Case Design Life Insurance Illustrations Analyst

Pacific Asset Management, LLC; Newport Beach (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

Generous paid time off

Paid parental leave

401(k) savings plan with company match

Job summary

Pacific Asset Management, LLC seeks talented Case Design Analysts for its team in Newport Beach, CA or Omaha, NE. You will provide best-in-class service and support, assisting internal and external customers to meet sales goals.

This hybrid role requires in-office attendance one day a week, with responsibilities including case design support, producing illustrations, and testing software applications. Candidates should possess 1–2 years in the life insurance industry, with critical skills in communication and software proficiency.

Benefits include medical, dental, and vision coverage, paid time-off, and a 401(k) savings plan with company match.

Qualifications

• 1–2+ years of experience in life insurance with illustration knowledge.
• Detail-oriented with analytical skills and excellent communication.
• Ability to work in a fast-paced teamwork environment.

Responsibilities

• Provide Case Design and Illustration software support.
• Produce accurate illustrations and generate in-force proposals.
• Troubleshoot software issues and train on case design.

Skills

Detail-oriented

Analytical skills

Excellent verbal and written communication skills

Excellent customer service skills

Proficient in Microsoft Office Suite

Education

1–2+ years of life insurance industry experience

FINRA Series 6, Series 63, SIE, and life licenses

Tools

Pacific Life's Illustration software

Job description

An embedded description of the job role states that Pacific Life seeks several talented Case Design Analysts for its Case Design Team located in Newport Beach, CA or Omaha, NE. The position emphasizes providing best-in-class service, support, and training to internal and external customers to promote sales goals.

Location: Newport Beach, CA or Omaha, NE. Hybrid schedule; employee required to be in office one day per week.

Responsibilities

• Provide Case Design and Illustration Software Support by answering phone calls and responding to email requests related to products, concepts, and software.
• Produce accurate illustrations within specified time frames after receiving requests.
• Support and test all software applications used by the department; provide end‑user testing of illustration software.
• Assist in generating in‑force proposals and support marketing campaign initiatives.
• Provide consultative case design assistance by aligning requestor goals with appropriate products, riders, and features.
• Troubleshoot and analyze software issues to determine validity of issues.
• Provide case design training support.

Qualifications

• 1–2+ years of life insurance industry experience with running illustrations and knowledge of case design.
• FINRA Series 6, Series 63, SIE, and life licenses required within 180 days of start date.
• Detail‑oriented with analytical skills and excellent verbal and written communication skills.
• Excellent customer service skills for contact with field representatives and internal personnel.
• Ability to work in a high‑volume, fast‑paced teamwork environment.
• Proficient in Microsoft Office Suite.

Standing Out

• Knowledgeable of Pacific Life products.
• Strong user of Pacific Life's Illustration software.
• Experience with hybrid work schedules.

Benefits

• Prioritization of health and wellbeing: Medical, Dental, Vision, and a Wellbeing Reimbursement Account.
• Generous paid time off options: Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid parental leave and an adoption assistance program.
• Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. For qualified individuals 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 due to your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.