Pacific Life · 18 hours ago
Case Design Analyst
Newport Beach, CA
Full-time
Onsite
Entry Level
$36.95/hr - $45.17/hr
1+ years expPacific Life is a company focused on providing financial security and support to its policyholders. They are seeking a Case Design Analyst to promote the sales goals of the life division by providing service, support, and training to customers through innovative solutions and technical expertise.
FinanceFinancial ServicesInsurance
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
Qualification
Required
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
Preferred
Knowledgeable of Pacific Life products
Strong user of Pacific Life's Illustration software
Benefits
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
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
Company data provided by crunchbase