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Longevity Holdings, Inc. · 1 month ago

Account Advisor

Hybrid (Minneapolis, Minnesota, US)

Full-time

Hybrid

Entry, Mid Level

$55K/yr - $62K/yr

1+ years exp

Longevity Holdings, Inc. is a fast-growing company that provides senior longevity data, analytics and services to various markets. The Account Advisor is responsible for managing operational functions to ensure client needs are met, including resolving requests, maintaining invoice accuracy, and providing customer support.

ConsultingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Resolve all internal and external requests within 48 hours, including responding to help desk tickets, client phone calls and submitting IT tickets when internal systems and client facing portal are not functioning as intended

Maintain superior invoice accuracy by reviewing invoices and identifying inaccurate fees and charges prior to month end

Process client credits

Provide customer support for portal use and password/user management requests

Help clients understand and complete data/file processing requirements for assigned accounts

Onboard accounts in customer relationship management system (Salesforce) and internal application

Facilitate the completion of client questionnaires

Help Client Success Managers and Sales Reps with product or system related questions from clients

Perform other related duties as assigned

Qualification

Account management experienceSalesforce proficiencyMicrosoft Office proficiencyCustomer service skillsBachelor's degreeVerbal communication skillsWritten communication skills

Required

Bachelor's degree in business administration, management, finance, or related area (or equivalent experience)

1-3+ years of experience in an account management/account support role, including placing orders, customer training, managing contracts, and billing

Proficiency using Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Strong verbal and written communication skills with a customer service focus

Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.)

Preferred

Preference given to candidates with experience using Salesforce

Benefits

Comprehensive health insurance, dental insurance, and vision coverage

Company-paid life insurance, short and long-term disability insurance

Generous PTO, paid holidays, and floating holidays

Summer hours: Participating employees will enjoy a half day every other Friday

Investment in career development including LinkedIn Learning and professional development funds

Company

Longevity Holdings, Inc.

The subsidiary companies of Longevity Holdings, LLC are market leading technology-enabled providers of data, analytics, and services focused on our senior population.

Founded in 1998

Minneapolis, Minnesota, USA

201-500 employees