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Marsh & McLennan Companies jobs in Aliso Viejo, CA - 88 jobs

  • Client Executive - Commercial Insurance

    Marsh & McLennan Companies 4.8company rating

    Marsh & McLennan Companies job in Aliso Viejo, CA

    Company:Description: Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW's annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.) Participate in new business development and proposals with Client Sales Executive. Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage. Coordinate coverage placement through managing the direction provided to service team. Deliver binders and invoices. Manage all facets of renewal process. Initiate client contact and orchestrate renewal strategy meetings. Gather renewal underwriting information. Oversee process of preparing and updating underwriting specifications. Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc. Advise, inform and involve Client Sales Executive, as required in marketing process. Prepare and deliver proposals. Prepare all orders and instructions to Client Administrator. Manage expiration lists. Act as a leader for the service team members. Create an environment oriented to trust, open communication, and cohesive team effort. Facilitate problem solving and collaboration when faced with client difficulties. Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance. Provide necessary business information to enhance the team's professional development. Ensure deliverables are prepared to satisfy client requirements, cost and schedule. Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Establish and consistently maintain effective and positive working relationships with Associates and clients. Education and/or Experience Bachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license. Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations. Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance. Proficiency with MS Office Software (Word, Excel, Outlook). Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay. #MMAwest #MMABI #LI-DNI The applicable base salary range for this role is $90,100 to $167,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $90.1k-167.9k yearly Auto-Apply 60d+ ago
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  • Business Process Specialist, Surety

    Marsh & McLennan Companies, Inc. 4.8company rating

    Marsh & McLennan Companies, Inc. job in Irvine, CA

    Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Specialist, Surety at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Business Process Specialist, Surety on the National AMS team, you'll be a strong process design focused professional who knows how to balance efficiency, quality and consistency in systems. Working in conjunction with the Business Process Leader, you will focus on the activities within your line of business, participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit. In tandem with workflow design, the National Business Process Specialist will support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts. The National AMS Business Process Specialist, Surety will work to define requirements, redesign, and implement best-in class business processes, workflows and data standards. This position will consider agency management system, reporting tools, and other available technology and software when creating new processes. You will document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference. The AMS Business Process Specialist, Surety will report to the Business Process Leader. You will consistently demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability. Our future colleague. We'd love to meet you if your professional track record includes these skills: * Minimum 3-5 years of experience in designated line of business * Understanding of the insurance brokerage business * Awareness of the impact and consequences of decisions affecting the business process design * Proven critical thinking, analytical, and problem solving skills * A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices * Team player! Enthusiastic and engaging with an ability to work with a wide range of cross-functional work teams and leaders. These additional qualifications are a plus, but not required to apply: * Challenges the status quo to make business process improvement recommendations * Experience working with an agency management system * Demonstrates a bias for action and a commitment to achieving sustainable results We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: * Generous time off, including personal and volunteering * Tuition reimbursement and professional development opportunities * Charitable contribution match programs * Stock purchase opportunities To learn more about a career at MMA National, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * ************************************ * ********************************** * ***************************** * ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $59,700 to $111,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: January 12, 2026
    $59.7k-111.2k yearly 2d ago
  • Manager, Operations Advisor Management

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Manager to join our multi-life/executive benefits Life Operations Advisor Management team in Newport Beach, CA or Omaha NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a manager you'll move Pacific Life, and your career, forward by facilitating complex inquiries primarily, but not solely, for our Multilife business, which includes corporate-owned (COLI), corporate-sponsored and individually owned life insurance policies. You will ensure daily work objectives and departmental initiatives are met, while overseeing the training, skill development and performance of all department staff. You will fill a new role that sits on a team of 10 people in the Consumer Markets division. How you'll help move us forward: Analyzes escalated case submissions by thoroughly reviewing all necessary resources (customer communications, procedures, interviewing involved parties, etc.). Works closely with Sales partners to build and maintain strong business relationships, ensuring they have the support needed to serve their external customers and field teams effectively. Cascades objectives and information effectively, helping teams positively understand and adapt to change. Ensure team meets established performance expectations for productivity, service quality, complex or escalated case resolution, policy adherence and demonstration of core skills and competencies. Applies deep understanding of operational goals, systems, and processes to effectively lead the team. Clearly explains decision-making, including risk assessments and potential impacts. Ensures team workflows and service approaches align with tiered service model standards. Proactively communicates trends and challenges to leadership and takes action to address them. Identifies ways to improve service experience for customer groups. Leads effective calls/presentations with assigned customer group as assigned. Collaborates successfully with Operations Shared Services and the Customer Solutions teams to ensure quality review, training, documentation, project oversight, workflow and data development needs are moving forward to meet the complex needs of the department; Addresses ways to improve processes, efficiencies, or clarity for department and/or partner Operations teams. Oversees assigned licensed staff activities, including outside business, social media profiles, remote office expectations, and timely submission of brokerage account reporting, U4 changes. The experience you bring: 5 years of supervisory experience (or demonstrated progressive leadership experience) within the financial services industry, preferably within an Operations call center environment. Customer-focused mindset and demonstrated experience guiding successful customer service outcomes. Ability to motivate, develop, and direct multiple levels of employees (entry level to tenured) to meet performance objectives. Strong organizational abilities and abilities to meet department and corporate objectives in a fast-paced work environment. Skilled in problem-solving and resolving complex issues. Excellent written and verbal communication skills, and the ability to communicate with various levels of professionals. Ability to work effectively in a team supervision environment. 4-year degree or equivalent experience. Series 6 required. Series 26 required 6 months from hire. What makes you stand out: Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies. Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership. Experience interacting directly with financial professionals and insurance firm leadership. Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. 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. $121,770.00 - $148,830.00 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.
    $121.8k-148.8k yearly Auto-Apply 23d ago
  • Investment Grade Credit Trader

