P

Pacific Life

Offers life insurance, annuities, and funds

Manager, Quality, Corrections, and Controls - Annuities

Internal Audit & ControlsPosted on Nov 13
Full-time

About the Job

Requirements

  • At least five years of operations experience in financial services, including at least two years of people leadership experience.
  • Demonstrated experience in quality assurance, auditing, compliance, operational risk, or control environments.
  • Working knowledge of annuity processing transactions and contact center service operations.
  • Ability to design, implement, and govern a quality program.
  • Ability to maintain objectivity and independence when reviewing work across internal teams and vendors, deliver difficult feedback constructively, and build collaborative partnerships through clear communication and influence.
  • Demonstrated ability to lead and develop motivated teams.
  • FINRA Series 6 registration, or the ability to obtain it within established time frames.

Responsibilities

  • Own and govern the quality program by leading post-transaction audits and reviews of customer calls, chats, emails, and correspondence; establish consistent audit standards and sampling methods, safeguard the independence of the quality function, and escalate findings with risk implications.
  • Lead and develop the team by hiring, coaching, and developing quality professionals, including hybrid and remote employees; build cross-training opportunities, lead calibration sessions, and ensure reviews meet expectations for volume, timeliness, accuracy, and actionable feedback.
  • Deliver reliable scorecards and reporting on error rates, trends, and emerging risks; use root cause analysis, speech and text analytics, and customer feedback to identify gaps and recommend corrective actions.
  • Translate audit findings into targeted coaching, training updates, clearer procedures, and process improvements in partnership with frontline leaders.
  • Represent quality on operational and technology initiatives, support new analytics tools, and manage team resources and budget within established targets.

Desired Qualifications

  • A four-year degree or equivalent experience.
  • Quality assurance, audit, compliance, operational risk, or controls experience within insurance or operations.
  • Experience translating quality findings into targeted coaching, training, and procedural updates, and achieving measurable reductions in errors and rework.

About the Company

Pacific Life

Offers life insurance, annuities, and funds

Pacific Life offers a range of financial protection and retirement products for individuals and businesses, including life insurance, annuities, mutual funds, and reinsurance services. Its products work by providing financial protection (life insurance pays a benefit to beneficiaries upon death), generating retirement income (annuities convert premiums into guaranteed payments over time), and offering investments through mutual funds to grow assets. The company serves retail customers, institutions, workplace benefits, and reinsurance clients, and it distinguishes itself through a long history (nearly 160 years), its Fortune 500 status, and a broad product suite that supports financial security across generations. The goal is to help people and organizations protect loved ones, plan for retirement, and build and preserve wealth for current and future generations.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$750M
Headquarters
Newport Beach, CA
Founded
1868

Recently Posted Jobs

Explore more opportunities at Pacific Life

See more jobs