Case Design Specialist II

Job Description:

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 Specialist 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 Specialist 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.

How you’ll help move us forward:

• 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.

The experience you bring:

• 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 makes you stand out:

• 1 - 2+ years of life insurance industry experience with running illustrations and knowledge in case design.

• 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.

#LI-KB1

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

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

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.