Associate Trust Account Specialist

Longevity Holdings

Cedar Falls, IA, United States
Base: $23.00 – $30.00ph; bonus/equity: not specifi...
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Review life insurance documents
Manage 3000 to 5000 policies
Resolve policy variances
** Longevity Holdings is seeking an Associate Trust Account Specialist to manage life insurance policies and support the Trust team in client relationship building and policy reporting. The role requires strong organizational skills, adaptability, and customer service focus, with opportunities for career development in a fast-growing company. **

Job Summary

  • This role involves managing a portfolio of 3000 to 5000 life insurance policies to support the Trust Account Specialist team.
  • The successful candidate will act as a primary point of contact for both internal teams and external clients regarding policy reviews and system access.
  • The position offers comprehensive benefits including health, dental, vision, and generous PTO along with investment in career development.

Matching Summary

Match Score: 75

** Longevity Holdings is seeking an Associate Trust Account Specialist to manage life insurance policies and support the Trust team in client relationship building and policy reporting. The role requires strong organizational skills, adaptability, and customer service focus, with opportunities for career development in a fast-growing company. **

Salary

Base: $23.00 – $30.00/hour; Bonus/Equity: Not specified; Benefits: Comprehensive health, dental, vision, life insurance, disability, PTO, floating holidays, summer hours, LinkedIn Learning, professional development funds

Skills & Requirements

Must-have

  • Review life insurance documents
  • Manage 3000 to 5000 policies
  • Resolve policy variances
  • Generate trust account reports
  • Communicate with external clients

Nice-to-have

  • Strong interpersonal skills
  • Excellent Microsoft Office knowledge
  • Adaptable to new challenges
  • Eagerness to learn
  • Ability to work independently

Key Requirements

  • Associates degree or equivalent experience
  • Must be legally authorized to work in the U.S.
  • No visa sponsorship available

Work Rights

Must be currently legally authorized to work in the U.S.

Tailored Resume

Cover Letter