Sr. Executive​/COLI Case Design Analyst

Job Description

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better.

Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking a talented Sr. Executive Benefits/COLI Case Design Analyst to join our Executive Benefits Unit in Newport Beach, CA.

• Work collaboratively with the FVP, advisors, and TPAs to design comprehensive executive benefit programs
• Maintain strong familiarity with COLI and CSLI executive benefits products & riders
• Compile data and plan design parameters from a variety of sources
• Use illustration software to create new business and inforce COLI illustrations
• Provide accurate deliverables, including financial analysis and proposals, in a timely manner
• Assist with presentations to prospects and clients as requested
• Maintain an inventory of active cases and provide periodic status updates
• Coordinate with New Business teams to ensure timely policy issue, provide corrected or revised illustrations promptly when requested
• Create and maintain plan documentation
• Participate in team meetings and contribute to the overall growth of the Corporate Solutions team
• Contribute to product development efforts by conducting competitive studies and recommendations for product enhancements
• Promote and market Pacific Life products to win the business

• 4-year degree or equivalent experience
• 8+ years in the life insurance industry, including 5+ years in COLI Non-Qualified Deferred Compensation design
• Strong knowledge of all Executive Benefits (COLI and non-COLI) products and marketplace
• Ability to handle a variety of concurrent projects, servicing clients proactively, as well as reacting appropriately to changing priorities
• Ability to communicate effectively in person, in writing, and on the phone
• Attention to detail
• Analytical and creative problem-solving skills
• Ability to organize tasks and data
• Math aptitude
• Proficient in life insurance illustration software; familiarity with Elective Deferral, SERP, and Split Dollar concepts and associated proposal development programs
• Experience working in MS Office (particularly Powerpoint and Excel)
• Position requires FINRA Series 6, 63, SIE, and Life licenses within 180 days of Start
• Proficient in MS Office Suite

• Knowledgeable of Pacific Life products
• Strong user of Pacific Life's Illustration software
• Strong knowledge of all Executive Benefits (COLI and non-COLI) products and marketplace
• Experience preparing and delivering presentations, especially in Power Point
• Can present complex details in an easily understandable format
• Excellent analytical, problem-solving, and decision-making skills
• Self-starter with a growth mind-set focused on continual improvement
• Is flexible with the ability to accept and manage change
• Thrives as a member of a highly collaborative and cohesive team

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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

$91,350.00 - $

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at  What's life like at Pacific Life? Visit