Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life 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.We are looking for a well-organized individual who can provide support to our professional based clientele, as well as support the needs of our internal management staff. The ability to prioritize, work independently and communicate effectively will be key components of this position. An individual with exceptional customer service, a go-getter attitude and willingness to jump in anywhere they are needed is critical. As with any rapidly growing company and team the responsibilities for this position will continue to evolve based on the desire and ability to learn.Essential Job Responsibilities:
- Act as a point of contact and provide daily support for our external clients
- Establish and maintain close working relationships with external and internal clients.
- Communicate with external clients regarding policy reviews and system access/demos
- Add and maintain external client user roles and online account access
- Assist in the preparation of special mailing projects
- Process incoming checks and utilize Remote Deposit system
- Provide back-up to our Administration Assistant
- Tasks to include but not limited to picking up mail, processing incoming and outgoing mail, answering and directing calls
Required Skills:
- High School Diploma, College degree a plus.
- 2 - 3 years of some work history in an administrative assistant and customer service role.
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building skills. Customer service focus.
- A working knowledge of Microsoft Office applications (specifically, Word and Excel), data entry skills, and Adobe Acrobat.
- Exceptional organizational, problem-solving, and prioritizing work skills. Individual must possess a high capacity for multi-tasking.
- An ability to work independently in an efficient and responsible manner.
- Experience in working effectively with others in a team setting.
- Desire to work for a fast-paced company where individual contributions have significant impact on the success of the company as a whole. Must be able to adapt to a rapidly changing and growing environment.
- Adaptable, open-minded, willing to help out where needed and take on new challenges and opportunities. Eagerness to learn in this position is essential.
Preferred Consideration Given For:
- Experience in handling checks
- Experience with mail postage and folding machines.
- Experience with printing machines
- Knowledge of postal system as well as FedEx carrier processing
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
We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, and South Dakota.We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NC, NE, NJ, OH, PA, RI, SC, SD, TN, TX, VA, 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/Other details
- Job Function Individual Contributor (Non-Sales)
- Pay Type Hourly
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