14 client representative jobs found in Newport Beach

Job Description: Pacific Life is seeking an experienced and visionary Assistant Vice President, Policy Administration Strategy & Architecture to drive the strategic direction and execution of policy administration systems focused on advancing capabilities through digitization, automation, and AI enablement across our Consumer Markets Division, delivering scalable, efficient, and customer-centric solutions. This role will lead the technical strategy, architecture, and execution of core administration systems, partnering closely with business leaders in a “two-in-a-box” model to deliver measurable business outcomes. The AVP will champion innovation, define the future-state architecture, and ensure alignment between technology investments and business priorities to position the organization for long-term success. This role will be located onsite in one of our office locations, preferably in Newport Beach, CA. Key Responsibilities Strategic Leadership Define...

As the Sales Analyst with Guardian Life, you will be primarily accountable to act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market.  You are also accountable for following all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes.  A successful Sales Analyst must demonstrate strong product / business knowledge, collaboration / communication skills, project management, and the ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc). You Are This role requires a highly organized professional who is comfortable reaching out to clients by phone and supporting a customer‑focused, sales‑oriented approach while aligning with Guardian’s business objectives. The individual demonstrates strong analytical and detail‑oriented skills, with the ability to review RFP data, identify...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and...

Job Description: Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Mutual Fund/Investment Compliance Analyst to join our Funds Law Team. Preference is for this person to be based in Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE office as well. As a Mutual Fund/Investment Compliance Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team.  You will fill an existing role that sits on a team of four in the Corporate Division, Office of the General Counsel. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment. How you will make an impact:...

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. How you'll help move us forward: Prior investment accounting experience not required. The team has a strong mentorship core and will provide training. As an Investment Accountant III, you will be involved in the Financial Reporting, Accounting and operations for the Private Equity asset class and your responsibilities will include the following: Financial...

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 Case Design Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA or Omaha, NE. As a Case Design Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people in the CMD Strategy and Enablement...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Manages all aspects...

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 AVP Actuary to join our Product R&D team in Newport Beach, CA; Omaha, NE; or Charlotte, NC . This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As an AVP Actuary you’ll move Pacific Life, and your...

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 S enior Actuary to join our Annuity Inforce Management in Newport Beach, CA, Omaha, NE or Charlotte, NC. This role follows a hybrid schedule of four days in the office (on-site) . If you are not currently located near one of our offices, we offer comprehensive relocation assistance. Key responsibilities on the team are:...

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 Senior Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.  As a Senior Annuity Marketing Strategist, you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. This is a hybrid role that...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.    DUTIES & RESPONSIBILITIES: Works closely with Producers...

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. Pacific Life is on the lookout for a driven and innovative Manager, Applications Development to join our forward-thinking Illustrations Team . Our Illustrations platform is more than just a system – it's a key strategic differentiator that fuels enhanced customer experience and powers business growth across the organization. This role follows a flexible...

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. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We’re actively seeking a talented Senior Compliance Analyst II to join our Distribution & Marketing Compliance team in Newport Beach, CA. This hybrid role empowers you to collaborate effectively both...