What are the responsibilities and job description for the Client Onboarding Specialist position at Longevity Holdings, Inc.?
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 Onboarding Specialist to work with our Vice President and New Business Development Team 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.
Responsibilities
A Few Benefits Offered For Full-time Roles Include
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, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.
About Longevity Holdings
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & 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.
Equal Employment Opportunity
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.
Other Items To Note
Life Insurance Trust Company (LITCO) is growing! We are looking for a self-motived Client Onboarding Specialist to work with our Vice President and New Business Development Team 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.
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
- Bachelor’s degree (will consider an Associate's degree with relevant experience)
- Experience in the financial services industry (3-5 years)
- Experience in the trust industry (2-4 years)
- 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
- Experience working in Salesforce
A Few Benefits Offered For Full-time Roles Include
- 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 LinkedIn Learning and professional development funds
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, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.
About Longevity Holdings
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & 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.
Equal Employment Opportunity
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.
Other Items To Note
- 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.
Salary : $24 - $30
