Associate Trust Account Specialist

Associate Trust Account Specialist

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We are looking for an Associate Trust Account Specialist who will manage a set number of life insurance policies to provide support for the Trust Account Specialist. This individual will prepare carrier requests for documents needed as part of the annual policy reviews, assist in researching and clearing variances after reviews completed and prepare the client facing reports. This individual must be flexible in transitioning between various tasks needed to support the Trust team, needed to help build client relationships and ensure the delivery of accurate life insurance policy reports.

As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based on business needs, the individual’s career goals and their ability to learn.

• 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.

• Associate’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.

• Knowledge of the different types of life insurance products.

1 day/month in Minneapolis, MN or Cedar Falls, IA office.

• Comprehensive health insurance, dental insurance, and vision coverage.
• Company-paid life insurance, short‑term 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 Linked In Learning and professional development funds.

The base pay range for this role is $24.00 – $30.00 per hour. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twenty first, Longevity Trading & Analytics, and Lex Serv) 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.

Longevity’s current offices are located in Minneapolis, MN;
Cedar Falls, IA;
Sioux Falls, SD;
Fort Washington, PA;
Bethesda, MD; and Omaha, NE.

Longevity Holdings Inc.…