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Analytics Manager - Case Designer

Location : Hybrid (Irvine)
Job Type : Direct
Compensation : 80000.00 - 100000.00 USD/YEAR
Hours : Full Time
Required Years of Experience : 2
Required Education : Bachelorís degree
Travel : No
Relocation : No

Job Description :



A nationally-acclaimed financial services firm committed to providing financial planning to high-net-worth individuals and corporations, with a large focus of their business in life insurance, is seeking an enthusiastic Analytics Manager/Case Designer to add to their team in Irvine, CA. 


The ideal candidate will prepare sophisticated client presentations using insurance illustrations, combined with financial modeling, for their various selling strategies. In addition, you will create reports and models for demonstration.  An individual with a background in data science and/or prior experience working at an insurance carrier would be ideal. 


Required Qualifications :


  • Highly proficient with the entire Microsoft Office suite

  • Must have an Extensive command of Excel, including macros, pivot tables, and advanced data analytics

  • Data modeling

  • Prior experience within the life insurance industry would be beneficial

  • Able to prioritize and balance multiple projects effectively in a high volume, fast-paced environment

  • Detailed oriented

  • Team player, as well as works well with others

  • Experience with insurance carriers and case designs (Pacific Life and John Hancock mass mutual all good systems)            


  1. medical / dental / vision 

  2. 401k / grants-stocks  

  3. Generous PTO / long term short term


  1. Back in the office 2 days a week 

  2. within an hour of the commute


  1. Initial phone interview/zoom

  2. Meet in person for second initerview

Skills :
Analytics data modeling Database Excel Insurance Microsoft Office Suite
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