✦ Luna Orbit — QA & Testing

Hybrid Case Design Analyst

at Pacific Life

📍 2 Locations Hybrid 💰 $36 – $45 USD / year Posted April 01, 2026
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Position Details

Salary $36 – $45 USD / year
Type Full-Time
Experience entry
Exp. Years 1-2+ years
Education Not specified
Category QA & Testing

About this role

Pacific Life is seeking a Case Design Analyst to support life insurance illustrations, run inforce illustrations, and provide training and support for illustration software. This hybrid in-office role requires licensing within 180 days and strong customer service skills.

Key Responsibilities

  • Provide Case Design and Illustration Software Support by answering phone calls and responding to email requests
  • 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

Technical Overview

Role centers on case design and illustration software, processing inforce illustrations, and MS Office expertise with emphasis on customer-facing support and training.

Ideal Candidate

The ideal candidate is an entry-level Case Design Analyst with 1-2 years in life insurance, proficient with illustration software and MS Office, capable of providing case design support and end-user training, and holds FINRA Series 6/63 and SIE within 180 days.

Must-Have Skills

Life insurance industry experience with running illustrations and knowledge in case designFINRA Series 6Series 63and SIE licenses within 180 days of Start DateDetail orientedanalyticaland excellent verbal and written communicationExcellent customer service skillsProficient in MS Office Suite

Nice-to-Have Skills

Knowledgeable of Pacific Life productsStrong user of Pacific Life's Illustration softwareExperience with illustration softwareExperience with Pacific Life marketing campaigns

Tools & Platforms

Illustration softwareMS Office Suite

Required Skills

life insurancerunning illustrationscase designillustration softwareinforce proposalsFINRA Series 6FINRA Series 63SIELife licensesMS Office SuiteMicrosoft Office Suite

Hard Skills

FINRA Series 6FINRA Series 63SIELife licensesMS Office SuiteMicrosoft Office SuiteIllustration softwareCase Design SoftwareLife insuranceinforce proposals

Soft Skills

Detail orientedAnalyticalVerbal communicationWritten communicationCustomer serviceTeamworkHigh-volumefast-paced environment

Certifications

Required

FINRA Series 6FINRA Series 63SIE

Industry & Role

Industry Insurance
Job Function Support life insurance case design and illustration software with training, testing, and end-user assistance
Role Subtype Automation QA Engineer

Keywords for Your Resume

case design analystlife insuranceillustration softwareinforce proposalsFINRA Series 6FINRA Series 63SIELife licensesMS Office SuiteMicrosoft Office Suitehybridin-office one day per weeknewport beachomahacase designillustrationlife policytrainingsupport

Deal Breakers

No FINRA Series 6/63/SIE within 180 days, Not able to work in Newport Beach, CA or Omaha, NE, Unwilling to work in a hybrid in-office schedule

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