Note: The job is a remote job and is open to candidates in USA. Pacific Life is committed to providing financial security and support to its policyholders. They are seeking an Underwriting Support Specialist II to assist in generating accurate manual rates for group insurance products and ensuring compliance with policies and procedures.
Responsibilities
- 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
Skills
- High school diploma or GED required
- 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
- 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
Benefits
- 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
Company Overview
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. It was founded in 1868, and is headquartered in Newport Beach, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.pacificlife.com/.Company H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships, with 14 in 2025, 9 in 2024, 16 in 2023, 19 in 2022, 14 in 2021, 17 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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