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Life Insurance Illustration Case Design Jobs (NOW HIRING)

... case design and potential new business. Individuals demonstrate or develop an understanding of the life insurance industry, becoming an expert on products, carriers, competition, and the regulatory ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

... Insurance's product mechanics and distribution strategy * Life and annuity product & case design ... Ability to interpret & understand any illustration, regardless of product line or carrier. When you ...

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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:
Senior Illustration Development Analyst II

Senior Illustration Development Analyst II

Pacific Life Insurance Company

Omaha, NE

$81K - $101K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 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 a Senior Illustration Analyst II to join our illustration development team. This role is hybrid working from Newport Beach, CA or Omaha, NE. We will consider relocating the right candidate.

As a Senior Illustration Analyst II, you'll move Pacific Life, and your career, forward by joining a team that drives illustrations. You will fill a new role that sits in a team of 10 people in the Consumer Markets division. Your colleagues will include fellow product, sales, marketing, and technology professionals.
How you'll help move us forward:

  • Manage Illustration Development Timelines - Manage timelines for illustration-related projects and ensure deliverables meet business objectives.

  • Manage Third Pary Applications - Act as a liaison with third-party illustration vendors to maintain strong partnerships and work with the Illustration Development team and other business partners to build capabilities and resolve issues.

  • Stakeholder Communication - Facilitate meetings with subject matter experts (SMEs) to provide illustration requirements for new product development and enhancements. Gather feedback from stakeholders while continuing to monitor progress to provide the best possible user experience.

What makes you stand out:

  • 8+ years in annuity insurance illustration systems, with strong project management experience.

  • Proven ability to manage vendor relationships and lead cross-functional initiatives.

  • Advanced knowledge of Hexure ForeSight & FireLight annuity illustration platforms.

  • Advanced knowledge of Annuity products.

  • Advanced knowledge of Platforms used by Broker Dealers and Advisors including iCapital, FIDx & LUMA.

  • Strong organizational and communication skills.

  • Ability to drive accountability and lead projects.

  • Customer Oriented.

  • Proficiency in MS Office Suite and JIRA.

  • FINRA Series 6 license (or willingness to obtain).

  • Ability to work in a high-volume, fast-paced environment.


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

#LI-EH2

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.

$121,770.00 - $148,830.00

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

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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