Senior Case Design Analyst

Pacific Life Insurance Company$80K — $98K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • FINRA SIE and Series 6 licenses required (or within 90 days of start date)
  • 7 years of case design experience
  • Experienced in conversing with Financial Advisors
  • Creativity in case design tailored to specific situations

Responsibilities

  • Design complex insurance cases using advanced concepts
  • Promote Pacific Life's offerings to producers
  • Generate customized product illustrations using specialized software
  • Provide assistance regarding sales illustrations and software use
  • Support RLO case designers with illustration requests
  • Conduct competitor analysis and develop marketing strategies
  • Coordinate in-force illustration requests from Producers

Benefits

  • Comprehensive health benefits including Medical, Dental, and Vision
  • Generous paid time off including holidays and financial planning days
  • Paid Parental Leave and Adoption Assistance
  • Competitive 401k plan with company match and additional contributions
Full Job Description
Job Description:

We9re actively seeking a talented Sr Case Design Analyst to join our Regional Life Office (RLO) Case Designer team in Omaha, NE or Newport Beach, CA.

Based on your skills, experience, and geographic location, we will determine the position level and compensation that best align with your qualifications. This role is hybrid and will be required to be in office one day per week.

As a Sr Case Design Analyst, you will consult with producers on the types and uses of various life insurance products. You will gather information, analyze needs, and design complex cases using advanced concepts.

How you will make an impact:
  • Design cases using advanced concepts (e.g. split dollar, premium financing, deferred compensation, etc.).
  • Promote Pacific Life business to producers.
  • Generate and customize advanced concept product illustrations for new business using specialized illustration software.
  • Answer questions regarding sales illustrations and illustration software use.
  • Provide back up illustration support as needed for RLO case designers.
  • Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities.
  • Provide and coordinate in-force illustration requests from Producers
  • Provide specialized reports as needed.


The experience you will bring:
  • FINRA SIE and Series 6 licenses required (or within 90 days of start date)
  • 7 years of case design experience
  • Experienced in conversing with Financial Advisors
  • Creativity in producing the appropriate case design for the individual situation presented.


What will make you stand out:
  • 7+ years of life insurance illustration/case design, or related, experience
  • Life insurance industry designations


#LI-KB1

Base Pay Range:

The base pay range noted represents the company9s 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.

$80,820.00 - $98,780.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we9re 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, we9ve 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


What9s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

About Pacific Life Insurance Company

Pacific Life Insurance Company Careers

There has never been a more opportune time to join the dynamic team at Pacific Life Insurance Company—a leader in the insurance industry known for its commitment to innovation, leadership, and professional growth.

Work You’ll Do

Join Pacific Life Insurance Company’s esteemed team to assist in pioneering efforts that drive the insurance industry forward. At the intersection of technology, industry expertise, and digital innovation, Pacific Life Insurance Company stands as a beacon of transformative solutions and services. Lead in a unique position in the marketplace, leveraging deep industry knowledge and a commitment to digital innovation to enhance client experiences and outcomes. Engage with a diverse global team of business and technology advisors, helping clients navigate through their challenges with cutting-edge solutions. Collaborate with dedicated professionals who are at the forefront of integrating technology and insurance services to deliver exceptional results.

Introducing the Pacific Life Insurance Company Professional Growth and Development Initiative

The initiative aims to build a leading advisory team to guide some of the most well-known companies through their transformation journeys, utilizing innovative insurance solutions.

Do Innovative Work

Be part of a team that is not just the largest but the most knowledgeable in the insurance sector, with a focus on delivering targeted solutions through a depth and breadth of consulting experience that is unmatched.

Drive Innovation and Leadership

Work on a wide range of projects that harness the capabilities of Pacific Life Insurance Company’s robust technological and service-oriented frameworks.

Future-Proof Your Career

Advance your career with Pacific Life Insurance Company, where the opportunities for growth are vast, supported by comprehensive training, development, and certification programs.

Explore Job Opportunities and Internships

Discover various job opportunities and internship positions that allow you to bring your skills and passion to a team that values innovation and leadership. Pacific Life Insurance Company is committed to fostering a culture of diversity and inclusion, providing a platform for professional development and personal growth.

The Pacific Life Insurance Company Employment Experience

With a commitment to diversity training and a culture that promotes networking and professional growth, Pacific Life Insurance Company helps team members thrive in a supportive and dynamic environment. Clients and employees alike look to Pacific Life Insurance Company for leadership in creating industry-leading solutions that promote growth and innovation.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Pacific Life Insurance Company seeks passionate, curious, creative, and solution-driven team players.

SEARCH PACIFIC LIFE INSURANCE COMPANY JOBS

Keep Up to Date

Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the professionals who work at Pacific Life Insurance Company.

READ CAREERS BLOG

Job Alert Emails

Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at Pacific Life Insurance Company.
Learn more about Pacific Life Insurance Company

Similar Jobs

More Jobs at Pacific Life Insurance Company

More Finance & Insurance Jobs

Find similar Senior Case Design Analyst jobs: