Platform Technology Lead - Data Operations
Pacific Life job in Newport Beach, CA
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 Platform Technology Lead, to join our team in Newport Beach, CA or Omaha, NE. Relocation Assistance may be provided.
As a Platform Technology Lead, your primary responsibility will center on data operations within our SaaS Policy Administration platform and its supporting systems. You will oversee the management, integrity, and optimization of data flows across multiple domains-ensuring data accuracy, quality, and availability. The role involves monitoring and maintaining data pipelines, troubleshooting issues, and fostering seamless data integration between billing, claims, customer management, and reporting systems. You will collaborate closely with technical delivery teams, business units, and vendors to support frequent data-related requests and to uphold compliance with industry standards. The ideal candidate will possess strong experience in data service delivery, demonstrate expertise in resolving incidents and performing root cause analysis, and be proficient at documenting processes and solutions. By championing robust data operations, you will play a vital part in supporting platform reliability, regulatory adherence, and an exceptional user experience.
How you'll help move us forward:
Monitor, troubleshoot, and escalate data pipeline issues; perform root cause analysis.
Set up and maintain monitoring dashboards, alerts, and respond promptly to ensure uptime.
Manage job schedules, dependencies, and coordinate fixes with engineering teams.
Oversee user access, permissions, and audit logs for security and compliance.
Investigate and resolve data quality issues; communicate with stakeholders and track recurring problems.
Maintain documentation, runbooks, and onboarding materials for incident response and knowledge sharing.
Coordinate, validate, and monitor platform/data changes; communicate updates or rollbacks.
Provide user support, respond to queries, communicate outages, and deliver training.
Support audits and compliance by maintaining documentation and tracking metrics.
Use SQL, Python, Tableau, Snowflake, and automation tools to improve operations.
Enforce data governance standards and document methodologies for transparency.
Work with internal and external teams for secure, scalable integrations and data flows.
Enhance observability and proactively address data issues using Splunk, Grafana, and DataDog.
Identify and implement improvements for reliability, latency, and cost-efficiency.
Partnering with data architects, analysts, engineers, and business stakeholders to understand data requirements and deliver solutions in an effective manner.
Align data operations with business strategy through close collaboration with leaders, delivery teams, and vendors.
Build scalable & reliable solutions with robust security, quality, performance and governance protocols
Deliver solutions aligned with modern target state architecture and cloud-based technologies
Create and maintain high-level and detailed design artifacts that support data engineering solutions
Lead creation and maintenance of automated and scalable test, build and deploy workflows aligned with modern CI/CD practices
Promoting a culture of continuous improvement and agile methodologies.
Lead code reviews to ensure data engineering standards and best practices are followed
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, or related field
5+ years of experience in data operations, with at least 3 years in a lead capacity
Deep understanding of SaaS platforms, data architecture, and integration frameworks
Experience with data governance, compliance, and security best practices
Ability to support non-business hours for major incidents
Proficiency in ETL/ELT and big data tools
Proficiency in tools such as Snowflake, PostgreSQL, ADO, Control-M, Splunk, SQL, Python, and CI/CD frameworks
Proficiency in development languages such as JSON, Python, SQL and Java
Experience with AWS Services
Strong analytical, problem-solving, and communication skills
Vendor management
What makes you stand out
Expertise with EIS or equivalent policy administration systems, demonstrating advanced knowledge beyond general platform or data operations.
Hands-on experience in Agile or SAFe environments, contributing to dynamic and adaptive team cultures.
Proven ability to influence and lead cross-functional teams, especially within complex, matrixed organizations.
Prior work experience in the insurance or workforce benefits industry, bringing industry-specific insights and best practices.
Strong vendor management skills, ensuring successful partnerships and optimized external resource utilization.
Exceptional communication skills, allowing the candidate to bridge technical and business audiences effectively.
Demonstrated leadership in high-impact operational roles, especially with direct accountability for data governance, compliance, and security.
