review, evaluate, and process case work according to department procedures • Analyze case information and identify appropriate action • Provide and collect information while updating systems with appropriate detail • Meet or exceed productivity and quality metrics • Conduct timely and professional case outreach and follow-up • Use CMD resources and tools to determine regulatory, product, and case design requirements • Become familiar with the reasoning for requirements • Establish relationships with underwriting, distribution, and marketing partners • Communicate with producers, field offices, and external interested parties • Create correspondence as applicable • Set proper expectations with producers, offices, and FVPs • Support department needs as assigned

🎯 Requirements

• College degree or equivalent work experience preferred • 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 while balancing accuracy, speed, and thoroughness • Clear verbal and written communication skills • Understanding of NB and UW terminology, including labs, APSs, and MVRs • Customer service focus • Ability to balance collaborative and independent work • Accountability and integrity • Ability to leverage agility and flexibility to meet business needs

🏖️ Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account • Paid Time Off • Holiday Schedules • Financial Planning Time Off • Paid Parental Leave • Adoption Assistance Program • Competitive 401k savings plan with company match • Additional 401k contribution regardless of participation • Flexible benefits tailored to employee needs • Diversity and inclusion support

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