Case Design Specialist II

Pacific Asset Management, LLC; Omaha (NE); Hybrid; USD 41,975 - 51,301; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Generous paid time off

401k savings plan with company match

Paid Parental Leave

Job summary

Pacific Asset Management, LLC is seeking a Case Design Specialist II for its Omaha office. This role involves providing technical support and illustrations for life insurance products, requiring 1-2 years of industry experience and relevant licenses. Candidates should possess excellent communication and customer service skills and be detail-oriented. The position allows for a hybrid work model, necessitating in-office presence once a week. Competitive benefits and pay range of $30.47 - $37.24 per hour are offered.

Qualifications

• 1 - 2+ years of experience in the life insurance industry.
• Detail oriented with excellent verbal and written communication.
• Required licenses: FINRA Series 6, 63, SIE, and Life.

Responsibilities

• Provide Case Design and Illustration Software Support.
• Consultative case design assistance with product alignment.
• Generate accurate new business illustrations.

Skills

Life insurance industry experience

Customer service skills

Analytical skills

Communication skills

Proficiency in MS Office Suite

Tools

Illustration software

Job description

Case Design Specialist II page is loaded## Case Design Specialist IIremote type: On-site 1 day a weeklocations: Newport Beach CA-700: Omaha NE-6750time type: Full timeposted on: Posted Todayjob requisition id: R16934**Job Description:**We’re actively seeking a talented Case Design Analyst to join our New Business Case Design Team in Newport Beach, CA or Omaha, NE**• This role is hybrid and will be required to be in office once per week**As a Case Design Analyst you’ll play a key role in Pacific Life's growth and long-term success by providing best in class service, support, training to both internal and external customers through innovative solutions, technical expertise, and exceptional customer service. This position will also require providing accurate product information, generation of new business life illustrations, sharing of ideas, and testing all software applications used by the department. You will fill an existing role that sits on a team of 8 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 related to products, concepts, and software.* Provide consultative case design assistance by aligning the requestor's goals with the appropriate products, riders, and features.* Generate and send out accurate new business illustrations within the specified time frame after receiving the request.* Research and resolved a wide variety of requests/inquires that are related to products, concepts, and software.* 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 in Pacific Life suite of products.* Knowledgeable in advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.* Strong user of Pacific Life's illustration software.#LI-KB1**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.$30.47 - $37.24**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.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.*Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. .