Winged Keel Group · 3 hours ago
Client Services Associate
Richmond, VA
Full-time
Onsite
Entry, Mid Level
2+ years expWinged Keel Group is the premier national high-end life insurance platform specializing in various insurance services. The Client Services Associate role focuses on delivering exceptional service to ultra-high net worth clients by managing insurance portfolios, preparing reports, and ensuring compliance with established procedures.
BankingFinancial ServicesVenture Capital
Responsibilities
Obtain policy values, forms, and information from insurance carriers
Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don’t make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed
Prepare premium invoices and policy summaries
Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing
Update and maintain client information; document all client transactions
Understand and adhere to compliance procedures when working with variable life insurance
Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats
Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience
Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis
Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner
Prepare split dollar reporting
Proactively communicate with internal Client Relationship Managers
Coordinate with the Design team when advanced analytics are needed
Qualification
Required
2-5 years of client service experience in the insurance industry
Bachelor's degree
Proficiency in Microsoft Outlook, Word, and Excel
Understanding of life insurance products (term, whole life, UL, IUL, GUL, VUL)
Experience with life insurance customer service
Problem solver; aware of when to escalate issues
Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment
Ability to pick-up and understand new software and technology relatively quickly
Understanding of basic financial math concepts like gross and net rates of return, gain/loss
Ability to develop and maintain positive relationships within the firm and with common outside contacts
Strong interpersonal communications skills (both written and oral)
Willingness to accept constructive feedback
Strong work ethic and commitment to the highest standards of excellence
Strong sense of accountability and ownership of his or her work
Preferred
Industry Licenses (a plus) – Series 6, 63, Life, Accident & Health
Understanding of estate planning fundamental (a plus)
Benefits
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
Company data provided by crunchbase