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 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. $180,180.00 - $220,220.00 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.
    $61k-105k yearly est. Auto-Apply 60d+ ago
  • Illustrations Applications Specialist

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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. Pacific Life is on the lookout for two driven and innovative Illustrations Application Specialists to join our forward-thinking Illustrations Team in Newport Beach, CA. Our Illustrations platform is more than just a system - it's a key strategic differentiator that fuels enhanced customer experience and powers business growth across the organization. The CMD Illustrations team within Pacific Life Technology develops and maintains the desktop and web applications that financial professionals use to create life insurance illustrations. These illustrations help clients understand how Pacific Life products can meet their financial goals. The Illustrations Application Specialist is a key member of a team responsible for translating business requirements into reliable, maintainable application code. In this role, you'll work closely with analysts to understand functional needs and deliver high-quality software solutions that align with system architecture and coding standards. You'll be expected to write efficient, maintainable code using established development practices. Career progression in this role will typically involve increasing levels of responsibility in areas such as peer code review. As experience with Life Insurance and Annuities products grows, the Illustrations Application Specialist will be required to collaborate with business partners and stakeholders to ideate and design features and functionality. How you'll help move us forward: Implement Complex Life Insurance and Annuity Products End-to-End Development Analyze Business Requirements & Technical Design Contribute to Process Improvements: Identify opportunities for technical/process improvements and efficiencies to reduce the complexity and increase speed in the application. Conduct Code Reviews: Participate in peer code reviews to ensure quality, maintainability, and adherence to coding standards. Provide thoughtful, constructive feedback to support team growth. Support Timely Delivery and Execution Excellence: Identify and escalate risks or issues promptly and clearly to ensure they are addressed in a timely manner. Collaborate with our business partners on the timelines, risks, and issues. Build new and modify existing life insurance and annuity products in our Illustrations platform, ensuring accuracy and alignment with product specifications and business requirements. Use .NET and proprietary tools to build maintainable, efficient, and well-documented code, delivering complete business solutions from design through deployment. Adhere-to and promote quality development processes, including performing unit testing, version control, and continuous integration. Evaluate and review complex product specifications-including actuarial formulas and business requirements for the User Interface and Illustration Output- to identify technical challenges, establish the development scope, and estimate the level of effort required for implementation. Collaborate with actuaries and other business units to validate complex scenarios and case designs specific to Illustrations. The Experience You Bring: Bachelor's degree in Mathematics, Actuarial Science, or a related quantitative discipline, with a strong proficiency in programming. 2+ years of work experience in application development preferred. Proficiency in Excel, VB.NET, Html, and SQL preferred Intense visual/listening concentration required to trouble shoot problems and determine best solution; and to make informed decisions and recommendations Self-motivated and capable of working independently with minimal supervision, while also excelling in a collaborative team environment. Willingness and initiative to learn both the technical and business aspects necessary to take ownership of and execute on key responsibilities. What makes you stand out: Previous knowledge with the life insurance and annuity industry strongly preferred. 1-5 years of experience working with life insurance and/or annuity products and riders a plus. Effective communication skills, including the ability to explain technical concepts to non-technical stakeholders. Familiarity with Agile development methodologies and experience working within sprint cadences preferred. Proven ability to build relationships and collaborate effectively across departments. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 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. $100,530.00 - $122,870.00 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.
    $100.5k-122.9k yearly Auto-Apply 15d ago
  • Customer Service Specialist

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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. Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. We are seeking talented Customer Service Specialists to join our teams in the Consumer Markets Division in our Newport Beach, CA or Omaha, NE offices. A FINRA SIE and series 6 or 7 license is required in this role. All licensed candidates will work on a hybrid schedule; you will be required to be in office one day a week. Start Dates: All fully licensed candidates will begin on Tuesday, December 2, 2025 As part of our Customer Service team, you'll handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders. Whether you're experienced in the financial industry or a recent college graduate, we have an amazing training program that will meet you where you are. Who will succeed in this role: You thrive on phone conversations, handling 50 to 60 incoming calls daily with ease. Providing outstanding customer service is your top priority. You excel at problem-solving and are determined to overcome any obstacles that come your way. You're enthusiastic about assisting both colleagues and customers, always aiming for the highest quality in your work. You perform well in a fast-paced environment and adapt quickly to changes. You're passionate about community involvement and eagerly participate in various volunteer opportunities and local charity events we support. The experience you bring: Strong customer service skills with 1-2 years of experience in a related customer service role. College degree and/or equivalent experience preferred. Strong customer skills with 1-2 years' experience in a related role. FINRA SIE and series 6 or 7 license is required in this role. Proactive and resourceful, with a knack for finding answers through research. Strong analytical skills and creative thinking. Skilled at handling multiple priorities in a fast-paced setting. Motivated to learn quickly and adapt to changes. Computer proficiency including Microsoft Word and Outlook. The recruiting process: All resumes will go through an initial review. Candidates will be notified via email regarding next steps. Selected applicants will be asked to partake in a recorded video-interview and game-based assessment via HireVue. Compensation: Starting hourly rate will be based on your experience and location Omaha, NE range is between $26 - 29 per hour plus an annual bonus. Newport Beach, CA ranges between $29 - $33 an hour plus an annual bonus #LI-RB1 #LI-Hybrid You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Benefits start Day 1. Your wellbeing is important. We're committed to providing 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 a 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. 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.
    $29-33 hourly Auto-Apply 57d ago
  • Investments Operational Program Manager - Commercial Loan Servicing