Advanced proficiency in critical tools and technologies such as Snowflake, MuleSoft, Splunk, SQL, Python, and CI/CD frameworks.
A track record of solving complex analytical and technical challenges with innovative solutions.
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.
$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.
Auto-ApplyInvestments Operational Program Manager - Commercial Loan Servicing
Pacific Life job in Newport Beach, CA
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.
Auto-ApplySr Employee Relations Specialist II
Pacific Life job in Newport Beach, CA
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 Employee Relations Specialist to join our People organization. This role will report into our AVP, Employee Relations and will be located in Newport Beach, California. The role has a U.S. case focus but there are learning opportunities to grow international experience.
In this role you will serve as a neutral party to investigate and facilitate the resolution of concerns of employees and managers, involving allegations of unfair treatment, discrimination, harassment and retaliation. The ideal candidate will need to have significant experience operating in a fast-paced and customer service environment and possess a strong skill set.
How you'll help move us forward:
Manage a caseload of workplace conflict, employee concerns and involuntary terminations, working both autonomously and with others, including HR Business Partners, Legal, key stakeholders, managers and employees.
Provide guidance and direction to employees, managers and HR Business Partners on all matters related to employee relations.
Ensure fair and consistent enforcement of policies and practices, company values, and legal compliance and that corrective actions are handled fairly and consistently.
Use sound judgment, discretion and creative problem-solving approach to conduct investigations and ensure the timely resolution of complex employee relations issues.
Independently manage assigned casework, bringing investigations to closure timely and thoroughly.
Maintain high-quality ER documentation to support legal defensibility, trend analysis, and case consistency.
Drive team priorities and projects with well-defined outcomes.
Analyze aggregate casework data to identify issue trends and opportunities for proactive issue mitigation and risk reduction
Support the development of scalable, performance enablement tools such as templates and guidance documents.
Contribute to the development and refinement of ER policies, SOPs and governance frameworks
Facilitate ER-related training and capability-building initiatives for managers and internal HR teams
The experience you bring:
5-7 years of progressive Employee Relations or equivalent experience (HR Generalist/HRBP); including significant experience planning, conducting and documenting investigations
Bachelor's degree in Human Resources, Business Management, or related field required
Thorough knowledge of local, state and federal employment and labor laws and a sound understanding of compliance in the workplace
The ability to see situations from all perspectives and work through conflicts and sensitive employment concerns for the best possible outcome for everyone involved
Strong interpersonal skills and the ability to interact and communicate verbally and in writing effectively with leaders, employees, and key stakeholders
Strong critical thinking and analytical skills
Ability to collaborate easily across all organizations at Pacific Life
Data-driven mindset, including using data to better understand case and organizational insights
Critical thinking skills and judgment with a growth mindset
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-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.
$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.
Auto-ApplyInvestment Grade Credit Trader
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyAssociate Actuary, ASA (Rotation Program)
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyManager, Operations Advisor Management
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyOliver Wyman - Associate / Engagement Manager/ Principal - Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus)
San Francisco, CA job
Company:Oliver WymanDescription:
Job Description: Principal - Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus)
About Oliver Wyman
Oliver Wyman is a global consulting firm that helps clients solve complex problems and transform their businesses. Our Tech Innovation practice works closely with CIOs and technology leaders to shape IT strategies that drive growth, improve operations, and manage risk.
Role Overview
As a Principal focused on technical due diligence and CIO strategy, you will advise CIOs and senior leaders on important technology decisions that affect their business direction, efficiency, and risk. You will lead technical due diligence for mergers and acquisitions, assess IT operating models, and provide clear recommendations on topics like outsourcing, IT cost management, cybersecurity, compliance, and improving customer experience.
A key part of this role is understanding different IT operating models-such as centralized or decentralized-and how they affect technology teams and their collaboration with business units. You will help clients choose the right model to improve teamwork, speed, and business results.
You will also guide clients on innovation and modernization, including how to use emerging technologies like AI for business advantage, balance cost and speed when moving to the cloud, and build the right skills in their teams to keep up with new technology.
