Client Implementation Associate

Job Description

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 playing a key role in supporting Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) transactions, working closely with plan sponsors and consultants to ensure smooth implementation and onboarding. We’re looking for detail-oriented and relationship-driven individuals to join the team.

How You’ll Help Move Us Forward

• Oversee every aspect of the onboarding process, from point of sale to successful transition of new plans, including contract and annuity certificate issuance for both PRT and DCLI products.
• Coordinate timelines, action items, and delivery dates with consultants, plan sponsors, prior recordkeepers, and third-party administrators.
• Lead Welcome Calls, meetings, contract reviews, and presentations to key stakeholders.
• Communicate implementation status to external and internal stakeholders.
• Support and help create due diligence presentations; participate in meetings and present as needed.
• Track post-placement activities and generate documents using Salesforce.
• Facilitate information gathering for compliance, operations, and pricing to ensure accurate contract documentation.
• Build and maintain relationships with internal and external contacts throughout implementation and ongoing support.
• Ensure timely follow-through on commitments to clients.
• Support the team with ad hoc projects, including new products and client implementations.
  
  

The Experience You Bring

• Knowledge with defined benefit and defined contribution plans.
• Strong communication, organizational, and relationship management skills.
• Ability to work collaboratively and adapt in a fast-paced environment.
  
  

What Makes You Stand Out

• Bachelor’s degree in business administration, marketing, finance, or related field
• Industry experience with Pension Risk Transfer and DCLI (sales, quoting, legal document review, relationship building/marketing).
• Project management experience
• Life Insurance license preferred (can be obtained within first year).
• Advanced degrees/designations (FSA, MBA, CFA, etc.).
  
  

You can be who you are.

People come first here. We’re committed to an 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 well-being 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.
  
  

Base Pay Range

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$78,840.00 - $96,360.00

Your Benefits Start Day 1

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. 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 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
  
  

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.