Case Coordinator I Job Opening

Currently, we are seeking a talented Case Coordinator to join the Life Insurance Division in Aliso Viejo. The Life Insurance Division works with financial and insurance professionals to give families and businesses the life insurance coverage needed to help meet important financial protection, wealth accumulation, and wealth preservation goals.

Job Summary:
The Case Coordinator is responsible for ensuring that applications go through the new business and underwriting process from submission to payment in a timely manner. Facilitates and handles any problems or issues that may arise during the application process. Works closely with the sales team (Specialists, External and Internal Wholesalers) and provides regular status updates of the submitted business to the team. Responds to questions from Financial Advisors regarding status of submitted applications. Trains Financial Advisors and their assistants on administrative processes. May perform a variety of support functions on the team including answering phones.

Key Responsibilities:

• Track, monitor, and provide the status of cases upon request.
• Provide monthly sales projections for paid business.
• Proactively communicate and resolve delays caused by outstanding/additional underwriting or client requirements (e.g., interview, lab scheduling).
• Pursue outstanding requirements within SLA’s upon request.
• Identify and resolve issues.
• Document all activities on applicable home office systems.
• Build and sustain relationships that contribute to repeatable business.
• Carry out duties in compliance with all state & federal regulations & guidelines as well as company policies and procedures.
• Log into inbound phone system and remain available to take inbound calls.
• Assist and train on case submission and processing procedures.
• Understand what’s available, and be able to train, on home office systems.
• Answer product questions as needed.
• Complete marketing material orders within SLA.
• Identify process improvements and escalate to the appropriate parties.
• Assist and provide training to new team members on job functions.
• Provide back-up support on an as needed basis.
• Provide any reporting on an as needed basis.

Factors for Success:

• Knowledge of insurance products, industry and procedures gained through 1+ years of experience in the insurance industry or through a combination of experience and coursework.
• Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, illustration software).
• Excellent written and communication skills.
• Strong organizational skills to perform administrative functions.

4125BR

Aliso Viejo, CA

full time

For more than 150 years, Pacific Life has offered innovative products and services including life insurance, annuities, and mutual funds, along with a variety of investment products, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you’re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: • Competitive salary and bonus program • Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) • Generous vacation time and holiday pay • And much more!

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.