Case Design Analyst
About The Position
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. We’re actively seeking a talented Case Design Analyst to join our Case Design Team in office in Newport Beach, CA or Omaha NE. As a Case Design Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by promote the sales goals of the life division by providing best in class service, support, and training to both internal and external customers through innovative solutions, technical expertise, and exceptional customer service. Provide accurate product information, share ideas, generate inforce proposals as well as support and test all software applications used by the department. You will fill an existing role that sits on a team of 9 people in the Consumer Markets Division. How you will make an impact: 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
Requirements
- 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.
Nice To Haves
- Knowledgeable of Pacific Life products
- Strong user of Pacific Life's Illustration software
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
Benefits
- 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
