Hybrid Case Design Analyst: Life Insurance Illustrations

Pacific Life; Newport Beach (CA); Hybrid; USD 50,902 - 62,226; Full time

Benefits offered by this job

Health and well-being benefits

Generous paid time off options

Paid parental leave

Competitive 401(k) savings plan

Job summary

Pacific Life in Newport Beach, CA, is seeking a Case Design Analyst to support the life division's sales goals. As part of a dynamic team, you will provide top-notch service and training to customers, leveraging your expertise in case design and illustration software.

Your responsibilities will include generating illustrations, assisting with case design, and providing consultative support. This role offers a hybrid work schedule, requiring presence in the office just one day a week.

Comprehensive benefits package including health coverage and generous paid time off will be available.

Qualifications

• 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.

Responsibilities

• Provide case design and illustration software support.
• Provide consultative case design assistance.
• Generate and send out accurate illustrations.
• Promote and support marketing campaign initiatives.
• Troubleshoot and analyze software.
• Provide end-user testing of illustration software.
• Provide case design training support.

Skills

Life insurance industry experience

Customer service skills

Detail oriented

Excellent communication skills

Analytical skills

Teamwork

MS Office Suite proficiency

Education

FINRA Series 6, 63, SIE, and Life licenses

Tools

Pacific Life's illustration software

Job description

Pacific Life in Newport Beach, CA, is seeking a Case Design Analyst to support the life division's sales goals. As part of a dynamic team, you will provide top-notch service and training to customers, leveraging your expertise in case design and illustration software.

Your responsibilities will include generating illustrations, assisting with case design, and providing consultative support. This role offers a hybrid work schedule, requiring presence in the office just one day a week.

Comprehensive benefits package including health coverage and generous paid time off will be available.