Pacific Life

• Manage and develop existing producer relationships and recruit new relationships. • Execute marketing campaigns, attend company, industry and intermediary meetings, speak in front of groups. • Work with internal sales, case design, and underwriting partners. • Collaborate with peers on sales ideas. • Develop and execute a business plan for your territory. • Recruit and develop new firms who likely do not currently sell life insurance. • Work with advisors, firms and IMOs/BGAs who do already sell life insurance and incorporate Pacific Life into their client offering.

Design, implement, and maintain network infrastructure while collaborating with security teams to establish protective measures. Manage network upgrades and analyze security threats to ensure a secure global enterprise environment.

Title: Sr Network Engineer Location: Charlotte - NC time type Full time job requisition id R17039 Job Description: 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 Network Engineer to join our team in our brand-new Charlotte, NC location. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. Pacific Life is investing in its global network and security to support its digital transformation journey. As such, we are searching for a Network Engineer to join a small team to help us transform our network and to protect our customers and brand. This engineer will design, implement, maintain, and support our growing network infrastructure. This person will also collaborate with our corporate security team to design and build security controls to protect our environment. The successful candidate will have served in a similar role in a Fortune 500 environment and will have significant experience in supporting global networks. How you’ll help move us forward: - Implement products, platforms, software, hardware, or appliance-based solutions related to network and network security. - Interface with management and vendors to develop and implement new solutions to meet business requirements. - Design and manage the rollout of various network infrastructures with necessary capacity planning, performance tuning, and configuration optimization - Perform network maintenance and system upgrades including service packs, patches, hot fixes and security configurations - Maintain network security across the global enterprise; analyze networks for security threats. Monitor organization’s networks for security breaches and investigates violations when they occur. - Use network tools for administration, maintenance, automation, and visualization reporting - Develops technical documentation describing the deployment, configuration, and management of network infrastructure. - Participates in IT security audits. Responds to existing audits and ensures required controls are implemented as required. - Builds strong relationships outside of IT to understand business needs. Communicates complex details in a way that people can understand. Advocates for the end user and stakeholder by becoming associated with the products, empathizing with and understanding user needs. The experience you bring: - Must have a minimum of 7 years of experience in IT, configuring and installing various network devices and services (e.g., routers, switches, firewalls, load balancers, VPN, QoS) - Candidate must have advanced technical skills and experience with the following L2 and L3 protocols and technologies such as IPSec, DMVPN, BGP, OSPF, VPC, QoS, 802.1x. Be familiar with Cisco IOS, IOS-XE and NXOS. - Candidate must be familiar with various platforms – NetScaler, F5, Riverbed, Palo Alto, Cisco (Catalyst, ISR, ASR, Nexus, ASA/FTD). Cisco ACI is a plus. - Must have an understanding of open-source and other tools to assist in monitoring, troubleshooting and performance analysis. - Must have excellent communication and problem-solving skills, attention to detail - One or more of the following certifications: Cisco CCNP, Cisco CCIE - Flexible schedule, including the ability to work nights and weekends - B.S/MS in Engineering and/or Computer Science or equivalent experience #LI-TM1 Additional Job Description - Works independently, receives minimal guidance. - Acts as a resource for colleagues with less experience. - May lead functional teams or projects. 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. $125,100.00 - $152,900.00 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

Role Description 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 - 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 - Proactively identify and recommend workflow improvements to mitigate process gaps and vendor-related bottlenecks - Support workforce planning efforts by coordinating cross-functional time-off requests - Balance associate availability with business needs to maintain service levels - Provide operational and administrative support across underwriting and key vendor relationships - Resolve issues and ensure continuity of critical production activities - 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 - 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 - Providing real-time guidance to prioritize workflows and maintain productivity - Interpreting volume trends, forecasts, and operational drivers - Translating insights into actionable decisions - Identifying workflow inefficiencies, recommending process improvements, and collaborating across internal teams and external vendors 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 - Analyze intraday, weekly, and monthly reporting, including variance against forecasts - Monitor and analyze key operational metrics and performance trends - Identify improvement opportunities - Identify workflow inefficiencies, process gaps, and bottlenecks - Recommend and help implement data-driven process improvements - 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 Qualifications - 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 translate 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 Requirements - 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 Benefits - Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account - 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

