Financial Operations Associate
Pacific Life · United States · 1mo ago
Job Description:
We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE.
As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals.
This role may support either our Inforce Processing Team orAdvisor Services Team, based on business needs and candidate strengths.
How You’ll Make an Impact
Inforce Processing Team: Support post-issue servicing for annuity and life insurance products by:
Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements
Maintaining accurate client records across internal systems
Ensuring all transactions meet departmental quality, productivity, and service standards
Advisor Services Team: Support producer licensing and contracting operations by:
Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
Ensuring documentation meets regulatory requirements, company policies, and service level agreements
Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
Maintaining accuracy across high-volume licensing and contract data
What Success Looks Like
In this role, you will:
Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements
Demonstrate strong judgment in identifying issues and resolving exceptions
Progress steadily through structured training and develop technical expertise in financial and insurance operations
Meet productivity, quality, and service expectations in a fast-paced environment
Adapt to shifting workflow priorities and support broader operational needs as required
What You Bring
0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
Strong attention to detail and commitment to accuracy
Critical thinking and problem-solving skills
Excellent verbal and written communication skills
Comfort navigating multiple systems and technology platforms simultaneously
Ability to prioritize workload and manage deadlines effectively
Desire to learn complex processes in a regulated environment
What Will Make You Stand Out
Experience in financial services, insurance, banking, or other regulated industries
Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
Demonstrated success working in high-volume, metrics-driven environments
Growth mindset and commitment to continuous learning
Why Join Pacific Life
Comprehensive onboarding and paid training
Opportunity to build expertise in financial services and insurance operations
Clear pathways for career growth across operations and broader business functions
Collaborative, supportive team environment
Stability and reputation of a Fortune 500 financial services organization
Compensation by level
Starting hourly rate based on experience and location. This role may be filled at the Associate or Specialist level.
Omaha, NE: Associate: $20 - $22 per hour, plus annual bonus /Specialist: $23 - $26, plus annual bonus
#LI-RB1
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
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.