Case Design Specialist
As a Case Design Specialist II, you’ll play a key role in Pacific Life’s growth and long-term success by providing illustration and case design support to assist cases through the sales process. You will fill an existing role that sits on a team of 10 people in the Life Insurance Division. Provide case design assistance to facilitate sales of the Life Insurance products. Run new business illustrations
Answer phone calls and provide consultative case design support. Answer questions regarding Pacific Life illustration software and products. Provide case design training support. Occasional project assignments.
1 to 2 years of life insurance industry experience
Possession of Series 6 and SIE licenses and/or life insurance license
Experience using Life Insurance illustration software
MS Word
Customer Service skills
Administrative skills
MS Teams
Time Management Skills
MS Excel skills
Verbal communication
Driven and self-motivated
written communication
Adaptability
Problem Solving Skills
Detail Oriented and Organized
Multi tasker
According to JobzMall, the average salary range for a Case Design Specialist in 45 Enterprise, Aliso Viejo, CA 92656, USA is $51,000 - $63,000. This salary range is based on data from various sources and may vary depending on experience and qualifications.
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Pacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans.
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