Documentation Specialist II

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 Documentation Specialist II to join our Experience and Partnerships Team as part of our Life New Business and Underwriting Organization in Location- Remote. As a Documentation Specialist II you’ll move Pacific Life, and your career, forward by partnering across Underwriting, Product, Compliance, and Technology to deliver high‑quality, compliant forms that enable new products and improve the customer journey. You will fill an existing role that sits on a team of 3 people in the Consumer Markets Division.

How you’ll help move us forward:

• Manage the end‑to‑end lifecycle of Life New Business and Underwriting forms, ensuring accuracy, consistency, and readiness for release across products and markets.

• Execute timely form updates driven by regulatory changes, new products, and business initiatives in partnership with Product, Compliance, Legal, Technology, and Vendors.

• Serve as a trusted forms and documentation resource for internal stakeholders, supporting proper usage, governance, and process alignment.

• Perform detailed quality reviews to ensure form language is clear, compliant, and customer‑friendly, incorporating stakeholder feedback through established approval processes.

• Maintain organized documentation, tracking, and reporting to support audit readiness, regulatory filings, and operational transparency.

The experience you bring:

What makes you stand out:

• Experience in forms governance and/or regulatory filings.

• Well versed in Life Insurance products.

• Familiarity with New Business and Underwriting operations.

• Familiarity with state insurance regulations requirements.

• Experience coordinating cross‑functional reviews (Compliance, Legal, Product).

You can be who you are.

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

#LI-EH2

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.

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

You Can Be Who You Are

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.