Underwriting Support Specialist II jobs in United States
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Pacific Life · 1 day ago

Underwriting Support Specialist II

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.

FinanceFinancial ServicesInsurance
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Comp. & Benefits
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H1B Sponsor Likelynote

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

Qualification

Data analysisCustomer serviceCritical thinkingMicrosoft applicationsCommunicationAttention to detailTeam collaborationAdaptability

Required

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

Preferred

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

Pacific Life

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Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.

H1B Sponsorship

Pacific Life has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)

Funding

Current Stage
Late Stage
Total Funding
$1.44B
2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M

Leadership Team

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Howard Hirakawa
Senior Vice President, Fund Advisor Operations
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Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
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Company data provided by crunchbase