Implementation Associate

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:

• Knowledge of defined benefit and defined contribution plans.

• Effective communication and organizational skills.

• Relationship management skills.

What makes you stand out:

• Bachelor's degree in business administration, marketing, finance or related field.

• 3-4 years experience with Pension Risk Transfer and DCLI including sales, quoting, legal document review and relationship building/marketing (preferred).

• 3-4 years experience in the insurance industry (preferred).

• Strong organizational, interpersonal, communication, presentation and leadership skills.

• Project management experience.

• Computer proficient in Excel and MS Word.

• Life Insurance license preferred (obtained in first year).

• Advanced degrees and/or designations a plus (FSA, MBA, CFA, etc.)

You can be who you are.

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

Benefits start Day 1.

Your wellbeing is important. We're committed to providing 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 a 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.

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