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Business Analyst
2 days ago
Nu-Way Transportation Bloomington, United StatesWe are seeking a collaborative and innovative professional to join our team. We have our corporate office in Bloomington, IL, and are celebrating our 30th anniversary this year. This Analyst position would be located in Bloomington, IL. · **Responsibilities** · - Gather and analy ...
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Energy Service Analyst
3 days ago
GROWMARK, Inc. Bloomington, United StatesEnergy Service Analyst - GROWMARK, Inc. - Bloomington, IL - · **PURPOSE AND SUMMARY STATEMENT**Applications include Wireless Energy Business Solution (wEBS), Tank Monitors, Tank Spotter, Agvance modules, and others. · **ESSENTIAL JOB FUNCTIONS**- Provides leadership, training, an ...
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Office/Administration - Data Analyst Lv2
2 days ago
Genesis10 Wayzata, United States Temporary, Full timeGenesis10 is seeking a Office/Administration - Data Analyst Lv2 for a contract with our client in Wayzata, MN. 100% Remote. · Job Description: · The Data Analyst 2 will develop and provide business insights to help leaders make better decisions. You will partner with internal sta ...
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Office/Administration - Data Analyst Lv2
4 days ago
Genesis10 Wayzata, United States Temporary, Full timeGenesis10 is seeking a Office/Administration - Data Analyst Lv2 for a contract with our client in Wayzata, MN. 100% Remote. · Job Description: · The Data Analyst 2 will develop and provide business insights to help leaders make better decisions. You will partner with internal sta ...
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Scheduling Business Analyst
1 week ago
Saxon Global Minneapolis, United StatesThis is a 12 month contract with CHS. 100% remote. USC/GC. Scheduling Business Analyst (IT Operations)Candidates will have different titles IT Production Management Analyst, Tidal Systems Analyst, IT Operations Scheduling Analyst An innovative, growing industry leader is searchin ...
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Maintenance Programs Analyst
1 week ago
Sun Country Airlines Minneapolis, United StatesWe're not your average airline. We're agile, resilient, and full of uncommon opportunity. Here, you can grow as part of an ambitious team that safely and collectively supports each other, our travelers, and our community. Together, we're making travel more attainable. With more t ...
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Financial Analyst
4 days ago
GardaWorld Minneapolis, United StatesUnder the direction of and reporting to the V - Ice President of Finance, the Financial Analyst performs all administrative and clerical functions related to general office duties, billing, payroll, and financial management. Salary: $ $60000 / Financial Analyst, Financial, Analys ...
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Senior Compensation Analyst
1 week ago
Schwan's Minneapolis, United StatesThis position uses skills as a seasoned professional with a full understanding of industry practices, and company policies and procedures in order to provide compensation consultation to assigned business units to include administration of base pay, Compensation Analyst, Compensa ...
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Risk Manager
6 days ago
Kraemer North America Plain, United StatesKraemer North America is currently looking for a corporate **Risk Manager** to join our team (based out of our Upper Midwest Wisconsin/Illinois/Iowa Region). The Risk Manager is a hands-on position responsible for managing the overall risk management process for the company and i ...
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Investment Banking Associate
6 days ago
Selby Jennings Minneapolis, United StatesSelby Jennings is partnering with an Investment Bank looking to bring on an Investment Banking Senior Analyst or Investment Banking Associate to join their Industrials team. This team has an extremely active pipeline resulting in a need for more junior execution staff. · Ideal ca ...
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Data Analyst Senior
5 days ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
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AWS Databricks Administrator
6 days ago
Ender-IT Minneapolis, United StatesAWS Databricks Administrator /Engineer · Location: Minneapolis, MN · Duration: 3 Months+ Contract to hire · No sponsorship available · AWS Databricks Administrator /Engineer, your role involves performing Databricks Platform administration and deploying applications on the AWSDa ...
