Job description

PBI Research Services (www.pbinfo.com), a division of ITM TwentyFirst, is a fast moving, fast growing, results oriented technology enabled provider of data solutions to insurance companies and other financial institutions, Fortune 500 companies and government agencies. PBI has an innovative and entrepreneurial culture and leverages cutting edge proprietary solutions, big data, and professional expertise to lead the industry in death audit and location services. This innovative organization continues to expand to meet the needs of the most heavily regulated industries. PBI is proud to be sponsored by Stone Point Capital, one of the world’s leading private equity firms.

PBI’s team is expanding! Take advantage of a unique opportunity to join the team as an Account Manager. You’ll be charged with learning all you can about our products and services by working closely with our sales, operations and servicing teams to manage client accounts.

In this role, you will:

• Have primary responsibility for managing all day to day activities for clients assigned
• Deliver an exceptional level of customer service in responding to client inquiries
• Conduct periodic client/account reviews, updates and present them to client teams.
• Work in collaboration with the Sales team for all new transactions and renewals
• Conduct periodic training/education sessions for all client accounts
• Assume additional responsibilities as knowledge of PBI’s business services increases over time

PBI will provide Account Managers with the necessary training to: acquire insights into the markets we serve; learn how our unique products and services fulfill the needs of our client; and develop an understanding of the regulatory environment that exists within our various market segments.

Required Skills:

• Bachelor’s Degree in business administration, management, finance or related area
• 1 to 3 years’ experience in a relevant role and/or field
• Verified skills using the MS Office Software Suite (Word, Excel, PowerPoint, Outlook...)
• The ability to understand complex information, synthesize it, and deliver it (verbal and written) in an easy-to-understand manner
• An exceptional level of verbal and written communication
• Demonstrated proficiency in customer service

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)
• PIP (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
• Book Club

Longevity 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 https://longevity.inc/employment-privacy-notice/ce/

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 1 year
• 2 years
• 3 years

Schedule:

• Monday to Friday

Application Question(s):

• Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)?

Work Location: Remote

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