Annuity Illustrations Manager at Pacific Life driving illustration accuracy and compliance. Leading a team in cross-functional collaboration and vendor relationship management.
Responsibilities
Provide oversight to ensure the team effectively manages illustration project timelines and delivers on commitments that align with business objectives.
Lead the team serving as the liaison to third-party illustration vendors, ensuring strong partnerships and effective collaboration with the Illustration Development team and other business partners to enhance capabilities and resolve issues.
Oversee the team’s facilitation of cross-functional meetings with subject matter experts (SMEs) to define illustration requirements that support new product development and enhancements.
Maintain strong, collaborative relationships with stakeholders and SMEs, ensuring the team continuously monitors progress and delivers an optimal user experience aligned with our strategic sales goals.
Requirements
8+ years in annuity insurance illustration systems, with strong project management experience and deep product knowledge.
Proven ability to manage vendor relationships and lead cross-functional initiatives.
Led and developed high-performing teams to achieve strong business outcomes.
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.
Benefits
Your Benefits Start Day 1
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
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