Client Support Specialist

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.
Life Insurance Trust Company (“Trust Company”) is a South Dakota-based Trust Company focused exclusively on the administration of Irrevocable Life Insurance Trusts (ILITs) and provides fiduciary services to grantors and beneficiaries of these trusts. Life Insurance Trust Company is a member of the Longevity Holdings, Inc. family of companies and is an affiliate of ITM. ITM is among the largest and best equipped servicers of trust owned life insurance in the United States. Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets.
Life Insurance Trust Company (LITCO) is growing! We are looking for a self-motived Client Support Specialist to work with our President and New Business Development Manager to provide highly accurate and timely services to LITCO’s new and existing customers. You will be responsible for onboarding new life insurance trust accounts and ensuring all documentation is received. This position will work closely with the existing customers as well as LITCO Trust Officers to assist in onboarding new accounts.
Essential Job Responsibilities:

• Oversee new business acceptance
• Interface directly with client prospects and/or their advisors and respond to inquiries from prospective clients and their advisors
• Manage all tasks associated with onboarding new clients – this includes obtaining necessary paperwork, reviewing trusts, and drafting documents
• Maintain a Project Tracker to stay organized throughout the onboarding process
• Follow up with client prospects on a periodic basis if appropriate documents have not been received
• Field calls from client prospects

To be successful in this role, you will need the following:

• Associates for Bachelor’s degree (will consider and associates degree with relevant experience)
• Strong verbal and written communication skills
• Demonstrated attention to detail
• Experience using Microsoft Office
• Adaptability as well as the aptitude and desire to learn
• The ability to think strategically and problem solve combined with a willingness to do the work and execute quickly
• Task oriented, resourceful and results-driven
• Experience working cross-functionally with different internal teams

Preferred consideration given for:

• Experience in the financial services industry
• Prior trust experience
• Experience working in Salesforce

Compensation:

• Pay based on education and experience. We offer a competitive base salary
• This position also offers the opportunity for expansion and growth

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

Please note that this position is only open to applicants residing in the following states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NC, NE, NJ, OH, PA, RI, SC, SD, TN, TX, VA, WA, 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/

Opportunities for advancement, Life insurance