Full-Time

Customer Service Specialist

Confirmed live in the last 24 hours

Pacific Life

Pacific Life

1,001-5,000 employees

Financial Services

Compensation Overview

$25 - $35Hourly

+ Annual Bonus

Entry, Junior

Newport Beach, CA, USA + 1 more

More locations: Omaha, NE, USA

Hybrid role requiring in-office presence one day a week.

Category
Insurance
Finance & Banking
Required Skills
Word/Pages/Docs
Customer Service
Requirements
  • A FINRA SIE and series 6 or 7 license is required for this position.
  • Strong customer service skills with 1-2 years of experience in a related customer service role.
  • College degree and/or equivalent experience preferred.
  • Proactive and resourceful, with a knack for finding answers through research.
  • Strong analytical skills and creative thinking.
  • Skilled at handling multiple priorities in a fast-paced setting.
  • Computer proficiency including Microsoft Word and Outlook.
Responsibilities
  • handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders.
  • thrive on phone conversations, handling 50 to 60 incoming calls daily with ease.
  • provide outstanding customer service as your top priority.
  • excel at problem-solving and are determined to overcome any obstacles that come your way.
  • assist both colleagues and customers, always aiming for the highest quality in your work.
  • perform well in a fast-paced environment and adapt quickly to changes.

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The enhancement of annuity features to address retirement income needs positions Pacific Life as a leader in providing flexible and protective financial products.
  • Strategic partnerships, such as with T. Rowe Price and Selerix, demonstrate Pacific Life's ability to innovate and adapt to market demands.
  • The company's strong community focus and ethical culture contribute to a positive work environment and long-term value.

What critics are saying

  • The competitive landscape in financial services and insurance could challenge Pacific Life's market share and growth.
  • Integration of new technologies and partnerships may face operational hurdles, impacting efficiency and customer satisfaction.

What makes Pacific Life unique

  • Pacific Life's integration with Selerix for real-time benefits administration sets it apart by offering a seamless digital experience for brokers and HR teams.
  • The company's recognition as one of America's 50 most community-minded companies highlights its commitment to corporate citizenship, distinguishing it from competitors.
  • Pacific Life's collaboration with T. Rowe Price on lifetime income solutions showcases its innovative approach to retirement planning.

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