Account Executive

Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) 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 Account Executive (AE) is responsible for managing life insurance policies on behalf of LexServ’s clients. You will take the lead in developing strong client relationships by evaluating and interpreting life insurance illustrations, statements, policy contracts, and relevant policy documentation to deliver highly accurate life insurance policy reports. You will be responsible for the accurate and timely execution of tasks directly related to the management of client assets.
In addition, you’ll onboard new client accounts, correspond with policy owners, and act as a knowledgeable point of contact for clients regarding policy analytics and details. As with any rapidly growing company, the responsibilities for this position will continue to evolve based on your desire and ability to learn.
Essential Job Responsibilities:
[To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Other Essential and Non-Essential functions may be assigned.]

• Ensure all Client contractual obligations and project commitments are delivered on-time and with a high degree of quality.
• Execute policy transactions required to maintain assets on behalf of the policy owner, within a timely manner.
• Communicate with insurance companies to verify policy transactions (change of owner or beneficiary, policy assignment, attaining policy values, etc.), monitor cash-flows, and identify potential issues.
• Gather needed information (i.e. order illustrations and annual statements) to facilitate the annual policy review performed by our Premium Optimization team.
• Generate and send accurate and timely monthly status reports to clients on their assets.
• Respond to client inquiries and project requests.
• Review Daily obit reports for potential hits.
• Actively participate in the enhancement of the Connect platform.
• Correspond with outside parties to monitor the health status of the insured individuals associated with each policy.
• Regular attendance either onsite or through remote work.

Required Skills:

• Bachelor’s degree
• Exceptional organizational and problem-solving skills with a high capacity for multi-tasking
• Strong interpersonal and relationship-building skills with a customer service focus
• Excellent knowledge of the Microsoft Office Suite
• 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
• Experience in working effectively with others in a team setting
• The ability to maintain discretion and confidentiality
• Desire to work in a fast-paced environment where individual contributions have a significant impact on the success of the company as a whole
• Must be able to adapt to a rapidly changing and growing environment.

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

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/

Opportunities for advancement