Role Description We’re actively seeking a talented Life Insurance Underwriter to join our Consumer Markets Division. This role supports 100% remote work. As an Underwriter, you’ll play a key role in Pacific Life’s growth and long-term success by: - Evaluating insurance applicants and correlating all aspects of risk to determine whether to accept, modify, or decline applications. - Focusing on mortality by evaluating the risk of death, which includes history, degree of medical maintenance, treatment, and flags of potential future risk. - Being a crucial part of the placement of Life Insurance coverage and impacting our position in the marketplace and relationship with distribution partners. Now is a great time to join our Underwriting team as we update our tools and achieve accelerated underwriting. Our underwriters are empowered to grow their careers through learning and development opportunities. How you will make an impact: - Starting with review of upfront underwriting data and tools. - Handling additional underwriting requirements by determining value, ordering, and reviewing to perform risk selection. - Finalizing cases. - Data entering medical history and using system workbenches to process and decision cases. - Demonstrating dependability, organization, and sound judgment by adhering to schedules and meeting all productivity, quality, and performance standards. Qualifications - 7-10+ years of Life Insurance Underwriting experience with proven proficiency in underwriting processes and philosophies. - Ability to handle advanced decision level authorities without a co-signature (1 Million or higher). - Effective written and verbal communication skills with the ability to build relationships both internally and externally. - Critical thinking skills and attention to detail with the ability to quickly identify information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. - Ability to interpret meaning of information for others; translating or explaining what information means and how it can be used. - Ability to develop specific goals, plan, and prioritize work. Requirements - Bachelor's Degree. - BGA and Trial Experience Preferred. - Completion of LOMA 280/281 and 290/291; actively working toward AALU, FLMI, and FALU. Benefits - 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. Company Description Pacific Life is 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.

Senior Actuary (FSA) - Enterprise Finance & Actuarial Projects Location: Newport Beach, CA, Omaha, NE, or Charlotte, NC 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 Actuary to join our Enterprise projects team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As Senior Actuary, you’ll play a key role in Pacific Life’s growth and long-term success by primarily executing critical enterprise-wide projects. This role will be within Enterprise Actuarial Projects team but will have the opportunity to support a variety of actuarial projects that may involve collaborating with teams across the enterprise. How you’ll help move us forward: - Leading and managing complex actuarial projects, ensuring timely and accurate completion. - Providing support across enterprise actuarial transformation efforts leading to efficiencies. - Driving consistent enterprise-level implementation of new actuarial reporting requirements and methodologies under external or internal reporting bases. - Support implementing model development projects, conversions and large-scale changes. - Ensuring appropriate stakeholder management through presentations to senior management, summarizing findings and providing actionable recommendations. - Communicating complex actuarial concepts and results to non-actuarial stakeholders in an understandable manner. - Implementing required new regulatory changes involving actuarial responsibilities. - Supporting the execution of large reinsurance transactions. - Providing resource backfill support across Enterprise Actuarial. - Training and mentoring junior actuarial staff, fostering their professional development and ensuring high-quality work. The experience you bring: - 6+ years actuarial experience, 4-year degree or equivalent experience, - FSA designation - Working knowledge of various reporting frameworks including regulatory and management reporting; economic value / economic capital, risk-neutral and real-world liabilities, best estimate, and padded assumption setting, etc. - Experience in understanding and optimizing various work processes. - Demonstrable ability to plan and prioritize time and deliver to deadlines. - Knowledge of model development platforms and data processes - Familiarity with synthesizing messaging via visual software including PowerPoint, Tableau/PowerBI, etc. What makes you stand out: - Ability to work in a fast-paced, dynamic environment with high degrees of ambiguity arising from a period of significant change. - Strong communication (both written and verbal) and interpersonal skills, demonstrating ability to build effective relationships and collaborate. - Understanding of change management and its importance in delivering successful transformation. - Highly organized and delivery focused. - Self-starter, solution-based thinker. You can be who you are. People come first here. We’re committed to a diverse, equitable and 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. 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. $167,670.00 - $204,930.00 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 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.

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. • Meet annual sales goals as established by the Sales Leadership. • Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. • Continually work to strengthen, deepen, and grow broker relationships. • Execute appropriate number of broker meetings per week with assigned brokers. • Drive a pipeline of appropriate number of RFP’s per month. • Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. • Demonstrate proficiency in the group products sold by Pacific Life. • Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. • Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. • Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. • Participate in ongoing industry and community activities to stay attuned to industry trends. • Represent the company as needed with legislative platforms, industry events, community activities. • Perform other job-related duties or special projects as required.

