[Remote] Underwriting Support Specialist II

Note: The job is a remote job and is open to candidates in USA. Pacific Life is a company dedicated to providing support for policyholders in planning for their futures. They are seeking an Underwriting Support Specialist to ensure accurate manual rates for group insurance products, review quote submissions, and collaborate with Underwriting teams to meet deadlines.

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
• 0-2 years of progressive experience in customer service and/or employee benefits, or equivalent college level coursework
• 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
• 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
• Wellbeing Reimbursement Account
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• 401k savings plan with company match
• Additional contribution regardless of participation

Company Overview

Company H1B Sponsorship