Underwriting Support Specialist II

Pacific Life

1d • $23 - $28 • Remote

About The Position

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 a talented Underwriting Support Specialist to join our Workforce Benefits Division. This role is 100% remote. You’ll stay connected to Pacific Life from your home office. How you’ll help move us forward: Must be able to generate accurate manual rates for group insurance products, ensuring compliance with established policies, procedures, and guidelines Review the quote submission to determine what is being requested and ensure all required info has been provided; follow-up on missing information; over time learn what can be quoted with assumptions vs what is absolutely required Ensure accurate formatting of census data, extracting key information for rating Review plan design information to match in-force plan designs and/or alternates as requested based on a review of Requests for Proposal, Benefit Summaries, complex contracts, and/or internal systems Accurately evaluate SIC classifications for Employer Groups Partner closely with Underwriting to meet or exceed turnaround time based on broker due dates Consult with Underwriters for signoff on non-standard and/or complex plan design requests Works on cases of all sizes, all products, with varying degrees of complexity Provide support to peer group for high volume transaction periods and during absences Partner with other teams to provide support across the organization during high demand May assist with building new business proposals, in-force business, and/or renewals

Requirements

• Critical thinking skills, with an ability to effectively analyze and solve problems
• Ability to prioritize, organize, complete multiple tasks and accurately handle a high volume of work in a fast-paced environment
• Balance of math skills with the ability to read contracts and identify pertinent data
• Operate with a high sense of urgency, meet/exceed deadlines and productivity targets
• Strong verbal and written communication skills
• Highly motivated and proactive, with the ability to work well independently and within a team
• Strong attention to detail with a keen focus on quality and accuracy
• Strong customer service skills, willingness to help across the team
• Willingness to adapt to a rapidly changing environment
• High school diploma or GED required
• 0-2 years of progressive experience in customer service and/or employee benefits., or equivalent college level coursework preferred
• Familiarity with Microsoft applications such as, Teams, Outlook, Word and Excel, as well as Salesforce
• Availability to work between 5:00 am and 5:00 pm PST, Monday through Friday, with flexibility to cover non-standard shifts as needed, given advance notice

Responsibilities

• generate accurate manual rates for group insurance products, ensuring compliance with established policies, procedures, and guidelines
• Review the quote submission to determine what is being requested and ensure all required info has been provided; follow-up on missing information; over time learn what can be quoted with assumptions vs what is absolutely required
• Ensure accurate formatting of census data, extracting key information for rating
• Review plan design information to match in-force plan designs and/or alternates as requested based on a review of Requests for Proposal, Benefit Summaries, complex contracts, and/or internal systems
• Accurately evaluate SIC classifications for Employer Groups
• Partner closely with Underwriting to meet or exceed turnaround time based on broker due dates
• Consult with Underwriters for signoff on non-standard and/or complex plan design requests
• Works on cases of all sizes, all products, with varying degrees of complexity
• Provide support to peer group for high volume transaction periods and during absences
• Partner with other teams to provide support across the organization during high demand
• May assist with building new business proposals, in-force business, and/or renewals

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED