Trust Account Specialist

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.

The Trust Account Specialist will manage a set number of life insurance policies and trust accounts. This individual will prepare premium notices for trust grantors and beneficiaries, facilitates premium disbursement requests, handle correspondence from carriers and client. The Trust Account Specialist takes the lead role in building their client relationships and delivering highly accurate life insurance policy reports. This involves the evaluation and interpretation of life insurance illustrations, statements, policy contracts, and relevant policy documentation. As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based business needs, the individual’s career goals and their ability to learn.

Essential Job Responsibilities

• Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.
• Manage between 350-500 trust accounts based on the requirements defined in the client’s service agreement.
• Onboard new client accounts with accuracy for successful trust administration and product review
• Prepare correspondence for trust grantors and beneficiaries.
• Act as a point of contact and provide daily support for our external clients regarding policy analytics and details.
• Establish and maintain close working relationships with external and internal clients.
• Be an expert at trust administration and become fluent in life insurance product knowledge.
• Provide back-up and assistance to others in this position.
• Perform Annual Life Insurance Policy Reviews
  
  

Required Skills

• Bachelor’s 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 Consideration Given For

• Knowledgeable in or has performed the role of a Trust Administrator
• Knowledge of the different types of life insurance products
  
  

Perks Of Working With Us

• Summer hours (Friday FLEX program): full time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour work day every other Friday (must still work 40 hours)
• WEX (lifestyle) funds: The company is committed to the continuous improvement and career development of employees. The purpose of the plan is to outline the resources available to support each employee’s career goals and company’s business needs.
• Career pathing: we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.
• A sense of belonging: We are committed to offering a diverse and inclusive workplace.
• Virtual contests and giveaways plus team building activities
  
  

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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