What are the responsibilities and job description for the Sr. Operations Workflow Analyst position at Pacific Life?
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 Sr. Operations Workflow Analyst to join our team! This position is remote.
As a Sr. Operations Workflow Analyst within Underwriting Operations, you will leverage data-driven insights to analyze daily workloads, evaluate resource allocation, and assess volume trends and anticipate sales forecasts to support effective management of underwriting workflows. You will partner closely with underwriting leaders to distribute and communicate daily workflow priorities, identify capacity risks, and drive operational efficiency.
In this role, you will proactively identify and recommend workflow improvements to mitigate process gaps and vendor-related bottlenecks. You will also support workforce planning efforts by coordinating cross-functional time-off requests, balancing associate availability with business needs to maintain service levels.
Additionally, you will provide operational and administrative support across underwriting and key vendor relationships, resolving issues and ensuring continuity of critical production activities. Through close collaboration with leadership, you will help coordinate vendor initiatives, contracts, and key deliverables that support operational performance.
Reporting to the AVP, Experience and Partnerships, you will contribute to a seamless underwriting experience by ensuring workflows are efficient, responsive, and aligned to business priorities. Success in this role requires strong attention to detail, the ability to navigate complexity, and a collaborative approach to connecting business, technology, and vendor partners.
You will be responsible for managing intraday and short-term capacity, ensuring staffing aligns with workload demands and service objectives. Working closely with underwriting leaders, you will provide real-time guidance to prioritize workflows and maintain productivity.
This role requires strong analytical capabilities to interpret volume trends, forecasts, and operational drivers, as well as the ability to translate insights into actionable decisions. Success also depends on proactively identifying workflow inefficiencies, recommending process improvements, and effectively collaborating across internal teams and external vendors to sustain operational performance.
How You'll Help Us Move Forward
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.
$35.22 - $43.04
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.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
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.
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 Sr. Operations Workflow Analyst to join our team! This position is remote.
As a Sr. Operations Workflow Analyst within Underwriting Operations, you will leverage data-driven insights to analyze daily workloads, evaluate resource allocation, and assess volume trends and anticipate sales forecasts to support effective management of underwriting workflows. You will partner closely with underwriting leaders to distribute and communicate daily workflow priorities, identify capacity risks, and drive operational efficiency.
In this role, you will proactively identify and recommend workflow improvements to mitigate process gaps and vendor-related bottlenecks. You will also support workforce planning efforts by coordinating cross-functional time-off requests, balancing associate availability with business needs to maintain service levels.
Additionally, you will provide operational and administrative support across underwriting and key vendor relationships, resolving issues and ensuring continuity of critical production activities. Through close collaboration with leadership, you will help coordinate vendor initiatives, contracts, and key deliverables that support operational performance.
Reporting to the AVP, Experience and Partnerships, you will contribute to a seamless underwriting experience by ensuring workflows are efficient, responsive, and aligned to business priorities. Success in this role requires strong attention to detail, the ability to navigate complexity, and a collaborative approach to connecting business, technology, and vendor partners.
You will be responsible for managing intraday and short-term capacity, ensuring staffing aligns with workload demands and service objectives. Working closely with underwriting leaders, you will provide real-time guidance to prioritize workflows and maintain productivity.
This role requires strong analytical capabilities to interpret volume trends, forecasts, and operational drivers, as well as the ability to translate insights into actionable decisions. Success also depends on proactively identifying workflow inefficiencies, recommending process improvements, and effectively collaborating across internal teams and external vendors to sustain operational performance.
How You'll Help Us Move Forward
- Lead intraday and short-term capacity management, aligning staffing to changing workload demands and service level targets.
- Analyze volume trends, forecasts, and operational drivers to optimize resource allocation.
- Provide real-time direction and prioritization guidance to underwriting leaders to ensure timely workflow execution.
- Analyze intraday, weekly, and monthly reporting, including variance against forecasts and provide actionable insights based on trends.
- Monitor and analyze key operational metrics and performance trends, identifying improvement opportunities.
- Identify workflow inefficiencies, process gaps, and bottlenecks, including those involving vendor dependencies.
- Recommend and help implement data-driven process improvements to enhance speed, quality, and consistency.
- Support day-to-day vendor workflows, including escalations, issue resolution, and reconciliation activities
- Coordinate and track vendor initiatives, deliverables, and performance outcomes.
- Monitor contract performance, invoice tracking, and lifecycle management.
- Provide back-up support across Vendor Ops and NB Workflow as needed
- Bachelor’s degree in Business, Finance, Insurance, or related field (or equivalent experience).
- 5 years of experience in insurance, financial services, or operations.
- Strong knowledge of insurance products and policy structures.
- Demonstrated ability to analyze complex data/processes and translated into actionable decisions
- Advanced proficiency in Excel, Microsoft Word, PowerPoint, and Adobe.
- Exceptional attention to detail and accuracy with execution discipline.
- Strong organizational, project coordination and decision-making skills.
- Ability to manage multiple priorities
- Strong understanding of business operations, processes, and workflow management
- Proven success with third-party vendor contracts and oversight
- Familiarity with life insurance products, financial services, and operations
- Minimum of 5 years of experience in support and analysis roles
- Proficiency in learning complex processes
- Excellent communication and interpersonal skills
- Experience with project management and implementation
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.
$35.22 - $43.04
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
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
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.
Salary : $35 - $43