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Longevity Holdings, Inc. · 2 weeks ago

Associate Trust Account Specialist

Hybrid (Cedar Falls, Iowa, US)

Full-time

Hybrid

New Grad, Entry Level

$24/hr - $30/hr

Longevity Holdings, Inc. is a fast-growing company that provides senior longevity data, analytics and services to various markets. They are seeking an Associate Trust Account Specialist to manage life insurance policies, support the Trust Account Specialist, and assist in preparing client-facing reports while building client relationships.

ConsultingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts

Provide support for 3000 to 5000 policies under the managed solution based on the requirements defined in the client’s service agreement

Act as a point of contact and provide daily support for Trust Administration Analyst and Remediation teams regarding policy analytics and details

Act as a point of contact and provide daily support for our external clients

Establish and maintain close working relationships with external and internal clients

Communicate with external clients regarding policy reviews and system access

Add and maintain external client user roles and online account access

Submit and follow up on various carrier requests (ie: change of address, change of trustee, form requests, etc.)

Maintain a close working relationships with internal clients and fellow team members

Generate carrier fax/emails to obtain documents needed for policy reviews. As well as troubleshoot outstanding items needed for policy review

Research and work to resolve outstanding variances created during the policy review process

Generate Trust Account Reports for external client approval

Review and process incoming carrier mail as needed for purpose of policy reviews and variance resolutions

Provide back-up and assistance to others in this position

Qualification

Life Insurance KnowledgeMicrosoft OfficeInterpersonal SkillsOrganizational SkillsMulti-taskingEagerness to LearnProblem-Solving SkillsAdaptability

Required

Associates degree or equivalent work experience

Strong interpersonal and relationship-building skills with a customer service focus

Excellent knowledge of Microsoft Office

Exceptional organizational and problem-solving skills as well as a high capacity for multi-tasking

An ability to work independently in an efficient and responsible manner

Adaptable and willing to take on new challenges and opportunities

Eagerness to learn in this position is essential

Preferred

Knowledge of the different types of life insurance products

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