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Operational Program Manager to join our Pacific Life Investments (PLI) Operations team in Newport Beach, CA. As a PLI Operational Program Manager, you'll play a key role in Pacific Life's growth and long-term success by overseeing a two-person team responsible for providing support to our Real Estate Portfolio Management team along with supporting other operational programs within PLI . You will fill an existing role that sits on a team of 6 people in the corporate division. Your colleagues will include fellow managers and professionals from operations and project management teams. How you'll help us move forward: Manage the Operations Support Analysts responsible for spreading financial statements for our Pacific Life commercial real estate portfolio Training and Collaboration - Deliver comprehensive training, foster collaboration, and maintain clear communication with the Pacific Life Real Estate Portfolio Management team to enhance overall team performance. Monitor all necessary management reporting prior to established deadlines. Assist and participate in department-related projects (e.g. onboarding new third-party investments and onboarding official documents across all PLI asset classes). Support key PLI operational programs including research, analysis and reporting. Partner with the Sr PLI Operational Program Analyst role to monitor portfolio trends to ensure meeting pledging benchmarks. Work with external program partners to continue to qualify and grow pledging population to support PL liquidity and investment needs. Develop processes and plans to implement solutions for new and existing programs for PLI. Work independently to explore new functionality within Real Estate's mortgage loan servicing system and make recommendations for use by internal teams. Once recommendation is made, work with internal teams to implement new functionality. The experience you will bring: Bachelor's degree in accounting, real estate or similar required 5+ years of related experience, including some leadership experience Adept analytical, critical thinking, and problem-solving capabilities Excellent communication and interpersonal skills Working knowledge of Microsoft Office suite of products What will make you stand out: Ability to work independently Working knowledge of commercial mortgage loan servicing You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Benefits start Day 1. Your wellbeing is important. We're committed to providing 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 a 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. #LI-RB1 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. $100,530.00 - $122,870.00 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.
    $100.5k-122.9k yearly Auto-Apply 28d ago
  • Associate Actuary, ASA (Rotation Program)

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 talented Actuarial professionals for our internal rotation program at Pacific Life in Newport Beach, CA or Omaha, NE. This opportunity follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, you will be required to relocate. We offer comprehensive relocation assistance. As an Associate Actuary with an ASA credential, you will automatically be enrolled in our Student Actuarial Rotation Program. The purpose of the Program is to develop and broaden the skills, knowledge, and breadth of experience of actuaries across Pacific Life. ASA actuary students typically rotate every 2 years to provide exposure to multiple functional areas, products, and technologies. The Actuarial Student Program provides competitive benefits designed to encourage and assist with progress toward the Fellowship designation including paid study time, expense reimbursement for registration fees and study materials, along with special bonuses and raises associated with passing exams and modules. How you will make an impact: Actively pursue the FSA credential by participating in the Student Actuarial Rotation Program Perform analyses to assess and manage risk associated with insurance and other financial products & instruments Analyze and provide counsel to business leaders regarding the economic and financial costs of risk and uncertainty for the business Use knowledge of advanced statistical analysis, predictive modeling analytics, financial accounting, and/or actuarial research to develop, test, and validate models used in business decisions. Monitor and analyze laws and regulation developments applicable to functional area operations Consider internal and external statistical trends, factors, issues, and data impacting results as well as the company's business goals and strategies in analyses, recommendations, and/or decisions. The experience you bring (required): Bachelor's degree in Actuarial or a related field ASA designation in pursuit of FSA Applies advanced actuarial concepts and analytical techniques to design, build, and interpret complex models for life insurance products, providing insights that influence business decisions and improve financial outcomes. What makes you stand out: 4+ years of direct actuarial experience Gameplan to obtain the FSA designation Demonstrated technical depth by explaining trends and downstream impacts, taking ownership of processes (not just tasks), and applying in-depth knowledge in actuarial topics. Specific examples of decision-making through sound analysis, reasonability checks, and clear articulation of how work impacts overall financial and business outcomes. Intentional communication with diverse stakeholders, tailoring messaging for different audiences and representing team interests while building cross-functional relationships. Proactive processes improvements by-way-of identifying automation opportunities, recommending workflow enhancements, and challenging the status quo to optimize outcomes. Experienced strategic agility by adapting quickly to changing priorities, foreseeing future problems, and designing solutions that align with team and enterprise goals. 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. Omaha, NE salary range Associate Actuary: $105,120 - $128,480 - ASA Designation Newport Beach, CA salary range Associate Actuary: $121,770 - $148,830 - ASA Designation You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Your Benefits Start Day 1 Your well-being 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. 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.
    $121.8k-148.8k yearly Auto-Apply 50d ago
  • Senior Financial Reporting Accountant II

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Senior Financial Reporting Analyst II to join our Investment Accounting and Reporting team in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Senior Financial Reporting Analyst II, you'll move Pacific Life, and your career, forward by being responsible for the financial reporting and compliance of mortgage loan and real estate investments for Pacific Life and subsidiaries. You will fill an existing role that sits on a team of four people in the Corporate Accounting division. Your colleagues will include financial reporting professionals. How you'll help move us forward: Prepare monthly/quarterly/annual reporting (GAAP, STAT & Tax) for mortgage loan, real estate property and fund investments held by Pacific Life and subsidiaries in accordance with established guidelines and deadlines. Perform the Variable Interest Entity (VIE) Consolidation Analysis for all new mortgage loans (debt investments), RE Equity investments, RE Funds, CMBS transactions; continually monitor all REI investment portfolios for Reconsideration Events (i.e. refinances, TDR's, changes in borrower structures); prepare analysis memos in a clear, logical and concise manner; research and collaborate with Corporate Accounting Policy team as needed. Perform research and prepare analysis memos on complex accounting issues that arise and are pertinent to real estate investments as needed. Actively participate and/or lead projects that support innovation through automation and streamlining of workflows and/or help ensure complete and accurate financial and management reporting. Lead the on-boarding of new 3rd party mortgage loan portfolios and on-going maintenance of existing 3rd party mortgage loan portfolios. The experience you bring: 8+ years of experience and/or 4-year degree or equivalent experience Strong knowledge of GAAP and Stat financial statement reporting Strong proven computer skills - excel spreadsheets, macros, complex formulas Strong organizational, written and communication skills; able to work independently with minimal guidance; act as a resource for colleagues with less experience What makes you stand out: CPA Strong experience in financial reporting for mortgage loan and real estate investments Strong technical skills using pertinent tools - wdesk, peoplesoft, alteryx, Power BI, report writing You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 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. $121,770.00 - $148,830.00 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.
    $121.8k-148.8k yearly Auto-Apply 60d+ ago
  • Commercial Lines Account Manager I

