Inforce Servicing Processor
Lynchburg, VA  / Omaha, NE 
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Posted 19 days ago
Job Description

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We are seeking several talented Inforce Servicing Processors to join our Inforce Services Team to fill roles in our Omaha, NE or Lynchburg VA office. These positions will be hybrid.

As an Inforce Servicing Processor, you'll play a key role in Pacific Life's growth and long-term success by analyzing incomplete or complex service requests and identifying the best steps to resolve on behalf of our clients. You will then work closely with our Financial Professionals or policy owners by phone to help resolve pending issues on their contracts/policies.

In this position you will:

  • Processes changes on existing insurance policies, including policy changes, conversions, reinstatements and exchanges and/or processes trades, withdrawals, loans, electronic fund transfers, and registration change on existing contracts.

  • Processes policy values (e.g., calculating amount of cash values, premium refund due, loan balance or loan interest refund), death benefit requests, and policy changes.

  • Communicate effectively with team members, internal customers and management for the purpose of coordinating case work and resolving issues related to processing.

  • Participate in quality review of work for processes that have been mastered.

  • Participate and contribute to team meetings or special tasks and assignments impacting the Inforce Servicing team.


How you will make an impact:

  • Queue items are reviewed against contract information and department procedures to determine good order. Transaction details are correctly input into processing systems and system errors researched. Takes all appropriate action to ensure a superior service experience.

  • Progresses steadily through training on core functions, and is able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.

  • Prepares effectively before making outbound calls, and follows Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.

  • Department productivity and quality standards are met.

  • Rotates assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.


The experience you will bring:

  • 2-3 years of experience in a customer service-focused role, preferably financial services.

  • Effective critical thinking and problem-solving skills

  • Strong verbal and written communication skills

  • Commitment to driving an industry-leading customer service experience

  • Comfort navigating across multiple technology platforms

  • Ability to work effectively within a fast-paced team environment


What will make you stand out:

  • A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning

More reasons to join:

At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.

If you're seeking a thriving career doing the type of meaningful work that's all too rare at a Fortune 500 Company, Pacific Life is the place for you. If you are a self-starter who appreciates creativity and individuality in your colleagues - even better. We look forward to receiving your application.

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

The base pay range for this position is between $20.00 - $22.00 hourly.

#LI-KB1

#LI-Hybrid

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

EEO Statement:

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.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
2 to 3 years
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