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Client Experience Representative

Company: Pacific Life
Location: Lynchburg
Posted on: September 13, 2019

Job Description:

Job Description
Pacific Life is seeking talented Client Experience Representatives to join the Life Insurance Division in our Lynchburg, VA office. The Life Insurance Division works with financial and insurance professionals to give families and businesses the life insurance coverage needed to help meet important financial protection, wealth accumulation, and wealth preservation goals.

Apply online to be considered for a November 2019 start date. Interviews will likely begin mid to late October.

POSITION SUMMARY:

With minimal supervision, this role will perform the following:

Review, evaluate and process life insurance new business transactions as appropriate.
Communicate with and/or create correspondence for producers, field offices, and external interested parties as applicable.
Support workflow management by working in different queues/roles as assigned and proactively continues to build upon processing knowledge and skills.
Review, evaluate and process case work with minimal supervision according to department procedures.
Analyzes case information and identifies appropriate action path based on where the case is in the process.
Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail.
Utilize necessary Life Division resources to determine regulatory, product and case design requirements.
Communicates with and/or creates correspondence for producers, field offices and external interested parties as applicable.
Adapts quickly to changing responsibilities and maintains effective knowledge of other tasks previously assigned.
Leverages training opportunities to develop new skills toward more complex processing.

FACTORS FOR SUCCESS:
College degree or equivalent experience.
1-2 years experience in a professional environment.
Knowledge of transactional processing using new business systems.
Analytical skills.
Organizational and time management skills.
Ability to work with multiple systems.
Motivation and ability to learn new concepts quickly and adapt to changing environment.
Business writing and ability to communicate effectively based on audience.

#LI-TM1
#LI-JS1

Benefits
Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: Competitive salary and bonus program Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous vacation time and holiday pay And much more!

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.

About Pacific Life
Celebrating 150 years of service in 2018, Pacific Life offers life insurance, annuities, and mutual funds, along with a variety of investment products and services, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit www.PacificLife.com. To explore the heritage of Pacific Life and learn more about our history, visit www.pl150years.com.

Keywords: Pacific Life, Lynchburg , Client Experience Representative, Other , Lynchburg, Virginia

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