Account Advisor

Account Advisor- DAL

The Account Advisor- DAL is responsible for managing operational functions to ensure the needs and requirements for each client are met.

Responsibilities and Accountabilities:

• Resolve all internal and external requests within 48 hours, including responding to help desk tickets, client phone calls and submitting IT tickets when internal systems and client facing portal are not functioning as intended
• Maintain superior invoice accuracy by reviewing invoices and identifying inaccurate fees and charges prior to month end
• Process client credits
• Provide customer support for portal use and password/user management requests
• Help clients understand and complete data/file processing requirements for assigned accounts
• Onboard accounts in customer relationship management system (Salesforce) and internal application
• Facilitate the completion of client questionnaires
• Help Client Success Managers and Sales Reps with product or system related questions from clients
• Perform other related duties as assigned

Location and Physical Requirements:

Hybrid; 3 days per week remote (access to reliable internet connection required), 2 days per week in-office

Prolonged periods of sitting/standing at a desk and working on a computer

Required Skills, Education, and Experience:

Bachelor's degree in business administration, management, finance, or related area (or equivalent experience)

1-3+ years of experience in an account management/account support role, including placing orders, customer training, managing contracts, and billing

Proficiency using Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Strong verbal and written communication skills with a customer service focus

Preference given to candidates with experience using Salesforce

The base pay range for this role is $61,000 - $80,000. Base pay is positioned within the range based on several factors including an individual's knowledge, skills, and experience, with consideration given to internal equity.

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.

Longevity current has offices in these locations: Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Rockville, MD, Independence, OH, and Omaha, NE.

Equal Employment Opportunity

Longevity Holdings, Inc. is committed to providing equal employment opportunity to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Longevity Holdings, Inc. complies with all applicable laws governing nondiscrimination in employment and is committed to ensuring equal opportunity in all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and termination.

In addition, Longevity Holdings, Inc. maintains affirmative action programs to employ and advance in employment qualified individuals with disabilities and protected veterans, in accordance with applicable federal law. These programs are designed to ensure equal employment opportunity and to promote accessibility and inclusion in the workplace.

Longevity Holdings, Inc. is committed to making employment decisions based on valid job-related requirements and to maintaining a workplace free from unlawful discrimination and harassment.

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.

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