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Life Insurance Illustration Case Design Jobs (NOW HIRING)

... illustrations to be used in key client presentations. The experience you bring: * Bachelors degree or equivalent work experience preferred preferred * 5+ years Life insurance case design preferred

... illustrations to be used in key client presentations. The experience you bring: * Bachelors degree or equivalent work experience preferred preferred * 5+ years Life insurance case design preferred

Provide case design training support The experience you will bring: * 1 - 2+ Years of life insurance industry experience with running illustrations and knowledge in case design * Position requires ...

Provide case design training support The experience you will bring: * 1 - 2+ Years of life insurance industry experience with running illustrations and knowledge in case design * Position requires ...

What makes you stand out: * 1 - 2+ years of life insurance industry experience with running illustrations and knowledge in case design. * Knowledgeable in Pacific Life suite of products.

Case Designer

Scottsdale, AZ · On-site

$17.25 - $22.75/hr

Generate and revise life insurance illustrations based on advisor or team member requests, incorporating changes in underwriting, premiums, and case design as needed. * Log all illustration proposals ...

Case Designer

Scottsdale, AZ · On-site

$17.25 - $22.75/hr

Generate and revise life insurance illustrations based on advisor or team member requests, incorporating changes in underwriting, premiums, and case design as needed. * Log all illustration proposals ...

Strong knowledge of life insurance products, illustration platforms, and case design; working DI ... knowledge preferred * Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software

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Life Insurance Illustration Case Design information

See salary details

$32.5K

$50.8K

$74K

How much do life insurance illustration case design jobs pay per year?

As of Jun 14, 2026, the average yearly pay for life insurance illustration case design in the United States is $50,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What is the difference between Life Insurance Illustration Case Design vs Life Insurance Underwriter?

AspectLife Insurance Illustration Case DesignLife Insurance Underwriter
Primary RoleCreating visual and numerical representations of insurance policies for clientsAssessing risks and determining policy eligibility for applicants
Required SkillsKnowledge of insurance products, illustration software, client communicationRisk analysis, medical knowledge, decision-making skills
Work EnvironmentOffice-based, collaborative with sales and marketing teamsOffice or remote, working closely with agents and medical professionals

While both roles are integral to the insurance industry, Life Insurance Illustration Case Design focuses on creating visual policy presentations for clients, whereas Life Insurance Underwriters evaluate applicant risks to determine policy approval. Understanding these differences helps clarify career paths and job expectations within the industry.

What are some common challenges faced in Life Insurance Illustration Case Design and how can they be managed?

Professionals in Life Insurance Illustration Case Design often face challenges such as staying current with ever-changing insurance regulations, accurately modeling complex client scenarios, and balancing compliance with client needs. Effective case designers must work closely with underwriters, advisors, and compliance teams to ensure that illustrations are both accurate and legally sound. Maintaining strong communication skills and a commitment to ongoing professional education helps overcome these challenges and supports the delivery of tailored solutions to clients.

What are the key skills and qualifications needed to thrive in Life Insurance Illustration Case Design, and why are they important?

To excel in Life Insurance Illustration Case Design, you need a solid understanding of life insurance products, financial concepts, and regulatory requirements, typically supported by experience in insurance or a related field. Proficiency with illustration software (such as WinFlex or proprietary carrier systems), Microsoft Excel, and possibly industry certifications like LOMA are highly valuable. Attention to detail, analytical thinking, and strong communication skills help you interpret client needs and present clear, compliant illustrations. These skills ensure accurate, tailored insurance solutions that meet both regulatory standards and client objectives.

What is Life Insurance Illustration Case Design?

Life Insurance Illustration Case Design is the process of creating detailed projections and presentations that show how various life insurance products may perform over time, based on different assumptions and client needs. These illustrations help clients visualize policy features, costs, potential cash values, and death benefits. Case designers work closely with insurance agents and underwriters to tailor solutions that align with clients’ financial goals and regulatory requirements. The process ensures transparency and helps clients make informed decisions about their life insurance options.
More about Life Insurance Illustration Case Design jobs
What states have the most Life Insurance Illustration Case Design jobs? States with the most job openings for Life Insurance Illustration Case Design jobs include:
Case Design Analyst

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago


Pacific Life rating

6.8

Company rating: 6.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

231st of 261 rated insurance


Job description

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 several talented Case Design Analysts to join our Case Design Team in office in Newport Beach, CA or Omaha NE.

As a Case Design Analyst, you'll play a key role in Pacific Life's growth and long-term success by promote the sales goals of the life division by providing best in class service, support, and training to both internal and external customers through innovative solutions, technical expertise, and exceptional customer service. Provide accurate product information, share ideas, generate inforce proposals as well as support and test all software applications used by the department. You will fill an existing role that sits on a team of 9 people in the Consumer Markets Division.

  • Candidates will work a hybrid schedule, you will be required to be in office one day per week


How you will make an impact:

  • Provide Case Design and Illustration Software Support by answering phone calls and responding to email requests that are related to products, concepts, and software

  • 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

  • Provide end user testing of illustration software

  • Provide case design training support


The experience you will bring:

  • 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.


What will make you stand out:

  • Knowledgeable of Pacific Life products

  • Strong user of Pacific Life's Illustration software

Pay and position level will be aligned to the candidate's experience, skills, and geographic location, with opportunities for growth over time.

#LI-KB

#LI-Hybrid

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.


Benefits start Day 1.
Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
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.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$36.95 - $45.17

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • 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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

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.


Pacific Life logo

About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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