Key Responsibilities
Lead technical due diligence for acquisitions and investments, evaluating technology, development, security, and risks.
Advise CIOs on key strategy questions such as:
How much to outsource and how to manage vendors effectively.
How to show the financial impact and value of IT investments.
How to work with other executives to improve customer experience and operations.
How to manage cybersecurity and compliance risks.
Recommend IT operating models that balance agility, risk, cost, and business needs.
Help clients understand how IT operating models affect team structure and collaboration with business units.
Advise on innovation and modernization strategies, including using AI and cloud technologies wisely.
Support clients in developing and training their teams to adopt new technologies and skills.
Communicate technical findings clearly to business leaders.
Build strong client relationships and act as a trusted advisor.
Work with other Oliver Wyman teams to deliver integrated solutions.
Mentor and develop junior team members.
Sample Project Examples
Led technical due diligence for a private equity client acquiring a software company, identifying risks and integration challenges.
Helped a Fortune 500 CIO design a hybrid outsourcing model to improve innovation while controlling costs and risks.
Created a roadmap for IT cost transparency and showing IT's impact on revenue and savings.
Worked with marketing and customer teams to improve digital experiences aligned with customer goals.
Designed a cybersecurity risk program for a financial services firm to meet regulations and reduce incidents.
Guided a client through a cloud migration balancing cost control and fast deployment.
Led a talent development program to upskill IT and business teams on AI capabilities.
Required Qualifications
10+ years in consulting, technology strategy, IT advisory, or related roles focused on technical due diligence and CIO support.
Strong knowledge of IT operating models, vendor management, cybersecurity, and compliance.
Ability to lead technical assessments and explain results clearly to business leaders.
Understanding of how IT operating models affect team dynamics and business collaboration.
Experience advising on innovation, emerging tech, and cloud adoption trade-offs.
Experience designing and supporting team training and upskilling.
Skilled in working with senior executives and managing complex organizations.
Excellent communication tailored to both technical and business audiences.
Proven ability to deliver practical and impactful client solutions.
Experience across multiple industries.
Preferred Qualifications
Familiarity with cloud platforms like AWS, Azure, or GCP.
Experience in financial services, healthcare, or technology sectors.
Advanced degree in business, technology, or related fields.
About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman.
Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for the associate role is $190k to $195k.
The applicable base salary range for the engagement manager role is $225k to $240k.
The applicable base salary range for the principal role is $250K to $265K.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and 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.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyAccount Executive - Commercial Insurance
San Diego, CA job
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.
The applicable base salary range for this role is $84,700 to $180,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
#LI-DNI
#MMABI
Illustrations Applications Specialist
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyDirector, ALM Strategy and Optimization
Pacific Life job in Newport Beach, CA
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.
We're actively seeking a talented Director, ALM Strategy & Optimization to join our Pacific Life Investment (PLI) ALM team in Newport Beach, CA or Omaha, NE. This role is onsite 4 days per week and work from home 1 day.
