Winged Keel Group · 3 months ago
Client Services Assistant
Richmond, VA
Full-time
Onsite
Entry Level
1+ years expWinged Keel Group is an independent life insurance brokerage firm specializing in wealth accumulation and transfer strategies for ultra-high net worth families. The Client Services Assistant will deliver exemplary service to clients by managing life insurance products, preparing documentation, and ensuring compliance while maintaining accurate client information.
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
1-2 years of professional experience, preferably including customer service
Bachelor's degree
Proficiency in Microsoft Outlook, Word, and Excel
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 is a plus
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
Required to work on a computer for a substantial part of the day
Occasional work in the evenings or weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset
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