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Operations Project Analyst
Pacific Life. Lead foundational-level Operations projects across Annuity and Life lines of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading Operations projects within the financial services industry, focusing on project management, stakeholder communication, and process improvement. Capable of developing business requirements, managing risks, and delivering exceptional service experiences.
Highest-signal resume keywords
Project ManagementFinancial Services OperationsStakeholder CommunicationProcess ImprovementRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project PlanningCost-Benefit AnalysisBusiness Requirements DevelopmentDocumentation ManagementSOP Coordination
Soft Skills
Strong Communication SkillsProblem-SolvingCritical ThinkingTime ManagementCollaboration
Tools & Technologies
Project Management ToolsTechnology Demands Creation
Industry Keywords
AnnuityLife InsuranceService ExperienceOperational ChangesInsurance Operations
About the role
Key responsibilities & impact- Lead foundational-level Operations projects across Annuity and Life lines of business
- Initiate projects in project management tools and facilitate kickoff meetings
- Define project roles, scope, objectives, timelines, costs, and plans
- Lead planning sessions and maintain project plans and roadmaps
- Facilitate sessions with Technology, Compliance, and other external stakeholders
- Develop approaches, solutions, needs assessments, and cost-benefit analyses
- Coordinate implementation plans and minimize disruption to department workflows
- Manage project and operational risks, issues, and dependencies
- Develop business requirements with Operations teams and subject matter experts
- Assess process changes and determine whether existing processes require modification or new processes are needed
- Facilitate meetings with business teams, sponsors, stakeholders, and SMEs
- Present project status updates to leadership
- Communicate changes in scope, schedule, cost, risks, and issues
- Develop announcements for Operations project deployments and updates
- Maintain meeting agendas, minutes, project artifacts, and documentation
- Create technology demands following submission guidelines
- Coordinate updates to documentation, SOPs, and job aids
- Obtain customer acceptance and feedback after project closure
- Resolve post-implementation questions
- Document lessons learned and best practices
- Finalize and archive projects in project management tools
- Partner with IT on remaining inforce/residual Day 2 scope after launch
- Drive positive service experiences with internal and external business partners
- Complete performance and SMART goal check-ins and evaluations
- Seek feedback and develop core skills and focused professional competencies
- Expand knowledge of Operations processes and systems
- Stay current on operational changes
Requirements
What you’ll need- 4+ years within the financial services industry (or comparable equivalent), with experience in a highly service-focused, financial services Operations environment
- Demonstrated desire to deliver a stellar service experience to internal and external customers
- Familiarity with basic project management approaches in Operations
- Strong communication skills, including facilitating effective meetings, driving positive outcomes, and addressing challenges with stakeholders and leaders
- Ability to manage time, oversee multiple processes, and meet multiple deadlines
- Ability to work in a fast-paced environment with changing priorities
- Highly organized with emphasis on accuracy and timeliness
- Problem-solving and critical-thinking skills
- Ability to anticipate, identify, and overcome impediments to project success
- Ability to work collaboratively with all levels of individuals
- Ability to work independently under minimal supervision
- 4-year degree or equivalent combination of work and experience (preferred/standout qualification)
- Broad knowledge of Insurance Operations organization, products, systems, and processes preferred
Benefits
Comp & perks- Medical, Dental, Vision
- 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
- Additional 401k contribution regardless of participation
- Flexible benefits tailored to employee needs
- Diversity and inclusion support
- Accommodation support for qualified individuals with disabilities and disabled veterans