Summary
Delivers a highly accurate and timely service to internal customers as well as an exceptional level of courtesy to external clients. You will be responsible for obituary notifications, death certificate ordering, mail processing and the handling of incoming phone calls.

Required Education and Experience

• 1-2 years’ experience in a customer service role.
• High School Diploma or equivalen

Preferred Education and Experience

• Bachelor’s degree
• Prior experience in the insurance industr

Required Skills

• Possess excellent verbal and written communication skills
• Strong interpersonal and relationship-building skills with customer service focus
• Proficiency with Microsoft Office applications (specifically, Word and Excel) and data entry
• Attention to detail and the ability to work independently in an efficient and responsible manner
• Adaptable and willing to take on new challenges and opportunities
• Eagerness to learn in this position is essential
• The ability to maintain discretion and confidentialit

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ensure all Client contractual obligations and project commitments are delivered on-time and with a high degree of quality.
• Receive mail, documents, packages and courier deliveries and delivers or distributes items (all companies).
• Performs administrative and clerical support tasks.
• Performs daily electronic mail activities.
• Handle death certificate orders for servicing team.
• Performs basic filing and recordkeeping.
• Handle transactional package shipping to MLF clients.
• Respond to client inquiries and project requests.
• Review Daily obit reports for potential hits.
• Answer, screen and direct phone calls to staff and/or take message.
• Performs other duties as assigned.

Required Education and Experience

• 1-2 years’ experience in a customer service role.
• High School Diploma or equivalent

Preferred Education and Experience

• Bachelor’s degree
• Prior experience in the insurance industry

Required Skills

• Possess excellent verbal and written communication skills
• Strong interpersonal and relationship-building skills with customer service focus
• Proficiency with Microsoft Office applications (specifically, Word and Excel) and data entry
• Attention to detail and the ability to work independently in an efficient and responsible manner
• Adaptable and willing to take on new challenges and opportunities
• Eagerness to learn in this position is essential
• The ability to maintain discretion and confidentiality

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
  The base pay range for this role is (min pay) – (max pay). 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.
  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, 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.
  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.
• No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice