Pacific Life is a company that focuses on providing support for loved ones and planning rewarding retirements. The Case Design Analyst will play a key role in promoting sales goals by providing exceptional service and support to both internal and external customers.
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
Skills
- 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
- Knowledgeable of Pacific Life products
- Strong user of Pacific Life's Illustration software
Benefits
- Medical
- Dental
- Vision
- Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- 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
Company Overview
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. It was founded in 1868, and is headquartered in Newport Beach, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.pacificlife.com/.