As Director, ALM Strategy & Optimization, you'll play a key and visible role in Pacific Life's growth and long-term success by executing on strategic objectives to manage the enterprise-wide risk and competitiveness. You will lead a team of actuaries and financial professionals within Pacific Life Investments (PLI) Enterprise ALM team. You will partner closely with PLI's ALM Analytics, Hedging, and Investment strategy teams guiding the management and expansion of our $225 billion AUM through improving competitiveness, balancing risk vs. return, evaluating and leveraging real-time data to make key decisions relating to risk and competitiveness. You will report directly to the AVP, ALM Strategy and Optimization
How you will make an impact:
Motivating and leading a talented team of actuaries and cross collaborating with investment and technical professionals in continually striving to optimize Pacific Life's ALM strategy
Through the use of ALM model projections and analysis, modeling assessing ALM strategies and risk positioning across economic, GAAP and Statutory (US and BMA) frameworks
Collaborate with the AVP ALM Strategy and Investment and Product Solutions (IPS) Team in development of new capital efficient and economically advantageous ALM solutions
Effectively communicating ALM strategic analysis to key stakeholders
Monitoring, maintaining and continuously evolving ALM strategic playbooks to manage risks related to market risk exposure, investment allocation and asset transfers
Actively collaborating with teams across the enterprise including Capital Management, Liquidity, Investment, IPS, Risk Management and Valuation to develop, evaluate and challenge explicit strategic ALM decisions or decisions impacting ALM strategy
Conducting R&D on different ALM strategies, methodologies, enhancements, etc. across economic, GAAP and Statutory (US and BMA) frameworks
Supporting R&D initiatives for product development, capital management, reinsurance optimizations, asset allocation and more
Supporting development, review, and challenge of market assumptions within the assumption governance framework
The experience you will bring:
7+ years experience with thorough knowledge of life insurance business, investments, financial markets and risk management
1-2yrs of experience in:
Developing quantitative ALM or hedging strategies;
Managing and executing ALM strategies or hedge programs; or
Overseeing market risks and mitigation programs
Solid experience in financial concepts, Statutory, GAAP, economic value/capital
Experience with U.S. and Bermuda Regulatory Frameworks as they relate to ALM, a plus
Strong analytic skills to analyze market risk exposures and mitigation programs across the Enterprise
Experience with coding. specifically Python, and modeling
Ability to effectively communicate across complex financial concepts and risk management solutions to audiences with varying levels of familiarity with capital markets and actuarial concepts
Strong written and verbal communication skills to effectively represent ALM positioning and strategies
Fellow of Society of Actuaries (FSA) or Chartered Financial Analyst (CFA) and additional training on financial engineering, quantitative finance is preferred
What will make you stand out:
Experience in ALM concepts, modeling and implementation
Ability to collaborate immediately across functional areas
Experience working across diverse teams
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
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.
$198,810.00 - $242,990.00
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.
Auto-ApplySr Real Estate Portfolio Associate I
Pacific Life job in Newport Beach, CA
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 Real Estate (RE) Portfolio Associate to join our Real Estate Servicing team in Newport Beach, CA.
As a Sr. RE Portfolio Associate, you'll play a key role in Pacific Life's growth and long-term success by collaborating with your team and monitoring the performance real estate commercial mortgage loans. You will fill a role that sits on a team of 20 people in the Investments division. Your colleagues will include fellow real estate commercial loan servicing and portfolio management professionals.
How you'll help move us forward:
Monitor your portfolio's performance for potential adverse credit issues.
Provide quarterly reporting of your portfolio, including watchlist commentary.
Evaluate and make fact-supported resolution and transactional recommendations for performing and non-performing loans, for presentation to leadership and other stakeholders.
Transaction Management - Leverage subject matter expertise and industry best practice to provide analysis, recommendation, negotiation, and management of commercial real estate investment transactions (ownership restructures, property management changes, easements, payoffs, etc.).
Asset Management
Directly handle all aspects of Servicing assets including overseeing assets to maximize property performance and create value.
Implement and execute asset business plans.
Review and analyze quarterly value of each asset.
Perform analysis and source market intelligence to develop and refine investment strategy and tactics.
Analyze economic and demographic data and evaluate real estate markets.
Compilation/review of valuation/cash flow estimates, spreadsheets and exhibits.
Lead role in working with borrowers, brokers, attorneys, consultants, and others to facilitate the closing of transactions.
Directly oversee disposition process. Obtain approval, negotiate agreements with legal team, and manage closing process.
The experience you bring:
4-year college degree with emphasis in Business, Finance or Real Estate (MBA strongly preferred), or equivalent experience
Minimum of 2 years of experience in Commercial Mortgage Loan (multi-family) Servicing or Portfolio Management required
Experience reviewing and interpreting loan documents and/or servicing agreements required
Experience in LIHTC loans and other affordable housing assets required
High proficiency with Microsoft Excel, Word, PowerPoint and Outlook; Argus a plus
Excellent organizational, and communication skills, both verbal and written
Exceptional attention to detail and thoroughness is a must
Team Player with collaborative and strong relationship building skills
Ability to work independently and collaborating with a team in a way that reflects the company's culture and core values
Skilled at developing and maintaining personal, social and business relationships representing Pacific Life in a professional manner
Willingness to travel as needed
What makes you stand out:
Track record of Portfolio Management/Asset Management with portfolio's inclusive of LIHTC transactions
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-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.