    Marsh & McLennan Companies, Inc. 4.8company rating

    Marsh & McLennan Companies, Inc. job in Irvine, CA

    Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Build and maintain key client and carrier relationships by phone, email, and in person. * Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals. * Lead the client service team in service activities related to administration, billing, claims issues, and problem solving. * Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner. * Continually seek cross-sell opportunities and suggest new lines of coverage. * Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options. * Lead the marketing of accounts of smaller, less complex accounts. * Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client. * Manage the implementation process; prepare and deliver all applicable forms to client. * Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients. * Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients. * Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur. * Mentor team members. * Other duties and responsibilities as requested by management. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's degree or equivalent education and related training. * 1-2 years of relevant insurance industry experience. * Appropriate insurance license(s). * Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems. * Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale. * Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite. * Ability to travel, occasionally overnight. Preferred Qualifications: * Advanced degree. * Certification in field of endeavor. * Experience with Requests for Proposal. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: * Generous time off, including personal and volunteering * Tuition reimbursement and professional development opportunities * Hybrid Work * Charitable contribution match programs * Stock purchase opportunities To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: ************************ For information on careers visit: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * **************************************** * ****************************************************** * ************************************ * ********************************** * ***************************** Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $49,000 to $91,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $49k-91.3k yearly 60d+ ago
  • Manager, Fixed Income Operations

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Manager, Fixed Income Operations to join our Investment Operations team in Newport Beach, CA. As a Manager of Fixed Income Operations, you'll play a key role in Pacific Life's growth and long-term success by overseeing a team responsible for the seamless settlement, processing, and reconciliation of trades across a wide range of fixed income securities. You will lead efforts to ensure operational excellence, mitigate risk, and drive strategic initiatives and process improvements across the investment lifecycle. How You'll Help Move Us Forward Manage a team of professionals, providing mentorship, coaching, and performance oversight. Adapt team priorities and plans to address service and operational challenges Provide operational guidance to employees and stakeholders across business areas. Oversee trade lifecycle processes: trade matching, confirmation, exception resolution, and settlement. Coordinate with broker-dealers, custodians, agents, legal counsel, and internal teams to ensure timely and accurate trade settlement. Lead asset transitions. Oversee team's Trade and Security Master reconciliations. Collaborate with front office teams (traders, credit analysts) to resolve trade-related issues. Partner with Accounting, Compliance, and Audit teams to uphold internal controls and best practices. The Experience You Bring: 7+ years of experience in fixed income investment operations or middle office roles within asset management, hedge funds, or investment banking. Minimum of 4 years leading a team. Bachelor's degree in Finance, Accounting, or equivalent work experience. In-depth understanding of investment operations, trading workflows, and regulatory requirements. Expertise across asset classes including ABS, Corps, CLOs Creative problem-solving mindset and ability to think critically. Excellent verbal and written communication skills. Self-motivated, organized, and capable of managing multiple priorities with minimal supervision. Technological fluency to effectively communicate with IT teams regarding system issues and enhancements. Proficiency in: Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office Suite You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 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. $148,230.00 - $181,170.00 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.
    $148.2k-181.2k yearly Auto-Apply 60d+ ago
  • Senior Fixed Income Investment Operations Analyst

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration. How you'll help move us forward: Perform daily reconciliation of Security Master data across internal and external systems. Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms. Research and resolve discrepancies between trading and accounting systems. Leverage querying tools to extract and analyze targeted security details. Run automated validation checks to identify and address data quality issues. Create and maintain reports to identify missing or inconsistent data. Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy. Produce timely and accurate 'gold-copy' investment data across assigned domains. Execute and analyze daily and periodic data quality control queries. Troubleshoot and resolve data feed issues, escalating when necessary. Support regulatory and internal reporting requirements. Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency. Conduct root cause analysis of data errors and implement corrective actions. Develop deep knowledge of assigned funds and securities to support global operational processes. Participate in system testing, monitoring, and project-related activities. Create, maintain, and enhance procedures and workflows to support data integrity and compliance. Monitor end-of-day processing to ensure accurate data flow to downstream systems. Provide support for ad hoc requests and coverage for team responsibilities as needed. The experience you bring: 5+ years of experience in investment operations or other investment-related role Hands on experience maintaining and reconciling Security Master data College degree in finance, accounting, or equivalent work experience. Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite Proficiency in data querying tools (e.g., SQL, Python, Excel). Substantial experience with trading platforms, investment accounting systems, and custodian data feeds. Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills with the ability to collaborate across teams. Demonstrate ownership and accountability for data accuracy and integrity. Work effectively across departments and with external partners. Manage multiple priorities and adapts to changing business needs. Ensure high-quality outputs and thorough analysis. What will make you stand out: Experience with data governance frameworks and data quality initiatives. Familiarity with regulatory reporting requirements. Knowledge of data visualization tools (e.g., Power BI, Tableau). Project management experience including documenting requirements Expertise in Corporate Action Events You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 #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. $48.33 - $59.07 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.
    $102k-169k yearly est. Auto-Apply 60d+ ago
  • Application Development Manager, Group Benefits

