As an Onboarding Specialist, you’ll play a key role in providing a first-class friction free onboarding experience to our new employers who have selected Pacific Life as the carrier of choice for their employee benefits in the Workforce Benefits division.
Responsible for onboarding employers in our newly created Workforce Benefits Division through adherence to processes and procedures aligned to the policy admin system and product builds.
Manage the onboarding experience for new or existing employers who have selected Pacific Life as their carrier of choice and guide them through the set-up of their new product in coordination with brokers, account specialists, and other internal stakeholders (underwriting, contracts, compliance, billing and enrollment).
Provide training and information to the brokers and client on the interactive tools designed to streamline the collection of onboarding information, create real time status and provide transparency between broker, employer and internal partners.
Collaborate with employers as a product and capabilities expert to provide proactive solutions and innovative ideas that align with the friction-free service and claims model.
Coordinate and lead calls with employers, brokers and internal partners as needed throughout the onboarding process to ensure clear communication, accurate set up and best-in-class customer experience.
Configure administrative platform to align with client offering based on quote and post-sale discussions.
Educate employer on administrative best practices to prepare them post onboarding on our billing, claims and ongoing service needs including the utilization of digital and portal capabilities.
Works within departmental controls for all aspects of the role including a high standard of ethics.
Participates and contributes to team meetings and brings insight on trends to the department.
Job performance must meet department standards for work prioritization, productivity, quality and timeliness.
Identifies, understands and ensures that actions, behaviors and decisions are consistent with the department, division and Pacific Life Mission & Vision.
The experience you will bring:
0-2 years of Insurance or financial services experience
4-year degree or equivalent experience preferred
Performs routine assignments in the entry level to a professional job progression
Develops competence by performing structured work assignments
Requires conceptual knowledge of theories, practices and procedures within a family
Uses existing procedures to solve routine or standard problems
Needs to be a strong communicator with externally facing presence & detail oriented
I ntermediate skills with MS office applications
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Base Pay Range:
The base pay range noted provides a basis to determine the appropriate offer dependent upon several factors including but not limited to geographic location, experience, skills, education and pay equity. Also, most employees are eligible for additional incentive pay.
$21.49 – $26.85 – $33.61
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
EEO Statement:
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. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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