Role Description Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Indiana and Kentucky. As Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on: - Building relationships - Developing and executing broker specific strategies - Driving growth toward sales goals within the Broker Distribution Channel You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life’s Group Benefits value proposition and meet collective sales goals. You will report directly to Regional Sales Manager. How you'll help move us forward: - Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. - Meet annual sales goals as established by the RVP of Broker Distribution. - Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. - Continually work to strengthen, deepen, and grow broker relationships. - Execute appropriate number of broker meetings per week with assigned brokers. - Drive a pipeline of appropriate number of RFP’s per month. - Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. - Demonstrate proficiency in the group products sold by Pacific Life. - Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. - Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. - Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. - Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. - Perform other job-related duties or special projects as required. Qualifications - 5+ years’ experience in group benefits sales with an established presence in the broker marketplace - College degree with concentration in business management, finance, or risk management or equivalent work experience is required. - The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. - An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. - Ability to seek opinions of others, process feedback and take smart risks. - A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. - Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. - Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. Requirements - Strong performance orientation and drive for results - Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues - Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders Benefits - 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. - 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

Title: AVP Actuary - Product R&D Location: Newport Beach, CA; Omaha, NE; or Charlotte, NC time type: Full time job requisition id: R16882 Hybrid 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 career, forward by leading a team in the development of innovative, risk-efficient product solutions; owning the R&D strategy, feasibility work, risk analysis, and market research. You will fill an existing role with a team of six people in the Consumer Markets Division (CMD) that services retail life insurance and annuity clients. Your colleagues will include product development, finance and risk actuaries; as well as teams from distribution, customer experience, and strategy. How you’ll help move us forward: - Product R&D - Own and lead product R&D initiatives, which are critical to CMD achieving its growth and profitability targets, through innovative product offerings. - Develop R&D strategy, manage feasibility and prioritization with product and CMD strategy teams, align R&D initiatives with product roadmap execution - Take full responsibility for the impact and risks associated with new product features, ensuring they meet or exceed risk and profitability targets. - Oversee the development of risk management strategies, including investment, ALM, capital optimization, and hedging, for new product offerings. - Annuity market and strategic intelligence: - Manage annuity ideation pipeline, gathering and curating annuity product ideas from internal teams and industry sources, evaluating their feasibility and market potential, prioritizing them based on strategic importance, and securing prioritization buy-in from senior stakeholders. - Accountable for researching Pacific Life target markets to understand distribution and product needs, identify gaps in current offerings, R&D solutions to fill those gaps, and collaborate with product strategy and distribution teams to develop features to meet unmet needs. - Analyze key competitors’ product and distribution strategies, determine their go-to-market approach and differentiators, and evaluate designs that can capture market share from these competitors. - CMD new-business capital strategy: - Act as the primary liaison between CMD and the Enterprise Capital Solutions team, ensuring alignment on capital strategies for new business. Represent CMD new business in capital strategy decisions. - Propose reinsurance structures and participate in the decision-making process to develop solutions that optimize capital efficiency for CMD’s new business offerings. - Lead and coach R&D team: - Accountable for decision-making and resource allocation in Product R&D, balancing successful project delivery and talent development for a team of six professionals. - Thought leader in innovation for CMD, actively promote design thinking principles, and build cross-functional relationships to deliver competitive, market-leading solutions. The experience you bring: - FSA with at 10+ years in life insurance and annuity, primarily in product development and associated roles - Extensive experience with life insurance and annuity design, pricing, hedging, risk management, and reinsurance strategies strongly preferred - Demonstratable experience of leading a team, including leading, delegating, mentoring, and developing team members - Strong interpersonal skills, working effectively across various disciplines and functions within the organization. Quickly establishes and nurtures trust and confidence among internal stakeholders. Proven capability to lead, facilitate, and drive effective decisions cross-functionally - Excellent written and verbal communication skills, ability to manage relationships with stakeholders of varying seniority in Actuarial and non-Actuarial teams. - Strong analytical skills and a demonstrable ability to plan and prioritize workloads and deliver to deadlines. - Ability to be forward-looking and anticipate future needs, with proven track record of effectively delivering in a dynamic and fast-changing environment. Applies creative thinking to complex challenges, proactively offering ideas and solutions while anticipating potential obstacles Base salary range: $230,000 - $260,000 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. 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. • Review, evaluate and process case work as directed by supervisor according to department procedures. • Analyzes case information and identifies appropriate action. • Provides and collects information ensuring systems are both updated and noted with the appropriate level of detail. • Meet or exceed productivity and quality metrics per department guidelines. • Case outreach and follow up activity are timely and professional. • Utilize necessary CMD resources and tools to determine regulatory, product and case design requirements. • Understands NB and UW terminology (labs, APSs, MVRs, etc.). • Become familiar with reasoning for requirements. • Establish relationships with underwriting, distribution partners and marketing partners by understanding their needs and communicating timely and effectively with them. • Communicates effectively with and/or creates correspondence for producers, field offices and external interested parties as applicable. • Sets proper expectations with producers/offices/FVPs. • Supports department needs as assigned. • Maintains positive and professional interactions with peers, trainers, internal customers, and leaders across all activities; Effectively collaborates to overcome challenges.