Client Services Associate

Firm Summary :

• Winged Keel Group is the premier national high-end life insurance platform.  With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.  For more information on Winged Keel Group, please visit www.wingedkeel.com.  Position Summary : Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients.
• Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios.
• The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion.
• The successful Client Services Associate will use his or her knowledge of life insurance and client service experience to follow our established processes and prepare deliverables.
• Relevant skills that an Associate will be able to further develop in this role include task management and time management skills, effective communication skills, and an exceptional attention to detail.
• The work is challenging, and hard work is recognized and rewarded.

Position Responsibilities :

Ideal Candidate will Possess the Following :

Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment  Compensation / Benefits :