$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.
Auto-ApplySr. Investment Operations Analyst II
Pacific Life job in Newport Beach, CA
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 investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
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.
Auto-ApplyApplication Development Manager, Group Benefits
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyManager, Fixed Income Operations
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyCompliance Consultant
Pacific Life job in Newport Beach, CA or remote
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 compliance consultant to join our Workforce Benefits legal support team in Newport Beach, CA; Omaha, NE; or Chattanooga, TN. If hired in Chattanooga, TN, the work location is fully remote but is expected to transition to an in-office position in the future.
This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As a compliance consultant with our Workforce Benefits legal support team you'll move Pacific Life, and your career, forward by providing compliance support to the Workforce Benefits team, partnering with the operations teams to support and develop business operating practices, administrative procedures, and internal controls within company standards and regulatory requirements. You will fill a new role that sits on a team of four people in the Office of General Counsel, supporting the Workforce Benefits division. Your colleagues will include legal counsel for Workforce Benefits and fellow product compliance professionals.
How you'll help move us forward:
Partner with operations teams to build and maintain efficient, effective, and compliant processes.
Mature and further imbed the Workforce Benefits Division legal and compliance program throughout the Division's processes.
Establish a monitoring and support function to facilitate tracking and resolution of operational risk issues in partnership with Operational Risk and Resiliency team.
Manage and implement complex projects and innovative solutions in support of business and legal partners.
Lead preliminary review with Underwriting of complex groups; develop processes to facilitate assessment of potential association, trust, union and other non-standard group customers.
Support the sales team, including sales operations, to provide compliant, consistent, documented solutions and communications.
The experience you bring:
10+ years of experience including legal or compliance roles in insurance or financial services.
4-year degree or equivalent experience.
What makes you stand out:
Experience in a legal department supporting workforce benefits group products.
Knowledge of group life, health, and disability product offerings and operational support.
Experience building or refining systems for intake of requests for legal support and knowledge management.
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-EH2
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.
Auto-ApplyData Infrastructure Engineer- Cloud
Pacific Life job in Newport Beach, CA
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 are seeking a highly skilled and motivated Data Infrastructure Engineer to join our Data team. This role is responsible for the configuration, administration, and optimization of the Profisee MDM platform, ensuring high-quality master data across enterprise systems.
The ideal candidate will have hands-on experience with Profisee, strong SQL Server skills, and a deep understanding of data governance and stewardship practices. This role is onsite in Newport Beach, CA.
How you'll help move us forward:
Administer and maintain the Profisee MDM platform across development, QA, and production environments hosted on AWS EC2 instances
Configure and manage Profisee components including data models, business rules, survivorship logic, workflows, and user interfaces
Support data mastering processes such as match/merge, golden record creation, and reference data management
Collaborate with data stewards and business SMEs to define and enforce data quality standards and governance policies
Integrate Profisee with upstream and downstream systems including Salesforce, Snowflake, and SAP
Monitor system performance and troubleshoot issues using tools like Control-M, CloudWatch, and SQL Server logs
Participate in sprint planning, backlog grooming, and DevOps deployments using Azure DevOps and ServiceNow
Provide technical support and training to end users and stakeholders.
The experience you bring:
5+ years of experience in Master Data Management, with at least 3 years of hands-on Profisee administration.
Strong proficiency in SQL Server, including stored procedures, indexing, and performance tuning.
Experience with AWS infrastructure (EC2, S3, Lambda) and Snowflake data platform.
Familiarity with data governance tools and practices, including stewardship workflows and data quality monitoring.
