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. We’re actively seeking multiple talented Pension Service Analysts to join our Institutional Operations team in Omaha NE or Newport Beach, CA. This role is hybrid and requires a minimum of four days in office. We believe in empowering our employees to get work done both in and out of the office. As a Pension Service Analyst you'll move Pacific Life and your career forward by analyzing complex Institutional (defined benefit and/or defined contribution) transactions (pre/post issue), supporting business relationships with Plan administrators and consultants, and providing liaison support for a Third-Party Administrator and divisional business partners on escalated case review across these business lines. While joining the Pension Operations Team, you’ll help support an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts, demonstrating the ease of doing business with Pacific Life. If you’re experienced in pension operations and relationship management, you’re a great fit for this role. Technical capabilities aside, if you’re a mission-driven self-starter who’s comfortable with ambiguity, and who thrives in a fast-paced, collaborative culture, you’re a perfect fit for Pacific Life. Here, we believe you should be given the time, space, and trust to do your best work – your way. As part of our transition toward a more digitally oriented, inclusive and employee-focused company, we’re opening this role to candidates near Omaha, NE; or Newport Beach, CA. How you’ll help move us forward: Analyze complex case documentation, interpret and take appropriate action utilizing established procedures, corporate and compliance guidelines. Communicate with clients that reflects industry-leading service expectations, both demonstrating technical expertise and reinforcing the business relationship. Identifies TPA workflow issues, service irregularities and recommends resolutions to Management. Recommendations are timely, well-researched, and well-presented with all relevant details. Researches issues in a timely manner, and case load is managed to maximize availability and ensure requests can be addressed by established client response time goals. Makes decisions that positively impact the customer experience and team-environment to ensure successful completion of service goals. Participates in assigned projects, including process improvements, by providing subject matter expertise, impactfully contributing to activities, and thoroughly researching and documenting recommendations. The experience you bring: 2+ years of financial services experience and BS/BA degree or 4+ equivalent years of experience with Institutional products, preferred. Ability to complete assignments in a high-volume, fast paced environment under tight deadlines. Strong relationship management skills. Demonstrated ability to analyze and resolve complex issues. Experience in gathering and analyzing complex business requirements and developing functional specifications. Strong communication skills dealing with a variety of people, preferably in the financial services professional. Adaptable to using/understanding various system functionality and experience working with different technologies. Strong experience in Microsoft Word and Excel. What makes you stand out: Pension Operations and Relationship Management experience. People come first here. We’re committed to a diverse, equitable and inclusive workforce. Benefits start Day 1 including Medical, Dental, Vision, 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 and additional contribution regardless of participation.

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