Demo

Research Associate

Berwyn
Fort Washington, PA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 3/22/2025
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Berwyn’s team of Research Specialists is expanding! Your mission as a Public Records Specialist is to provide highly accurate and timely services to Berwyn’s clients and their customers. You will be responsible for reviewing obituaries and other data points to help identify and verify mortality status. This is a new and exciting role on a growing and elite team of specialists! Help Berwyn continue to be to be the industry leader and only company that provides validated results. Our services meet exacting regulatory guidelines in each industry segment to ensure our clients are compliant with their fiduciary responsibilities.

Essential Job Responsibilities:
  • Review obituary details to match with database details
  • Maintain internal system with findings
  • Provide suggestions to improve processes and systems
Required Skills:
  • Strong verbal and written communication skills
  • Demonstrated attention to detail
  • Experience using Microsoft Office
  • Adaptability as well as the aptitude and desire to learn
  • Critical thinking and problem solving
Preferred consideration given for:
  • Experience using a proprietary software system/database
  • Experience in the insurance and/or financial services industries
  • Associate or bachelor’s degree in business or a similar focus
Benefits and Perks:
  • 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 (Friday FLEX program): Participating employees will enjoy a half day every other Friday.
  • Investment in career development including access to LinkedIn Learning and professional development funds
We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.
We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NC, NE, NJ, OH, PA, RI, SC, SD, TN, TX, VA, and WI. Applicants outside of these states will not be considered for this position.

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/

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