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Application Development Manager, Group Benefits to join our Workforce Benefits Division in Newport Beach, CA or Omaha, NE. Relocation Assistance may be provided. Reporting to the AVP, Product Group Technology Leader, the Application Development Manager, Group Benefits, will be instrumental in building and optimizing the back-end of our administration system, a core insurance platform providing quoting, underwriting, billing, and claims for dental, vision, disability, and life products. Leveraging over eight years of experience in Java development, the Application Development Manager will ensure smooth performance, high security, and effective integration of back-end systems to meet the needs of internal teams and external users. This role will collaborate with front-end developers, UX/UI designers, and business stakeholders, and play a critical role in creating a high-quality, scalable, and secure environment. This person will lead a team of several developers and contractors. How you'll help move us forward: Leadership and Architecture: Collaborate with product management, business, and technology to set the architecture and strategy for technology products including back-end applications, user interfaces, data and reporting, and workflows. Back-End Development: Lead the design, development, and optimization of Java-based back-end services within the insurance platform, supporting our configuration-focused environment. System Integration: Collaborate with front-end developers, UX/UI designers, and business stakeholders to ensure seamless integration across all systems. Technical Leadership: Set and instill best practices for secure, scalable applications including requirement development process, architecture and coding principles, governance, quality assurance, and release standards, and security frameworks. Management: Provide mentorship to developers and set goals for internal employees and perform reviews. Lead hiring and identification of appropriate full-time and contractor resources and manage budgets. Microservices & API Development: Design and implement microservices and RESTful APIs to support secure, efficient integrations. Performance Optimization: Monitor and address performance bottlenecks, ensuring optimal system response times and scalability. Problem Solving: Build out designs and solutions for complex business needs. Lead troubleshooting efforts and drive continuous improvements in back-end development processes. The experience you bring: Education: Bachelor's degree in Computer Science, Mathematics, Technology Engineering, or a related field. Experience: 8+ years in Java-focused back-end development, with strong knowledge of API and RESTful services. Industry Background: 8+ years experience building technology solutions in Group Benefits insurance or financial services industry required. Version Control: Proficient in Git for version control. Tools Knowledge: Experience with business rule and workflow tools like Kraken, OpenL, and Flowable is preferred. 3+ years Supervisory experience Required Travel of up to 10% will be required to locations for Program Increment Planning, leadership and technology team meetings. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-KP1 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. $148,230.00 - $181,170.00 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.
    $148.2k-181.2k yearly Auto-Apply 57d ago
  • Business Insurance Sales Internship

    Marsh & McLennan Companies 4.8company rating

    Marsh & McLennan Companies job in Aliso Viejo, CA

    Company:Marsh McLennan AgencyDescription: Marsh & McLennan Insurance Agency LLC (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA is the 9th largest insurance broker in the United States with annualized revenues of approximately 1.5 billion. Position Profile and Summary: The internship is a full time position lasting approximately mid-June through beginning of August (8 weeks). Interns are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. The Marsh & McLennan Insurance Agency LLC Sales Intern Program is designed to prepare individuals to progress into a sales position upon graduation. Sales Interns will build the skills and knowledge needed to do so by working closely with their mentor and their mentor's team, attending training sessions, and completing projects. Sales Interns will work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Essential Duties and Responsibilities: As a training position, there are similarities between all Sales Intern's day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and Associates. Attend training sessions on the different departments within MMA and the insurance industry. Assist with the research and development of sales presentations and preparations for client meetings. Assist in performing day-to-day administrative duties. Job shadow in meetings and client visits. Demonstrate mastery of learned knowledge when performing duties such as: Researching potential sales prospects, cold calling prospects to determine interest level in discussing brokerage services, etc. Education and/or Experience: Undergraduate within 1-2 years of graduation, working toward a Bachelor's degree preferably in a business related field of study, and with a competitive academic standing. Proficiency with personal computers and Microsoft Office applications (primarily Word, Excel and PowerPoint) with the ability to operate standard office equipment is required. Strong interpersonal skills to establish rapport with prospective and existing clients and internal associates. Results oriented with demonstrated skill in organizing resources and establishing priorities. Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form. Ability to work semi-autonomously in a fast paced environment. Professional experience in sales or client service environment preferred. Work Environment and Physical Demands: Ability to use computer keyboard and sit in a stationary position for extended periods. Work is performed in a typical interior/office work environment. Occasional travel to client sites within driving distance of the workplace. The applicable hourly rate for this role is $20.00.
    $20 hourly Auto-Apply 22d ago
  • Operations Project Analyst

