Due to extremely high phone volume, it may be faster to reach us by email!

Skip to main nav
University of Pennsylvania
  • Guests
  • Log in
  • Sign up
  • Same Day Advising
    Same Day Advising
  • Appointments
  • Career Fairs
    Career Fairs
  • Resume Reviews
Penn Career Services
Support Us
Employer Partners
Handshake
Skip to content
  • Who Are You?
    • Undergraduates
    • Masters
    • PhDs & Postdocs
    • Alumni
    • Parents
    • Faculty & Staff
    • Employers
    • Prospective Students
    • Online Students
  • Communities
    • Career Interests
      • I’m Exploring
      • Architecture & Design
      • Consulting
      • Education & Academia
      • Engineering
      • Fashion, Retail & Consumer Products
      • Fellowships & Gap Year
      • Finance
      • Fine Arts, Performing Arts, & Music
      • Government, Law & Public Policy
      • Healthcare & Public Health
      • International Relations & NGOs
      • Life & Physical Sciences
      • Marketing, Advertising & Public Relations
      • Media, Journalism & Entertainment
      • Non-Profits
      • Nursing
      • Pre-Health, Pre-Law and Pre-Grad
      • Real Estate, Accounting, & Insurance
      • Research
      • Social Work & Human Services
      • Sports & Hospitality
      • Startups, Entrepreneurship & Freelancing
      • Sustainability, Energy & Conservation
      • Technology, Data & Analytics
    • Identity & Affinity
      • Athletes
      • DACA and Undocumented Students
      • First Generation and Low Income Students
      • International Students
      • LGBTQ+ Students
      • Transfer Students
      • Online Students
      • Students of Color
      • Students with Disabilities
      • Veterans
      • Women
  • Learn How To…
    • Explore Careers & Industries
    • Make Connections & Network
    • Search for a Job or Internship
    • Engage with Employers
    • Prepare Application Materials
    • Interview
    • Research Salaries & Negotiate Offers
    • Find Funding
    • Develop Professional and Leadership Skills
    • Apply to Graduate School
    • Apply to Health Professions School
    • Apply to Law School
    • Find COVID-19 Resources
  • Exploration
    • Explore Careers & Industries
    • Majors
    • Self-Assessment
  • Outcomes
    • Post-Graduate
    • Summer
  • Jobs & Internships
  • Events
    • All Events
    • Career Fairs
  • For Employers
  • About
    • Meet the Team
    • Peer Career Advisors
    • Social Media
    • Podcast
    • Videos
    • Career Services Policies
    • Contact Us
    • Walk-Ins & Pop-Ins
    • Appointments
    • Strategic Plan 2019-22

Lighthouse Life


Jobs

Relationship Manager

  • Share This: Share on TwitterShare on LinkedinShare on Facebook
  • Copy Link
Posted on: February 15, 2021 Apply Now
Full-Time Job, Public Policy Jobs Expires March 1, 2021

Title

Relationship Manager

Company Description

Every year, seniors lapse or surrender life insurance policies – property they own – for little or no value in return. Lighthouse Life Solutions helps seniors by providing them with another option – one that can help policyowners receive a cash payout of tens or even hundreds of thousands of dollars. This option, called a life settlement, can help pay for retirement needs, healthcare costs, long term care expenses, or anything the policyowner wants. After all, it’s their money. We help seniors know their rights and provide the best value for a policy they aren’t going to keep anyway, instead giving them money they can use today.

Our start-up culture encourages innovation throughout the organization. We practice what we preach in promoting a healthy work-life balance and offer flexibility in an open and fun environment. That said, we are driven to exceed expectations and want to share our days with those who raise their hands, step forward, and work hard.

Our compensation package is highly competitive for the position and includes comprehensive benefits as well as a flexible and generous PTO policy.

Lighthouse Life’s offices are located in Conshohocken, Pennsylvania, less than 10 miles outside of the city of Philadelphia, and steps from the regional commuter train line. Additionally, Lighthouse Life has fully embraced a work-from-home culture as a result of Covid-19 and intends to continue offering work-from-home opportunities.

Job Description

Relationship Managers assist Lighthouse Life customers through the process of selling their life insurance policy. This role requires a high degree of organization and attention to detail, as well as an ability to interact with customers and business partners.

