Remediation Specialist at Longevity Holdings

Cedar Falls, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

24 May, 26

Salary

72500.0

Posted On

24 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Policy Review, Risk Identification, Life Insurance Knowledge, Client Relationship Management, Communication, Reporting, Documentation, Policy Illustrations Interpretation, Microsoft Office

Industry

Financial Services

Description

We are looking for a Remediation Specialist to review of life insurance policies in their assigned portfolios. This role will provide reporting and documentation on the performance of the policies to clients and policy owners so they can make informed decisions and realize the full value of life insurance assets. Responsibilities: Analyze poorly performing life insurance policies to identify potential risks. Use advanced life insurance knowledge to determine solutions to remediate the identified risks. Establish and maintain close working relationships with clients. Lead discussions with clients on policy issues and present resolutions through video conferencing or phone. Intervene with carriers in a professional manner on behalf of the trustee. Maintain current working queues and reporting as required. Perform other related duties as assigned. Qualifications: Bachelor’s degree in business field or equivalent work experience 2+ years experience working in life insurance industry, including reviewing and interpreting life insurance policy illustrations and the ability to explain complexities of life insurance clearly and concisely Strong verbal and written communication skills Proficiency using Microsoft Office Preference given to candidates with CLU or CFA designation Location Primarily remote (access to reliable internet connection required) with quarterly visits to Cedar Falls, IA 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 $52,000 – $72,500. 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, Bethesda, MD, and Omaha, NE. 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. Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/

Responsibilities

The specialist will review life insurance policies in their portfolio, analyze underperforming ones to identify risks, and determine solutions to remediate those risks. This role also involves reporting performance to clients and leading discussions on policy issues.