Sr. Market Research/Customer Insight Analyst 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.

Job Description

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 Market Research/Customer Insight Analyst II to join our Life Intelligence team in Newport Beach, CA or Omaha, NE on-site or on a hybrid schedule. 

How you'll help move us forward:

Market Research/Competition

• Act as subject matter expert in life insurance features and benefits across the industry. 

• Proactively monitor/research and analyze competitor product filings and launches.

• Perform competitive reviews of new and existing life products, including the ability to identify their key financial drivers.

• Create, maintain, and update key competitive intelligence resources (documents, websites, etc.).

• Benchmarking of competitor illustrated values and features to analyze and communicate product trends.

• Communicate, both verbally and in writing, actionable insights and trends to our sales teams and senior leadership.

Sales Support

• Collaborate with Sales and Marketing to understand sales objectives and distribution challenges.

• Serve as key contact for internal and external wholesalers for competitive positioning of our products.

• Coordinate and collaborate with key internal stakeholders including sales, product development, distribution, marketing, legal, as well as sales training

• Develop life competition material, including development and delivery of presentations, for training of sales teams.

• Communicate, both verbally and in writing, actionable insights and trends to our sales teams and senior leadership.

• Develop comprehensive business cases for sales and presentation to Senior Management.

• Throughout the business case development process, effectively interact and coordinate with all departments within the division.

The experience you bring:

• FINRA Series 6 License.

• 4-year degree or equivalent experience.

• 8+ years previous experience in the life insurance industry.

What makes you stand out:

• Experience preparing and delivering presentations, especially in PowerPoint.

• Can present complex detail in an easily understandable format.

• Data visualization tools (Tableau, Power BI, QlikView).

• Actuarial modeling software (Milliman MG-ALFA, Turbo Actuary).

• Excellent analytical, problem-solving, and decision-making skills.

• Self-starter with a growth mind-set focused on continual improvement.

• Is flexible with the ability to accept and manage change.

• Thrives as a member of a highly collaborative and cohesive team.

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.

Benefits start Day 1.

Your wellbeing is important. We’re committed to providing 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 a 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.

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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