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/.