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented project analyst to join our Operations Project Team in Newport Beach, CA or Omaha, NE. • This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a project analyst you'll move Pacific Life, and your career, forward by independently leading foundational level Operations projects, as assigned, across both Annuity and Life lines of business. You will fill an existing role that sits on a team of 14 people in the CMD division. Your colleagues will include fellow project professionals that work independently and collaboratively across multiple locations. How you'll help move us forward: Project Initiation and Implementation: Initiate project within Project Management tools; facilitate kick-off meetings with all identified stakeholders and Sponsors to clearly define project roles, scope and objectives, timeline, cost, and project plan. Independently lead and facilitate productive planning sessions/meetings as needed to achieve the above; Create, maintain, and monitor project plan and roadmap as applicable. Independently lead and facilitate productive sessions with external stakeholders like Technology, Compliance, etc. to clarify queries or remove impediments impacting the project. Develop approaches and solutions, using a collaborative team approach with key stakeholders; develop needs assessments and cost-benefit analysis in support of proposed solutions. Coordinate implementation plans to minimize impact to department workflow and to ensure deliverable can be well-sustained by impacted teams after rollout. Partner effectively with manager and team to gain and apply feedback, insight and direction on project approaches and challenges. Identify, manage, and track project and operational risks, issues, and dependencies impacting project scope and schedule. Work closely with Operations teams and SMEs to develop thorough business requirements. Partner with Ops and external business partners to determine how change(s) will fit into existing business processes, whether existing processes require modification, or if new processes need to be stood up. Communication: Independently lead and facilitate productive planning sessions/meetings with all internal and external business teams and SME's as needed to achieve the above. Independently facilitate effective meetings with Sponsor and stakeholders, driving successful decisions and outcomes. Present clear and concise progress/status updates in project reviews and proactively to various leadership levels within the organization as needed. Communicate key changes in scope, schedule, and/or cost, as well as project and operational risks, in a timely manner to the sponsor, Project Team, and leadership team. Utilize Operations experience to ask appropriate questions, ensuring business requirements and newly proposed process are thorough and complete. Develop clear and concise announcements to Ops teams for project deployments/updates. Documentation: Ensure agenda and minutes are clear and concise for all meetings and shared promptly with attendees. Update project management tool with all relevant project artifacts and details; include all relevant details, and ensure documentation is easy to comprehend, and identifies and addresses impact to all Operations teams. Create technology demands as needed for the project, following key guidelines for submission. Partner with Training and Documentation to coordinate updates to documentation, SOPs, and Job Aids, ensuring project objectives, impacts and action to be taken are appropriately reflected. Closure: Obtain customer acceptance and feedback after project closure. Resolve post-implementation questions in a timely and thorough manner. Document and share lessons learned and best practices with Manager and team. Finalize all the project activities and closes/archives the project in Project Management tools. Partner closely with IT to scope, prioritize, and deliver remaining inforce/residual (“Day 2”) scope after initial project launch. Drive a positive service experience with internal and external business partners; Receive positive feedback from project stakeholders and leaders regarding responsiveness, follow through, communication, and ability to successfully implement project with minimal disruption to impacted team. Self-Development: Meet target deadlines for Performance and SMART goal check-ins and evaluations. Collaborate with Manager, peers and business partners to seek feedback and identify opportunities to further develop core skills and “Focused Professional Competencies” within leadership attributes. Actively grow knowledge in core areas of Operations processes and systems to expand breadth of support. Come prepared for coaching sessions and follow through on action plans. Stay current on Operational changes to best support business. The experience you bring: Preferably 4+ years within the financial services industry (or comparable equivalent), with experience in a highly service-focused, financial services Operations environment. Demonstrated desire to deliver a stellar service experience to both internal and external customers. Familiarity with basic project management approaches in Operations. Strong communication skills, including ability to facilitate effective meetings, drive positive outcomes, and proactively and collaboratively address challenges with a variety of stakeholders, including leaders. Adept at managing time to oversee multiple processes and meet multiple deadlines. Able to work in a fast-paced environment with consistently changing priorities, remaining highly organized with an emphasis on accuracy and timeliness. Demonstrated problem solving and critical thinking skills; Ability to anticipate, identify and overcome impediments to project success. Ability to work collaboratively with all levels of individuals. Able to work independently under minimal supervision. What makes you stand out: 4-year degree or equivalent combination of work and experience. Broad knowledge of CMD Operations organization, products, systems, and processes preferred You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-RB1 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. $39.81 - $48.65 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.
    $63k-93k yearly est. Auto-Apply 14d ago
  • VP, Chief Information Officer, Investments

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented VP, Chief Information Officer (CIO), Investments to join our Investments Technology team in Newport Beach, CA. As a CIO, Investments, you'll move Pacific Life, and your career, forward by serving as a transformative technology leader responsible for modernizing and integrating the investment technology landscape. You will support Pacific Life Investments and partner with Finance & Actuarial and Risk Management to deliver innovative, scalable, and analytics-enabled solutions that drive business growth, operational excellence, and continuous innovation. You will fill a new role that sits on a team of technology and investment professionals in the Investments division. Your colleagues will include technology leaders, data engineers, and investment operations professionals, all collaborating to transform and modernize our investment technology environment. How you'll help move us forward: Lead Technology Modernization: Develop and execute a strategy to modernize investment technology, replacing legacy platforms and reengineering manual processes with integrated, automated solutions to support scalability. Drive Platform Integration: Collaborate closely with key partners to select and integrate new external platforms (portfolio management, trading, risk, analytics) and lead the development and execution of integration plans to ensure seamless workflows across the organization. Rationalize Applications: Eliminate redundancy and reduce technical debt by rationalizing applications. Data & Risk Analytics Enablement: Architect and implement a centralized data platform for investment data, ensuring quality, integrity, and accessibility. Enable advanced risk analytics and scenario modeling for research, strategy, and performance monitoring. Operational Excellence & Risk Management: Maintain reliable, secure, and compliant technology operations. Oversee IT governance, risk management, and cybersecurity for investment platforms and data assets. Vendor & Partnership Management: Evaluate, select, and manage technology vendors and service providers in partnership with Procurement, Finance & Actuarial, and Risk Management. Negotiate contracts and partnerships to support technology strategy and long-term objectives. Build & Lead High-Performing Teams: Attract, develop, and retain talent in investment technology, data engineering, and analytics. Lead a team capable of executing modernization and supporting ongoing innovation. The experience you will bring: Senior IT leadership experience in investment management, asset management, or financial services, with a track record of technology transformation. Deep knowledge of investment technology platforms, data architecture, and analytics. Proven ability to deliver integrated end-to-end solutions for complex investment processes. Strong vendor management, negotiation, and partnership skills. Excellent leadership, communication, and change management abilities. Bachelor's degree (or equivalent experience) in Computer Science, Engineering, Finance, or related field. What makes you stand out: Experience implementing platforms such as Blackrock Aladdin or Bloomberg MARS. Advanced degree in a relevant field. Demonstrated success in leading large-scale modernization initiatives. Experience fostering a data-driven culture and democratizing analytics tools. Base salary range: $240k - $295k You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-DD1 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.
    $240k-295k yearly Auto-Apply 17d ago
  • Operations Business Services Associate

