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Case Coordinator II

Pacific Life Insurance Company Bloomington, MN
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Job Description

New Business Specialist
Pacific Life Insurance Company, Life Insurance Division
Bloomington, Minn.
 
You are 
A self-starter with analytical prowess and a head for business.
 
You have
An aptitude for research and a discerning eye. You are obsessed with details. You can spot a mistake and will do whatever you can to fix it. If something doesnt look right, you ask Why not, and what can I do to make it right?
 
Is this you? 
You are an unstoppable, action-oriented person. Your organizational skills keep you on track but your flexibility allows you to adapt to surprise situations.  Your dedication to every assignment ensures that all your projects are completed to perfection. 
 
You are also a skilled and confident communicator, which together with your charismatic personality and industry know-how makes you adept at relationship building and keeping the customer in focus.
 
Factors for Success: 

  • Exceptional customer service skills

  • Knowledge of insurance products, industry, and procedures gained through 3+ years experience in the insurance industry or through a combination of experience and coursework preferred

  • Excellent written and verbal communication skills

  • Organizational skills to perform administrative functions

  • Attention to detail and ability to multi-task

  • Proficient in the use of personal computers and specialized software (e.g., Microsoft Outlook, Word, Excel)

  • FINRA registration may be required if business need arises

 
Position Summary:
In this position you will review and process new business applications for multiple Regional Life Offices within the National Sales Office. Many of these cases are for affluent, high-profile customers.
 
You will verify that the information in these applications is accurate and complete, and obtain the necessary paperwork. You are dedicated to issuing a life insurance policy from beginning to end: You will track and monitor the status of new business applications through the underwriting process until the policy has been issued.
 
During your day-to-day you will work with our underwriting team to obtain the best possible rates and you will respond to producer questions regarding the status of applications. You may perform a variety of other office-related tasks, including answering and appropriately directing or assisting incoming phone calls and possibly training new associates on administrative processes.
 
Perks of the Job:
Pacific Life invests in its talent, which means you will be supported throughout your career and given the tools you need to learn, grow and advance. In addition to a collaborative culture with growth and development opportunities, Pacific Life offers: 

  • A competitive, team-oriented and supportive culture

  • The opportunity to learn about the financial and insurance industry

  • Mentor programs and licensing, product and sales training

About the Life Insurance Division at Pacific Life:
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 Details

Date Posted January 9, 2019
Date Closes February 8, 2019
Requisition 537085
Located In Bloomington, MN
SOC Category 00-0000.00
Location