Financial Operations Associate

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 or Advisor 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.