Client Services Assistant

Client Services Representative

Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products. The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details. Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift.

Position 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.

Ideal Candidate Will Possess the Following :

Working Conditions / Demands / Complexity :

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