Client Reporting Analyst

Overview

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

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. As a Client Reporting Analyst you will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting, you will also develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded.

Position Responsibilities

• Manage the timely production and review of monthly statements for private placement policies by working closely with insurance companies and colleagues
• Obtain and upload large sets of data to a proprietary database to facilitate statements
• Efficiently reconcile data; understand and resolve any issues. Build and update complex Excel models to generate and produce presentation-ready reports, by utilizing Excel tools such as VLOOKUP and PivotTables. Modify and improve Excel models to make them more user-friendly for other members of the Client Services team.
• Develop and maintain excellent relationships with insurance company contacts, clients, and advisors
• Regularly communicate with clients and advisors, generally via email and sometimes by phone, to respond to inquiries, alert them to missed payments, provide information, etc.
• Use insurance company software to run (or request from insurance companies) inforce policy illustrations.
• Prepare periodic policy reviews for inforce policies using standard templates
• Create ad hoc presentations and spreadsheets based on client requests
• Facilitate all administrative aspects of requested policy changes, including the movement of money / fund allocations, as requested
• Obtain, understand, and present fund information available to clients
• Problem-solve client issues and escalate to higher level internal management when applicable
• Update and maintain client information and document all client transactions
• Adhere to broker-dealer compliance requirements

Ideal Candidate

Working Conditions / Demands / Complexity

Compensation / Benefits

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