Account Advisor

We are looking for an Account Advisor- DAL who is responsible for managing operational functions to ensure the needs and requirements for each client are met.

• 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

• 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
• Preference given to candidates with experience using Salesforce

• 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 Linked In Learning and professional development funds

The base pay range for this role is $55,000 – $62,000 + annual bonus. 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 current has offices in these locations:
Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE.

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.

• 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.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
• No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at