Client Services Assistant

Winged Keel Group; Richmond (VA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Disability insurance

401(k)

Section 125 benefits

Job summary

Winged Keel Group is seeking a Client Services professional to support ultra-high-net-worth clients with reporting, invoicing, and portfolio reviews. The role trains you on life insurance products and emphasizes accuracy, proactive communication, and adherence to established processes.

The ideal candidate has 1–2 years of experience, strong Microsoft Office skills, and a client-focused mindset, with the ability to manage multiple tasks and deadlines in a demanding environment.

Qualifications

• 1-2 years of professional experience, preferably including customer service
• Proficiency in Microsoft Outlook, Word, and Excel
• Problem solver; aware of when to elevate 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

Responsibilities

• Obtain policy values, forms, and information from insurance carriers.
• Use insurance company software to run inforce policy illustrations and identify inconsistencies.
• Prepare premium invoices and policy summaries.
• Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes; follow up to complete multi-step transactions.
• 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 with IRR calculations; create templates for new scenarios.
• Review teammates' work; identify errors and suggest improvements for better service.
• Assist clients and advisors with questions about insurance portfolios and prepare explanations of analyses.
• Understand income tax attributes of life insurance and strategies to fund life insurance tax efficiently.
• Prepare split dollar reporting.
• Proactively communicate with internal Client Relationship Managers.
• Coordinate with the Design team when advanced analytics are needed.

Skills

Customer service

Time management

Prioritization

Attention to detail

Communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Firm Summary:

Winged Keel Group is anindependent 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 eleven 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. 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:

• 1-2 years of professional experience, preferably including customer service
• Proficiency in Microsoft Outlook, Word, and Excel
• Problem solver; aware of when to elevate 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

Working Conditions/Demands/Complexity:

• 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. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
• Attractive annual compensation package is commensurate with experience
• Eligible for annual performance-based bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.