Case Design Analyst

Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a Case Design Analyst to support the sales goals of the life division by providing service, support, and training to customers through innovative solutions and exceptional customer service.

Responsibilities

• 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 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

Skills

• 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
• Knowledgeable of Pacific Life products
• Strong user of Pacific Life's Illustration software

Benefits

• Benefits start Day 1.
• 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

Company Overview