Financial Operations Associate

Pacific Life

. Support Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions .

Posted 10/8/2026full-timeUnited StatesJuniorMid-Level💰 $20 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in reviewing and processing financial and policy-related transactions within the insurance and financial services sectors, ensuring compliance with regulatory requirements and company policies. Possesses strong attention to detail, critical thinking, and problem-solving skills to maintain accuracy and meet productivity standards in a fast-paced environment.

Highest-signal resume keywords

Transaction ProcessingDocumentation ReviewRegulatory ComplianceFinancial Services ExperienceCustomer Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingContract ChangesFinancial TransactionsLicensing UpdatesOperational SupportData AccuracyMetrics-Driven PerformanceElectronic Fund TransfersHigh-Volume TransactionsCritical Thinking

Soft Skills

Attention to DetailProblem-SolvingVerbal CommunicationWritten CommunicationAdaptability

Tools & Technologies

Internal SystemsTechnology Platforms

Industry Keywords

InsuranceFinancial ServicesComplianceBankingAdministrative Processing

About the role

Key responsibilities & impact

Support Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions
Support post-issue servicing for annuity and life insurance products
Review and process policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
Identify incomplete, inaccurate, or non-compliant transaction requests and partner with clients to resolve outstanding requirements
Maintain accurate client records across internal systems
Ensure transactions meet departmental quality, productivity, and service standards
Review and process producer contracting applications, appointments, licensing updates, continuing education, and errors and omissions documentation
Ensure documentation meets regulatory requirements, company policies, and service level agreements
Communicate with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
Maintain accuracy across high-volume licensing and contract data
Review and process high-volume transactions in accordance with departmental procedures and regulatory requirements
Identify issues and resolve exceptions
Progress through structured training and develop technical expertise in financial and insurance operations
Meet productivity, quality, and service expectations in a fast-paced environment
Adapt to shifting workflow priorities and support broader operational needs as required

Requirements

What you’ll need

0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
Strong attention to detail and commitment to accuracy
Critical thinking and problem-solving skills
Excellent verbal and written communication skills
Comfort navigating multiple systems and technology platforms simultaneously
Ability to prioritize workload and manage deadlines effectively
Desire to learn complex processes in a regulated environment
Experience in financial services, insurance, banking, or other regulated industries
Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
Demonstrated success working in high-volume, metrics-driven environments
Growth mindset and commitment to continuous learning

Benefits

Comp & perks

Comprehensive onboarding and paid training
Opportunity to build expertise in financial services and insurance operations
Clear pathways for career growth across operations and broader business functions
Collaborative, supportive team environment
Medical, Dental, Vision, and Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Annual bonus