What are the responsibilities and job description for the Customer Service Specialist position at Pacific Life?
Job Description
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
Apply now to be considered for one of our multiple openings! We are currently offering a $1,000.00 sign-on bonus!
Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities.
Join our team and take part in our people-first culture! Candidates located close to one of our offices in Newport Beach, CA, Omaha NE or Lynchburg, VA will be hybrid.
Start date will be August 20, 2024 for current FINRA SIE and Series 6 or 7 licensed candidates.
We'll start interviews within the next few weeks - earlier applicants will have a stronger chance of being considered for this class!
Additional Details About This Opportunity
With minimal supervision, this role will own the following responsibilities on our Consumer Market's Division Affluent Market Customer Service team:
Base Pay Range
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
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. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
Apply now to be considered for one of our multiple openings! We are currently offering a $1,000.00 sign-on bonus!
Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities.
Join our team and take part in our people-first culture! Candidates located close to one of our offices in Newport Beach, CA, Omaha NE or Lynchburg, VA will be hybrid.
Start date will be August 20, 2024 for current FINRA SIE and Series 6 or 7 licensed candidates.
We'll start interviews within the next few weeks - earlier applicants will have a stronger chance of being considered for this class!
Additional Details About This Opportunity
With minimal supervision, this role will own the following responsibilities on our Consumer Market's Division Affluent Market Customer Service team:
- Respond to questions and requests from (internal/external) customers. This could be a policy owner, financial advisor, producer etc.
- Ensure customer requests are completed accurately and timely using the appropriate system/application.
- Builds strong customer relationships, establishing confidence, trust, and rapport to ensure customers have a positive experience with Pacific Life.
- FINRA SIE and series 6 or 7 license required
- You enjoy talking on the phone. This role will take anywhere between 50 to 60 incoming calls, and make multiple outbound calls per day. Being comfortable on the phone and providing excellent customer service is #1.
- Problem Solving! If there’s an obstacle, you'll want to find a way to work through it.
- You are excited about helping your colleagues and our customers, keeping in mind our goal of excellent quality.
- You’re comfortable with a fast-paced environment.
- You enjoy supporting your community and getting involved – we have multiple opportunities to volunteer and support local charities and organizations!
- Strong customer skills with 1-2 years experience in a related customer service role.
- Resourceful self-starter who is interested in researching answers to questions from available information
- Analytical skills and ability to think outside the box.
- Organizational and time management skills.
- Motivation and ability to learn new concepts quickly and adapt to a changing environment.
- Business writing and ability to communicate effectively based on audience (verbal and written).
- Demonstrate basic math reasoning skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Demonstrate computer proficiency including basic Microsoft, Word, Excel, and Outlook with the ability to use multiple programs concurrently.
- College degree or equivalent experience.
- FINRA SIE and series 6/7 required
- Applications for the the next class will be accepted through early August, 2024.
- All resumes will go through an initial review
- Selected applicants will be asked to partake in a recorded video-interview and game-based assessment via HireVue
- Final interviews will be completed in late July.
- Note: Job level may vary based on experience and knowledge.
- Starting hourly rate will be based on your location and experience and ranges between $25 - $31 per hour plus an annual bonus
Base Pay Range
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
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. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
- 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
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Salary : $25 - $31
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