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.

High school diploma or GED required.
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.

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
Prioritization of your health and well-being including 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.

Underwriting Support Specialist II

Key skills