Case Design Specialist II

Pacific Life•Newport Beach, CA

3d•Hybrid

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 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.

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 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.

Responsibilities

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.

Benefits

Medical
Dental
Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation