Senior New Business Case Manager
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Job Description
Senior New Business Case Manager I at Pacific Life reviewing new business applications for completeness and compliance. Collaborating with Financial Professionals for efficient application processing.
Responsibilities:
- 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.
- 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.
- Maintains positive and professional interactions with peers, trainers, internal customers, and leaders across all activities; Effectively collaborates to overcome challenges.
Requirements:
- College degree and/or equivalent experience preferred.
- 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:
- 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
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