Case Design Specialist II

Pacific Life

Case Design Analyst supporting New Business Case Design Team at Pacific Life in California and Nebraska. Delivering customer support and generating business illustrations with strong technical expertise.

Posted 5/7/2026full-timeNewport Beach • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $30 - $37 per hourWebsite

About the role

Key responsibilities & impact

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 resolved 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

What you’ll need

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.

Benefits

Comp & perks

Your Benefits Start Day 1
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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

case designillustration softwaretroubleshootingend user testingconsultative assistancebusiness illustrationsanalytical skills

Soft Skills

detail orientedexcellent verbal communicationexcellent written communicationcustomer service skillsteamworkability to work in fast paced environment

Certifications

FINRA Series 6FINRA Series 63SIELife licenses