Pacific Life→
Case Design Specialist II at Pacific Life in Omaha NE-6750
Entry LevelHybridFull-timeOmaha NE-6750$63k–$77k/yr
Skills
life insurance industry knowledgecase designfinra series 6 licensefinra series 63 licensefinra sie licenselife insurance licensems office suitepacific life illustration software
Job Description
Summary: Pacific Life is a company dedicated to providing for loved ones and planning rewarding retirements. The Case Design Specialist II will play a key role in delivering exceptional service and support to customers by providing accurate product information and generating new business life illustrations.
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 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
Required Qualifications:
- 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
Preferred Qualifications:
- 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
Required Skills: Life insurance industry knowledge, Case design, FINRA Series 6 license, FINRA Series 63 license, FINRA SIE license, Life insurance license, MS Office Suite, Pacific Life illustration software
Benefits: 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
Benefits
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