Client Implementation Associate

Join to apply for the Implementation Associate role at Pacific Life

1 week ago Be among the first 25 applicants

Join to apply for the Implementation Associate role at Pacific Life

Job Description

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.

Job Description

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 Implementation Associate to join our Institutional Retirement Solutions Group in Newport Beach, CA or Omaha, NE.

As an Implementation Associate you'll move Pacific Life, and your career, forward by being responsible for the post-placement activities of Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) transactions for the Institutional Division which includes implementation of transactions at the level of the plan sponsor and consultant relationships.

How You'll Help Move Us Forward

• Pre-Sale : Support and create due diligence presentations. Attend and present as required.
• Post Sale : Managing all aspects of the onboarding process from point of sale through successful transition of new plans, including contract issuance and annuity certificate issuance for both the PRT and DCLI products.
• Coordinating with consultants, plan sponsors, prior recordkeepers, and / or third-party administrators for implementation timelines, key action items, and delivery dates, as well as communicating overall implementation status to both external and internal stakeholders such as Operations and Sales
• Effective use of Salesforce for post placement activity tracking and document generation
• Coordinate and facilitate gathering of all necessary information needed by compliance, operations, and pricing to ensure a final and accurate contract tear sheet
• Relationship management with both internal and external contacts during the post placement implementation as well as providing ongoing support for existing contracts at the plan sponsor and consultant level which includes managing issue resolution and communication of escalated items.
• Manage and own post placement communication with key stakeholders through Welcome Calls, ongoing meetings, contract review and presentations
• Follows through on agreed upon action steps and commitments to the client
• Ad Hoc Projects : assist the team and leaders in special projects just as new products and client implementation.

The Experience You Bring

What Makes You Stand Out

You Can Be Who You Are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com / lifeatpacificlife. .

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.

$78,840.00 - $96,360.00

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.

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.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Other

Industries

Insurance

Referrals increase your chances of interviewing at Pacific Life by 2x

Get notified about new Associate jobs in Omaha, NE

Research Associate - Nonlinear Analysis Core

Customer Relations Representative - State Farm Agent Team Member

Papillion, NE $65,000.00-$95,000.00 2 years ago

Driver & Identification Service Center Specialist

Operations Associate, Jackpocket (Part Time)

Account Associate - State Farm Agent Team Member

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr