[Remote] New Business Case Manager I

Note: The job is a remote job and is open to candidates in USA. Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a New Business Case Manager I to review new business applications for completeness and compliance, ensuring a positive customer service experience while collaborating with various stakeholders.

Responsibilities

• Review, evaluate and process case work as directed by supervisor according to department procedures
• Analyzes case information and identifies appropriate action
• Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail
• Meet or exceed productivity and quality metrics per department guidelines
• Case outreach and follow up activity are timely and professional
• Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements
• Understands NB and UW terminology (labs, APSs, MVRs, etc.)
• Become familiar with reasoning for requirements
• Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them
• Communicates effectively with and/or creates correspondence for producers, field offices and external interested parties as applicable
• Sets proper expectations with producers/offices/FVPs
• Supports department needs as assigned

Skills

• A strong desire to deliver a superior customer service experience
• Ability to work effectively in a team environment
• Experience working successfully with a variety of customers, preferably within the financial services industry
• Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness
• Clear verbal and written communication skills

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

Company Overview

Company H1B Sponsorship