Supervisor, Account Advisors

The Account Advisor Supervisor is a player-coach role at the heart of our client operations. You will lead a team of Account Advisors, setting the standard for service quality, resolving escalations, and driving continuous improvement across our client portfolio. You will serve as the primary bridge between the Account Advisor team, internal stakeholders, and technology systems, ensuring every client receives accurate, timely, and exceptional support.

Responsibilities: ****

Team Leadership & Coaching

• Lead, mentor, and develop a team of Account Advisors, fostering a culture of accountability, collaboration, and continuous improvement

• Serve as the primary escalation point for client and team issues, resolving complex situations with professionalism and urgency

• Crosstrain team members across all client verticals to ensure consistent coverage and knowledge depth

• Conduct regular 1:1s and team meetings to communicate priorities, share feedback, and support career development

• Update and add to internal SOPs

• Document completed Data Security and Vendor Questionnaires for team access

Client Operations & Quality

• Monitor key success metrics—including customer response rates, and onboarding accuracy and drive corrective action when targets are not met

• Ensure all internal and external requests are acknowledged and resolved within established SLAs (48-hour response standard)

• Support the team in fulfilling custom client deliverables

Systems & Process Improvement

• Act as the team’s primary liaison for IT enhancements across internal CRM and Salesforce

• Submit and track system tickets when internal platforms or client-facing portals are not functioning as intended

• Identify process gaps and collaborate cross-functionally to implement scalable improvements

• Perform other related duties as assigned

Qualifications:

• Bachelor’s degree in Business Administration, Management, Finance, or a related field—or equivalent professional experience

• 3+ years of experience in account management or account support, including order processing, customer training, contract management, and billing

• Demonstrated experience leading, supervising, or mentoring a team in a client-facing environment

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Strong written and verbal communication skills with a genuine customer-service mindset

• Ability to manage competing priorities, meet deadlines, and maintain composure under pressure

Preferred:

• Experience with Salesforce CRM

• Familiarity with insurance, benefits, or financial services industry workflows

• Track record of driving process improvements in a high-volume, client-facing team

Location

• Remote-first role with a hybrid expectation of reporting to the Minneapolis, MN office once per week

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

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 $75,000-$90,000 (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.

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.

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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.

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