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 several talented Operations Business Services Associates within the Consumer Markets Division (CMD) in our Omaha, NE or Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As an Operations Business Services Associate, you'll move Pacific Life, and your career, forward by providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners using knowledge of the company's annuities and life insurance products. You will play a key role in supporting our Inforce Processing or Advisor Services teams. As part of the Inforce processing team, you will provide post-policy or contract issue support by processing incoming requests for life insurance policies and annuity customers, working directly with clients via phone to resolve financial and non-financial transaction requests that are not in good order. The team ensures service excellence by meeting production benchmarks, maintaining professional communication, and accurately noting outstanding requirements and updating various internal systems correctly to have an accurate client record for the life of their policy/contract with Pacific Life. Additionally, the team member will complete training to master foundational processing functions and demonstrate a strong technical understanding of procedures and their impact on clients. As part of the Advisor Services team, you will process new and existing producers contracting applications/licensing, appointments, licensing data, continuing education, and/or errors & omissions to align with the regulations of Department of insurance, company guidelines, and department service level agreements. You will effectively communicate with licensees, regulatory agencies, compliance/legal, and field offices to obtain required supporting documents and obtain appropriate signatures to facilitate request. High attention to detail is critical when analyzing high volume contracts and ensuring contracts are in good order. How you'll help move us forward: Process 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. Process and ensure producer applications, licensing requirements, and continuing education are in good order. Communicate effectively with team members, internal stakeholders, and customers 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 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 can 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: 0-2+ years of experience in a customer service and/or operations focused role 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 Experience within the financial services industry Compensation: Starting hourly rate will be based on your experience and location Omaha, NE: range is between $18.00 - $21.00 per hour plus an annual bonus Newport Beach, CA range is between $21.0 - $24.0 per hour plus an annual bonus You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-RB1 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.
    $18-21 hourly Auto-Apply 44d ago
  • Sr IT Solutions Analyst

    Pacific Life 4.5company rating

    Newport Beach, CA job

    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 a talented Senior IT Solutions Analyst to join our Workforce Benefits Technology team. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters / modern Omaha office. This position will be reporting to the Principal Data Engineer and will be responsible for the design and delivery of integrated data solutions that support the Workforce Benefits Division. The role focuses on creating and maintaining data marts, data models, and translation processes to enable secure, scalable, and efficient data integration from multiple internal and external sources. These solutions will provide trusted, unified data for Finance, Actuarial, Pricing, Underwriting, Claims, and other business functions. The Senior IT Solutions Analyst will collaborate across teams to define business and technical requirements, establish robust data processes, and develop solutions that ensure fast, reliable access to structured and semi-structured data assets for analytics and decision-making. How you'll help move us forward: Partner with data architects, analysts, engineers, and stakeholders to understand data requirements and deliver solutions Document technical requirements - serve as the liaison between the business and technology regarding new business solutions or enhancements to existing business solutions. Responsible for collaborating with all levels of business and technology teams Create low-level design artifacts, including mapping specifications Lead requirement gathering sessions and ticket refinement meetings, translating business needs into clear technical requirements Apply SQL and Python to perform data analysis, design efficient data views, and develop automated solutions to optimize workflows and reporting Participate in code reviews to ensure standards and best practices Use the Agile Framework to organize, manage and execute work Demonstrate adaptability, initiative and attention to detail through deliverables and ways of working The experience you bring: Bachelor's degree in computer science, information systems, mathematics, analytics or related field. Strong SQL and Python scripting skills Experience with data modeling and database design principles Experience with modern data pipeline architectures and ETL/ELT processes Experience with data analysis, reporting tools, and translating business requirements into technical specifications Knowledge of data quality concepts and implementation approaches Experience in agile methodologies. Effective communication & facilitation; both verbal and written Team-Oriented: Collaborating effectively with team and stakeholders Analytical Skills: Strong problem-solving skills with ability to break down complex data solutions What makes you stand out: Experience working with Azure Dev Ops (ADO), Build and Release CI/CD pipelines and orchestration Experience working with AWS, Snowflake, DBT Experience with automation, scripting, and testing in data delivery environment Financial Services/Group Insurance domain knowledge Experience working with semi-structured data You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Benefits start Day 1. Your wellbeing is important. We're committed to providing 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 a 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. 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. $110,700.00 - $135,300.00 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.
    $110.7k-135.3k yearly Auto-Apply 23d ago
  • Director, Software Engineering in Test (SET)