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Fairview Health Services Minneapolis, United StatesOverview · We at Fairview Health Services are seeking a driven Senior Financial Analyst to work in the Solid Organ Transplant specialty department This position is approved for 80 hour every two weeks, and is benefit eligible Some of the benefits we offer at Fairview include medi ...
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Fairview Health Services Minneapolis, United StatesOverview · We at Fairview Health Services are seeking a driven Senior Financial Analyst to work in the Solid Organ Transplant specialty and be based on the University of Minnesota - East Bank Campus This position is approved for 80 hour every two weeks, and is benefit eligible So ...
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Senior Data Engineer
1 week ago
Concord Minneapolis, United StatesMust be able to... · • Proficiency in Python, Spark, Java, SQL, , Snowflake · • Prior experience supporting Data Governance initiatives desired: Data Quality, Metadata Management (Data Cataloging, Data Lineage), Master Data Management, Data Security · • Proficiency in other softw ...
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Sr. Business Analyst
1 week ago
ITR Group Minneapolis, United StatesContract to potential hire opportunity for a Senior Business Analyst with extensive experience in Life Insurance and Annuities industry. This role can be fully remote (based in the US) or hybrid option if local to Minneaoplis, MN area. · Client requirements: · -Must be W2 hourl ...
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Physician/Doctor - ObGyn
1 week ago
All Medical Personnel Minneapolis, United StatesJob Details Provide comprehensive medical care to patients based on their individual needs and the specific requirements of the healthcare facility · Adapt quickly to new environments, systems, and teams, demonstrating flexibility and a commitment to seamless integration · Com ...
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Northrop Grumman Bloomington, United StatesAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advanc ...
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Sales Analyst- Walmart and Mass Market
6 days ago
Publisher Services, Inc Minneapolis, United StatesJob Title: Sales Analyst – Walmart and Mass Market · Location: Minneapolis, MN · We are seeking a result driven and customer-obsessed Sales Analyst to support our Walmart and Mass Market business. In this role, your support and expertise will play a crucial role in driving data- ...
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Program Developer
4 days ago
Hennepin County MN Minneapolis, United StatesThe Disparity Reduction line of business is seeking a Program Developer to support and help lead anti-displacement implementation within the Blue Line Extension. This position will collaborate closely with the Senior Department Administrator, Dispari Program, Developer, Planning ...
Trust Administration Analyst - Minneapolis, United States - Longevity Holdings Inc
Description
Posted Tuesday, March 5, 2024 at 6:00 AMLongevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) 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.
The Trust Administration Analyst will manage a set number of life insurance policies and trust accounts.This individual will prepare premium notices for trust grantors and beneficiaries, facilitates premium disbursement requests, handle correspondence from carriers and client.
The Trust Administration Analyst takes the lead role in building their client relationships and delivering highly accurate life insurance policy reports.
This involves the evaluation and interpretation of life insurance illustrations, statements, policy contracts, and relevant policy documentation.As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based business needs, the individual's career goals and their ability to learn.
Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.Manage between trust accounts based on the requirements defined in the client's service agreement.
Onboard new client accounts with accuracy for successful trust administration and product review
Prepare correspondence for trust grantors and beneficiaries.
Act as a point of contact and provide daily support for our external clients regarding policy analytics and details.
Establish and maintain close working relationships with external and internal clients.
Be an expert at trust administration and become fluent in life insurance product knowledge.
Provide back-up and assistance to others in this position.
Perform Annual Life Insurance Policy Reviews
Required Skills:
Bachelor's degree or equivalent work experience
Strong interpersonal and relationship-building skills with a customer service focus
Excellent knowledge of Microsoft Office
Exceptional organizational and problem-solving skills as well as a high capacity for multi-tasking
An 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.
Preferred Consideration Given For:
Knowledgeable in or has performed the role of a Trust Administrator
Knowledge of the different types of life insurance products
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
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#J-18808-Ljbffr
Trust Administration Analyst professionals in Minneapolis
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