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New Business Communication Coordinator

Pacific Life Insurance Company Aliso Viejo, CA

Job Description

Currently, we are seeking a talented New Business Communication Coordinator to join the Life Insurance Division in Aliso Viejo, CA. 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
Responds to new business inquiries, service requests, and applicable follow-ups with internal and external customers with minimal supervision.   Fosters and supports business relationships by accurately communicating information and managing customer and business expectations.      
  • Answers calls, emails and correspondence in a timely manner and utilizes resources effectively
  • Evaluates and analyzes client requests and provides recommendations and solutions with guidance from supervisor and/or communicator lead
  • Solutions offered consider impacts to the customer, organization and industry regulations
  • Supports workflow and department needs as assigned
  • Stays current on new business processing, systems functionality, industry regulations and products
  • Works at increasing trust and confidence in their communication with the field and actively develops effective business relationships with marketing partners
  • Participates as subject matter expert in projects and initiatives as assigned
Factors for Success:
  • Minimum of 3 years Life Insurance New Business or Customer Service experience
  • Proficient with various Life Insurance distributions and operating standards
  • Demonstrated ability to build effective relationships
  • Ability to manage multiple priorities in a fast-paced environment, utilizing strong analytical/problem-solving skills
  • Strong verbal and written communication skills

Note: Job level may vary based on knowledge level/prior experience.



Job Details

Date Posted November 9, 2018
Date Closes December 9, 2018
Requisition 559330
Located In Aliso viejo, CA
SOC Category 00-0000.00