Case Design Analyst

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 Inforce Case Design Team in Newport Beach, CA.

• This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.

As a Case Design Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by promote the sales goals of the life division by providing best in class service, support, and training to both internal and external customers through innovative solutions, technical expertise, and exceptional customer service. Provide accurate product information, share ideas, generate inforce proposals as well as support and test all software applications used by the department. You will fill an existing role that sits on a team of 9 people in the Consumer Markets Division.

How you’ll help move us forward:

• Provide Case Design and Illustration Software Support by answering phone calls and responding to email requests that are related to products, concepts, and software

• Provide consultative case design assistance by aligning requestor goals with the appropriate products, riders, and features

• Generate and send out accurate inforce illustrations within the specified time frame after receiving the request

• Promote and support marketing campaign initiatives

• Troubleshoot and analyze software to determine validity of issue

• Provide end user testing of illustration software

• Provide case design training support

The experience you bring:

• 1 - 2+ Years of life insurance industry experience with running illustrations and knowledge in case design

• Position requires FINRA Series 6, 63, SIE, and Life licenses within 180 days of Start Date

• Detail oriented, analytical, and demonstrate excellent verbal and written communication skills

• Possess excellent customer service skills needed for contact with field representatives and internal personnel.

• Ability to work in a high volume, fast paced teamwork environment

• Proficient in MS Office Suite.

What makes you stand out:

• Knowledgeable of Pacific Life products

• Strong user of Pacific Life's Illustration software

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.

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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.

$35.18 - $43.00

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