Understanding of REST APIs, data integration tools (e.g., Informatica, dbt), and job scheduling (e.g., Control-M).
Excellent communication and collaboration skills, with the ability to work across business and technical teams.
What makes you stand out:
Experience supporting enterprise-scale MDM implementations.
Exposure to container-based architectures and graph databases.
Knowledge of regulatory and compliance requirements related to data management.
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.
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.
Auto-ApplyWorkforce Benefits Sales Consultant - Broker Distribution (New England)
Pacific Life job in New Jersey or remote
Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of New England area.
As Sales Representative, Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to the Regional Sales Manager VP of Broker Distribution.
How you'll help move us forward:
Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives.
Meet annual sales goals as established by the RVP of Broker Distribution.
Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community.
Continually work to strengthen, deepen, and grow broker relationships.
Execute appropriate number of broker meetings per week with assigned brokers.
Drive a pipeline of appropriate number of RFP's per month.
Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market.
Demonstrate proficiency in the group products sold by Pacific Life.
Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships.
Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives.
Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making.
Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.
Perform other job-related duties or special projects as required.
The experience you bring:
5+ years' experience in group benefits sales with an established presence in the broker marketplace
College degree with concentration in business management, finance, or risk management or equivalent work experience is required.
The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
Ability to seek opinions of others, process feedback and take smart risks.
A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization.
Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement.
Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.
What makes you stand out:
Strong performance orientation and drive for results
Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues
Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders
The base salary for this position is $75,000. In addition, this role is eligible for incentives based on sales performance.
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-AS1
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.
Auto-ApplyOperations Project Analyst
Pacific Life job in Newport Beach, CA
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.
Auto-ApplySr IT Solutions Analyst
Pacific Life job in Newport Beach, CA
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.
Auto-ApplyDirector Actuary - Product Development
Pacific Life job in Newport Beach, CA
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 Director and Actuary to join our Product Development team in Newport Beach, CA or Omaha, NE. This role is on-site and we offer comprehensive relocation benefits.
As a Director you'll play a key role in Pacific Life's growth and long-term success by leading a team of actuaries, including students and analysts, to develop, price, and support the launch of new annuity products that deliver high value for our customers and align with Pacific Life's long-term strategy . You will be directly managing a team of 2 to 4 individuals on the Pricing team within the Consumer Markets Division (CMD).
How you'll help move us forward:
Balance product profit, risk, and market competitiveness; help develop and test creative solutions to challenges encountered in product design, pricing, and implementation processes
Design and price products following existing profit and risk management guidelines and procedures
Oversee and run pricing models covering all major product types: Variable annuities, Fixed-Indexed annuities, Index-Linked Variable annuities, and Fixed annuities
Support pricing and analysis to support profitable growth across portfolio of actively sold retail annuity products
Reflect on and incorporate industry, regulatory, and market trends into the product development cycle
Synthesize and integrate data and analysis into a cohesive story that drives insights and supports business decisions and execution of our product strategy
Collaborate with other stakeholders (e.g., product strategy, product innovation, sales & distribution, finance & risk, investment) to develop solutions to better support our growing product development needs
Embody a mindset of continuous improvement to identify enhancements of tools and processes that can further facilitate and streamline pricing analysis
The experience you bring (required):
FSA designation
Bachelor's Degree in Actuarial Science, Mathematics, or similar field.
At least 8 years of actuarial experience, preferably with several years of working with actuarial projections supporting pricing and/or risk management
Excellent written and verbal communication, as well as leadership skills. Ability to present complex information in a clear and concise manner to various audiences, including senior management
Strong organizational, time management, and interpersonal skills
Ability to work collaboratively as part of a team
What makes you stand out:
Previous people leadership experience, managing a small team
Effectively managing multiple projects and deliverables simultaneously
A natural curiosity to discover root drivers of profit and risk
Perform detail-oriented analysis to substantiate reasonability of results
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
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.
$198,810.00 - $242,990.00
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.
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