Full-Time

Customer Service Specialist

Posted on 10/25/2024

Pacific Life

Pacific Life

1,001-5,000 employees

Offers life insurance and annuity solutions

Compensation Overview

$23 - $32/hr

+ Annual Bonus

Entry, Junior

Newport Beach, CA, USA + 1 more

More locations: Omaha, NE, USA

Unlicensed candidates must be in office 5 days a week during the initial 6-week study period; all candidates will be required to be in office 1 day a week thereafter.

Category
Customer Experience & Support
Customer Support
Required Skills
Word/Pages/Docs
Customer Service
Connection
Connection
Connection
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Requirements
  • FINRA SIE and series 6 or 7 license is required in this role
  • Strong customer service skills with 1-2 years of experience in a related customer service role
  • Computer proficiency including Microsoft Word and Outlook
Responsibilities
  • Handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders
Desired Qualifications
  • 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
  • Motivated to learn quickly and adapt to changes

Pacific Life offers a range of financial products and services aimed at helping individuals and businesses achieve financial security. Their offerings include life insurance, annuities, and mutual funds, which are designed to protect loved ones and assist in asset growth for retirement. These products work by providing financial support and investment options that can be tailored to meet the needs of policyholders. What sets Pacific Life apart from its competitors is its long-standing history of nearly 160 years in the industry, along with its focus on delivering value and security to its customers. The company's goal is to ensure that both current and future generations can achieve financial stability and peace of mind.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

1868

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for Indexed Universal Life insurance products presents expansion opportunities.
  • Partnership with T. Rowe Price taps into increasing retirement income product demand.
  • Real estate financing offers lucrative opportunities, as seen with the 247 North Ave. project.

What critics are saying

  • Competition in the IUL market may intensify, challenging Pacific Life's market position.
  • Jim Morris joining Lincoln National's board could lead to strategic disadvantages.
  • New lifetime income solutions may struggle to differentiate in a competitive market.

What makes Pacific Life unique

  • Pacific Life is recognized as one of the World's Most Ethical Companies.
  • Collaboration with T. Rowe Price on lifetime income solutions enhances product offerings.
  • Active role in real estate financing, exemplified by the 247 North Ave. project loan.

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Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Company News

PR Newswire
Apr 27th, 2025
Beacon Pointe Advisors Welcomes Michael Skillman As Managing Director Of Institutional Consulting Services

NEWPORT BEACH, Calif., April 22, 2025 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") is pleased to announce the addition of Michael (Mike) Skillman as Managing Director of Institutional Consulting Services. With over three decades of leadership experience in the investment management industry, Skillman brings a dynamic and strategic approach to client relationship management, business development, and product innovation—expertise that aligns seamlessly with Beacon Pointe's commitment to client-first institutional consulting

Business Wire
Mar 11th, 2025
Pacific Life Named One of World's Most Ethical Companies for Eighth Consecutive Year

Pacific Life named one of World's Most Ethical Companies for eighth consecutive year.

Stock Titan
Mar 4th, 2025
Lincoln National Corporation Elects Jim Morris to Serve on the Board of Directors

Mr. Morris retired as Chairman, President and CEO of Pacific Life Insurance Company in April 2022, having served in that role since 2007.

Fastrack
Feb 28th, 2025
Indexed Universal Life Insurance - A Growing Trend

For instance, in February 2025, Securian Financial launched an enhanced version of its flagship IUL product, Eclipse Accumulator II IUL, introducing new indexed accounts to bolster growth potential.

Reinsurance News
Feb 17th, 2025
Pacific Life promotes Neeley and Thompson

US life insurer Pacific Life has announced the promotion of Karen Neeley to Senior Vice President (SVP) of the Institutional Retirement Solutions Group and Patricia Thompson to SVP and Chief Compliance and Ethics Officer.

INACTIVE