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Customer Service Specialist / New Business Representative

Pacific Life Insurance Company Lynchburg, VA

Job Description


Pacific Life is currently seeking talent talented New Business Representatives to join their Life Insurance Division. The Life Insurance Division is one of Pacific Lifes core business units, which focuses on giving families and businesses the life insurance coverage needed to help meet important financial protection, wealth accumulation, and wealth preservation goals. Our employees are among the most valuable resources to our clients, and are recognized industry-wide for the World Class Service they provide.

The New Business Representatives will solve a range of non-routine problems, analyze viable solutions, and interpret and apply precedent to determine the appropriate course of action. The person in this role will be responsible for providing operations support, problem resolution and specialized administrative support to Life Insurance producers, policy owners, broker/dealer back-offices, and other customers. The New Business Representative will receive only general supervision and are required to have a complete understanding and proven ability to apply related principles, concepts and practices, while still acquiring higher-level knowledge and skills.  Other duties include, but are not limited to:

Gather information about product capabilities relative to specific customer needs
Review customer inquiries, problems, requests, and suggestions and determine appropriate solutions and/or responses
Negotiate customer claims, initiate billing adjustments, and arrange product substitutions and returns
Research and provide problem resolution, detailed information on services, and assistance regarding paperwork and technical inquiries
Resolve most customer concerns and problems using established procedures
Ability to process efficiently in multiple operational systems


Our Customer Service Representatives receive extensive training through highly skilled facilitators that foster a positive learning environment with an opportunity to receive both hands-on and classroom based learning. Pacific Life has designed a multi-week training program for our Customer Service Associates to fully prepare you to excel in your new career with Pacific Life.

A few of the topics covered are:

Life Insurance Basics
Our Promise Line Product Overview
Administrative System Overview
Pending to Issued Life Insurance Application Process
Life Insurance Forms Overview
Customer Service Skills Training
Phone and Email Practice
Access to a wide array of LOMA (Life Office Management Association) courses

At least 2 years of experience in a customer service role, or combined directly related training and experience
Life insurance or related industry experience preferred
Prior producer administration system experience preferred
Effective verbal and written communication skills
Organizational and time management skills


Job Details

Date Posted August 5, 2018
Date Closes September 4, 2018
Requisition 497317
Located In Lynchburg, VA
SOC Category 00-0000.00