    Pacific Life 4.5company rating

    Newport Beach, CA job

    Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and technology to support a superior customer experience. We are actively seeking a talented Director of Software Engineering in Test (SET) to join our Pacific Life Technology team. This new role will report to the VP, Engineering Excellence. The role is based in Newport Beach, CA (hybrid), and works with a diverse group of business and technology leaders ensuring delivery teams have the direction and tools needed for success. As a Director of Software Engineering in Test within Pacific Life Technology, you will play a key role in Pacific Life's growth and long-term success, developing and executing upon the overall strategy and roadmap for the ecosystem of technology driving quality assurance engineering excellence across Pacific Life. The Director of Software Engineering in Test does more than test software. Principally, they embrace the "automate everything" philosophy and function well in changing environments along with driving ‘quality by design' as a central tenet of software development at Pacific Life. They take the lead in performance and security testing to build resilient systems and use automated and manual testing to efficiently test system functionality without compromising quality. This leader is a champion of engineering excellence at Pacific Life, owning and driving best-in-class quality engineering activities, processes, and people across the organization globally. In addition, they establish and advance software engineering in test (SET) practices, ensuring that testing is an integral part of the development lifecycle by embedding test automation and quality checks within the software engineering process. The Director also leverages AI to provide intelligent automation for QA and SET approaches to accelerate defect detection, optimize test coverage, and continuously improve testing efficiency and effectiveness, keeping Pacific Life at the forefront of technology-driven testing and quality assurance How you will make an impact: Standardization & Automation Engineer and maintain automation frameworks that support both manual and automated testing, integrating best practices from software engineering in test (SET). Lead the development of standardized testing frameworks and environments to enable functional, integration, system, and scale testing across PL Engineering Ensure performance and quality products are in line with best practices and standards on testing, engineering excellence and quality management, and evaluate emerging trends for potential implementation QA Enablement & Engineering Culture Foster a federated engineering culture that empowers teams through centralized solutions for standardized SET and QA practices and tools. Drive mindshare and collaboration for efficiency via reusability and knowledge sharing. Champion communication to validate and clarify context and alignment across engineering teams. Champion quality, driving increased efficiency and effectiveness while partnering with enterprise programs to develop test strategies, benchmark and monitor team performance, and assist teams in solving problems Ensure software engineering standards and practices related to quality are ingrained in all design and development Prioritize and deliver iteratively in a continuously changing environment Work with Operations to set practices, policies, processes, frameworks to run tests in production environments after deployment AI-Assisted QA and SET Engineering Advance the adoption of AI-powered testing practices, including agent-based automation for test generation, code reviews, incident triage, and self-healing test frameworks. Experiment with and deploy AI/ML-driven solutions to analyze legacy applications, optimize test coverage, and orchestrate SDLC workflows with minimal human intervention. Lead the transition from basic automation to intelligent, adaptive assurance, leveraging AI maturity models to guide strategic transformation. Quality Metrics & Continuous Improvement Establish and report on common quality engineering OKRs, leveraging data-driven insights for continuous improvement. Define and track metrics for SET and QA health, adoption of new processes, and effectiveness of automation and AI tools. Promote a culture of continuous learning and process enhancement, including the evolution of GenAI tools and agents. Strategic Leadership & Business Alignment Align QA/SET strategies with business objectives, focusing on outcomes that deliver consistent, predictable quality and enable rapid, reliable releases. Collaborate with cross-functional teams to shape engineering decisions based on testability, security, and compliance. Lead the adoption of innovative approaches to measuring test effectiveness, including AI-driven analytics and predictive modeling. Partner with other senior leaders to set and adopt quality standards to PL Engineering practices The experience you will bring: 12+ years of experience leading best practices in Software Engineering in Test and Quality assurance process. SME in testing strategy and standards and applied automation to testing practices SME in implementing and driving adoption for BDD/TDD testing approaches. Applies expertise as an exploratory / hands-on tester using a variety of platforms and testing approaches in leadership setting; becoming the status quo for code review, quality assurance, and best practices Has hands-on prior experience with manual acceptance testing at the story level, exploratory and creative testing, and sprint cycles and applying learnings at-scale in leadership role at a large institution Builds strategy for hidden requirements, edge cases, and a "want to break" mentality Has expertise developing automated end-to-end testing and quality management, as well as knowledge of testing frameworks and tools such as Playwright, Selenium, Cypress, Jmeter etc. Strong experience in development with Java, Python and JavaScript. Experience building out a performance, load and stress testing practice Subject matter expert in Software Engineering in Test with hands on experience and understands of agile and DevOps practices and principles Experience managing a global team; ability to build, motivate and develop a deeply talented team of quality-minded engineers Ability to foster an environment of mutual respect with the shared mission to modernize technology for the modern workforce Strong communication skills: can communicate complex technical concepts and align organization on decisions that will set the tone for engineering practices, quality, and frameworks at Pacific Life Sound problem-solving skills: can quickly process complex information and present it clearly and simply What will make you stand out: Experience working in the financial services industry (insurance industry a plus) Extensive knowledge and experience of Quality Assurance and Software Engineering in test principles, methodologies, testing tools and framework in Software/SaaS environments on cloud and on-premises Confidently understands and can lead teams on improving their engineering practices towards excellence Is passionate about technology and Gen AI and excited about the impact of emerging / disruptive technologies Believes in a culture of transparency and trust and is open to learning new ideas outside scope You belong at Pacific Life At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at ****************************************************************************************** #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. $180,180.00 - $220,220.00 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.
    $180.2k-220.2k yearly Auto-Apply 30d ago
  • Business Insurance Service Trainee

    Marsh & McLennan Companies 4.8company rating

    Marsh & McLennan Companies job in Aliso Viejo, CA

    Company:Marsh McLennan AgencyDescription:Summary This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. Essential Duties & Responsibilities As a training position, there are similarities between trainees' day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates. Respond to departmental requests for administrative assistance with the following: Create Word documents and Excel spreadsheets. Assist in maintaining files and records in eMMA Set up client shells in Sagitta. Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed. Daily Download Department mail from Insurance Carrier Websites. Sort, scan and distribute via ImageRight Tasks mail and communications daily. Handle special projects as assigned. Process Loss Run reports. Request loss runs based on monthly reports and in accordance with the carrier's requirements. Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system. Inform Client Administrator/ Manager if the loss run will be delayed. Process Rush requests as needed. Establish and maintain effective working relations with other associates. Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities. Communicate system or process related problems to supervisor. Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered. Enrollment in AIS or AINS designation course. If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement. Education and/or Experience Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required: A bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required. Proficient with Microsoft Office software (Word, Excel, and Outlook). Successful work history demonstrating reliability and a positive attitude. Demonstrated ability to prioritize tasks, and set and achieve goals. Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form. Attention to detail and an appreciation for a job well done. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. #MMAwest #LI-DNI #MMABI The applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $35.6k-66.2k yearly Auto-Apply 10d ago

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