Case Design Analyst

Job Description:

Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Case Design Analyst to join our Inforce Case Design Team in Newport Beach, CA. The work mode for this role can be on-site or hybrid.

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

The experience you will 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 will make you stand out:

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

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. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

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

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.