Requirements

• Undergraduate degree

• Minimum of two years professional experience

• Financial services and life insurance experience preferred

Characteristics for success

• The ability to understand detailed policies and procedures

• A penchant for noting when something is not quite right and digging in to identify why

• A bias for action in finding solutions

• Your primary motivation comes from within, not from external stimulus

• The capacity to work on multiple projects concurrently

• You want what is in the best interests of the customer, even if that means not booking their business

• You’re a great communicator

Responsibilities

• Gather information necessary for the appraisal of a life insurance policy such as insurance policy illustrations, insurance policies, and authorizations

• Follow up on inquiries from consumers coming directly to Lighthouse Life

• Conduct medical interviews with insureds

• Communicate with life insurance policyowners and insureds regarding each aspect of the policy appraisal and purchase process

• Work within Lighthouse Life’s CRM system to manage cases and carefully document each step in the process

• Partner with the Lighthouse Life sales teams in managing cases with our clients

• Work with Lighthouse Life partners such as life insurance agents and financial advisors

• Other responsibilities within the scope of an insurance policy purchase may be required

Apply Now

Location

Phone
(215) 898-7531
Email
careerservices@vpul.upenn.edu
Website
https://careerservices.upenn.edu
Address

McNeil Building Suite 20
3718 Locust Walk
Philadelphia, PA 19104

Service Hours

M 9am-5pm
T 9am-5pm
W 9am-5pm
TH 9am-5pm
F 9am-5pm

Career Center Team

Barbara Hewitt Barbara Hewitt
Executive Director
Meet Barbara
Debra Koita Debra Koita
Recruiting Manager
Meet Debra
Bee Smith Bee Smith
Recruiting Coordinator
Meet Bee
Joseph Barber Joseph Barber
Senior Associate Director, Graduate Students & Postdocs
Meet Joseph
Helen Pho Helen Pho
Associate Director, Graduate Students & Postdocs
Meet Helen
Dianne Hull Dianne Hull Meet Dianne
Marianne Lipa Marianne Lipa
Associate Director, Graduate Students & Postdocs
Meet Marianne
Kate Lawrence Kate Lawrence
Administrative Coordinator, Graduate Students, Post-Docs, and Nursing/Education/Social Work
Meet Kate
Sharon Fleshman Sharon Fleshman
Senior Associate Director, Nursing, Education, Social Policy & Practice
Meet Sharon
Esther Ra Esther Ra
Associate Director, Nursing/Education/Social Work
Meet Esther
John Tuton John Tuton
Associate Director, Nursing/Education/Social Work
Meet John
Carol Hagan Carol Hagan
Senior Associate Director, Graduate School Advising
Meet Carol
Mia Carpiniello Mia Carpiniello
Associate Director, Graduate School Advising
Meet Mia
Caroline Wilky Caroline Wilky
Associate Director, Graduate School Advising
Meet Caroline
Ariana Alexander Ariana Alexander
Associate Director, Graduate School Advising
Meet Ariana
Becky Tamayo Becky Tamayo
Administrative Coordinator, Graduate School Advising
Meet Rebecca
Jamie Grant Jamie Grant
Senior Associate Director, Engineering
Meet Jamie
Kevin Haines Kevin Haines
Associate Director, Engineering
Meet Kevin
Jillian Cener Jillian Cener Meet Jillian
Ashley Culver Ashley Culver
Administrative Coordinator, Engineering & Wharton Teams
Meet Ashley
David Ross David Ross
Senior Associate Director, Wharton Undergrad
Meet David
Jingy Yen Jingy Yen
Associate Director, Wharton Undergrad
Meet Jingy
Ellery Kauvar Ellery Kauvar
Graduate Assistant, Wharton
Meet Ellery
Samuel Kim Samuel Kim
Graduate Assistant, Wharton
Meet Samuel
Claire Klieger Claire Klieger
Senior Associate Director, The College
Meet Claire
Mylène Kerschner Mylène Kerschner
Associate Director, The College
Meet Mylène
Anne Dickinson Anne Dickinson
Associate Director, The College
Meet Anne
Natty Leach Natty Leach
Handshake Manager and Associate Director, The College
Meet Natty
Emily Barrale Emily Barrale
Data Visualizations & Analytics Manager and Associate Director, The College
Meet Emily
Julian Roberson Julian Roberson
Graduate Assistant, The College
Meet Julian
Michael DeAngelis Michael DeAngelis
Senior Digital Resources Manager
Meet Michael
Leon Malloy Leon Malloy
Operations Manager
Meet Leon
Robin Chakrabarti Robin Chakrabarti
Administrative Coordinator, Operations
Meet Robin
University of Pennsylvania
Career Services
Blog TwitterFacebookLinkedInInstagramYouTubePinterest
McNeil Building Suite 20
3718 Locust Walk
Philadelphia, PA 19104
(215) 898-7531
careerservices@vpul.upenn.edu
Privacy Policy | Terms of Service | Copyright | Disclaimer | Report Accessibility Issues and Get Help
Powered by uConnect