Case Design Specialist II

About the role

The Case Design Specialist plays 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 role is hybrid and requires being in the office once per week.

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 resolve 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.

Requirements

• 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.

Qualifications

• 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.

Skills

• Detail-oriented and analytical skills.
• Excellent verbal and written communication skills.
• Customer service skills.
• Ability to work in a high volume, fast-paced teamwork environment.
• Proficient in MS Office Suite.

Benefits

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. These include medical, dental, vision, and wellbeing reimbursement account, paid time off options, parental leave, and an adoption assistance program. Additionally, you are eligible for a competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

Pay

$30.47 - $37.24

Schedule

This role is hybrid and requires being in the office once per week.