Job Overview
Location
Nebraska-Remote
Job Type
Full-time
Category
Operations
Date Posted
April 25, 2026
Full Job Description
đź“‹ Description
- • The Senior New Business Case Manager I role at Pacific Life Insurance Company is a remote position focused on ensuring the accuracy, completeness, and regulatory compliance of new business applications for Edward Jones financial professionals, directly impacting client onboarding and service quality.
- • Day-to-day responsibilities include reviewing and processing case work, analyzing application details for compliance, following up on outstanding requirements, communicating with agents and financial institutions, maintaining updated systems, meeting productivity and quality metrics, and collaborating with underwriting, distribution, and marketing partners to resolve issues and set proper expectations.
- • The New Business Case Manager Team operates within Pacific Life’s broader mission to support policyholders through reliable, efficient service, partnering with financial professionals to ensure smooth application processing and uphold the company’s commitment to service excellence and client trust.
- • In this role, you will develop expertise in life insurance underwriting terminology (such as labs, APSs, MVRs), strengthen cross-functional collaboration skills, gain experience in high-volume financial services operations, and build proficiency in regulatory compliance and customer-facing communication—positioning you for growth within Pacific Life’s operations and client service divisions.
🎯 Requirements
- • College degree and/or equivalent experience preferred
- • Experience working successfully with a variety of customers, preferably within the financial services industry
- • Ability to complete assignments in a high-volume, fast-paced environment while balancing accuracy, speed, and thoroughness
- • Clear verbal and written communication skills
- • Ability to work effectively in a team environment
- • Strong desire to deliver a superior customer service experience
🏖️ Benefits
- • Medical, Dental, Vision, and Wellbeing Reimbursement Account available from day one for employees and eligible dependents
- • Generous paid time off including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- • Paid Parental Leave and Adoption Assistance Program
- • Competitive 401k savings plan with company match and additional contribution regardless of participation
- • Commitment to diversity, inclusion, and authenticity in the workplace
- • Access to Workday Performance Management and goal-setting processes with supervisor support for skill development
Skills & Technologies
About Pacific Life Insurance Company
Pacific Life Insurance Company is a mutual life insurer founded in 1868 and headquartered in Newport Beach, California. It provides life insurance, annuities, mutual funds, and investment products to individuals, businesses, and pension plans. The company manages assets through Pacific Life Insurance Company and Pacific Life & Annuity Company, supporting retirement, wealth transfer, and asset accumulation needs. It operates nationwide, distributing products via financial advisors, brokers, banks, and institutional channels, and is licensed in all 50 states and the District of Columbia.
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