Customer Service Specialist Ii - Newport Beach, United States - Pacific Life

Pacific Life

Verified Company

Newport Beach, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.

We're actively seeking a talented Customer Service Specialist II to join our Corporate Solutions Operations team in Newport Beach, CA.

This role will be hybrid.

As a Customer Service Specialist II, you'll play a key role in Pacific Life's growth and long-term success by working as an integral role within an existing team of Customer Service Representatives and collaborating with the Supervisor to work on outstanding issues, escalated cases, and project enhancements.

How you will make an impact:

Performs transactions and provides technical guidance and procedural information on a variety of complex customer service issues and transactions (including market-sensitive transactions) requiring knowledge of the company's products and services, IRS/state/DOI requirements, and various technology platforms.

Interacts with other departments as needed.

Researches questions, problems, and service issues and provides resolution or escalates issue to management as appropriate

Work on specific tasks, cases, research, escalations, projects as assigned

Work on team and department operational efficiencies

Assist team members with complex requests, training, research

Develop relationships with recruiters, field sales staff, internal operation teams and establish or maintain Pacific Life as the carrier of choice, specifically from a service and "ease of doing business" perspective

Complexity of Assignments:

Has developed knowledge and skills through formal training or considerable work experience.

Has established skills to perform a range of day-to-day activities.

Judgment & Supervision:

Works within established procedures with a moderate degree of supervision.

Typical Qualifications:

2+ years of experience

May require vocational training

FINRA SIE/series 6 or 7 license required within 6 months of employment

The experience you will bring:

Broad knowledge of Pacific Life products and procedures

Ability to problem solve independently

Excellent organizational and communication skills

Experience with Pacific Life internal systems such as: AWD, FileNet, Mainframe, Salesforce, MS Office

More reasons to join:

At Pacific Life, the work we do matters.

We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.

You belong at Pacific Life

At Pacific Life we believe you belong. We foster a culture of belonging, a space where all employees are empowered to be authentic. We embrace and celebrate diversity, create a culture of equity and inclusion, and value and respect every employee.

Base Pay Range:

$ $35.41

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.