Agency Services Specialist

Agency Services Specialist

Full-Time 33100 - 38900 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support agency operations, ensuring accurate data and smooth onboarding processes.
  • Company: Join Pacific Life, a purpose-driven company transforming the insurance industry.
  • Benefits: Flexible benefits, generous paid time off, and a competitive 401k plan.
  • Other info: Diverse and inclusive culture that values authenticity and personal growth.
  • Why this job: Make a positive impact while growing your career in a supportive environment.
  • Qualifications: 3-4 years in group benefits insurance preferred; strong attention to detail required.

The predicted salary is between 33100 - 38900 £ per year.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking an Agency Services Specialist to support the operational processes that enable accurate agency setup, maintenance, broker data changes, and contracting-related activities within the Workforce Benefits Division. This role is essential to ensuring timely, high-quality service for internal teams and external business partners while supporting agency onboarding, data integrity, and contracting workflows across multiple internal systems.

This position can be based in Newport Beach, CA; Omaha, NE; or Chattanooga, TN.

How you'll help move us forward:

  • Process day-to-day production work related to agency hierarchy setup, updates, including new agency structures, changes (e.g. Broker of Record changes), and ongoing data upkeep within internal systems.
  • Support broker data and agency record maintenance, ensuring information is accurate, complete, and aligned with operational requirements.
  • Facilitate and support contracting, licensing, and appointment activities, including validations and requirement reviews.
  • Monitor team production email inboxes and provide timely verbal and written responses to internal and external partners in accordance with established turnaround times.
  • Partner with lead consultant and distribution team to support agency onboarding efforts and ensure a smooth implementation experience.
  • Research, troubleshoot, and elevate issues related to hierarchy, broker data, contracting, licensing, and appointment workflows when appropriate.
  • Maintain contract templates and support version control to promote consistency and compliance in documentation practices.

The experience you bring:

  • 3-4 years of experience in group benefits insurance preferred.
  • Bachelor's degree or equivalent combination of education and relevant work experience required.
  • Strong attention to detail, critical thinking skills, and the ability to work independently while meeting deadlines in a fast-paced environment.
  • Demonstrated ability to balance accuracy, speed, and service quality.
  • Effective verbal and written communication skills, with the ability to work across internal teams and external business partners.
  • Ability to quickly learn, interpret, and implement new procedures and business requirements.

What makes you stand out:

  • Experience with insurance broker data management and/or contracting, licensing, and appointments.
  • Strong analytical skills with the ability to understand operational complexity and cross functional impacts.
  • Proven ability to collaborate effectively and communicate confidently and respectfully with a wide range audiences.

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. $31.89 - $38.97

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

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.

Agency Services Specialist employer: pacificlife

At Pacific Life, we believe in fostering a collaborative and innovative work environment where every employee can thrive. As a Senior Business Analyst in our Product Development team, you'll enjoy a supportive culture that prioritises your well-being and offers flexible benefits tailored to your needs. With opportunities for professional growth and the chance to make a meaningful impact in the financial services industry, working in beautiful locations like Newport Beach, Omaha, or Charlotte makes this role not just a job, but a fulfilling career with purpose.

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Contact Details:

pacificlife Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Agency Services Specialist

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like pacificlife. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Agency Services Specialist

Communication Skills
Problem-Solving Skills
Time Management
Organizational Skills
Attention to Detail
Adaptability
Flexibility

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to pacificlife.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on pacificlife's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at pacificlife

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with pacificlife.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at pacificlife will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former pacificlife employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.