Client Services Associate for Insurance Wealth Management

Winged Keel Group; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

401(k)

Section 125

Job summary

Winged Keel Group in Boston is seeking a Client Services associate to support our ultra-high net worth clients. You will help with reporting, premium invoicing, and portfolio reviews, coordinating with carriers and advisors to ensure timely, accurate information.

The ideal candidate has 1–2 years of customer service experience, a Bachelor’s degree, and proficiency with Outlook, Word and Excel. You will learn insurance product nuances and communicate proactively to manage client expectations.

Qualifications

• 1–2 years of professional experience, preferably including customer service
• Bachelor’s degree required
• Proficiency in Microsoft Outlook, Word, and Excel
• Strong problem solving and organization skills
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Willingness to learn new software and technology

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
• Process death claims, surrenders, withdrawals, and policy changes through to completion
• Update and maintain client information and document transactions
• Adhere to compliance procedures for variable life insurance
• Prepare complex portfolio reviews in Excel with multiple product types and scenarios
• Review teammate work and suggest improvements for the customer experience
• Assist clients and advisors with questions and deliver relevant analysis
• Communicate proactively with Client Relationship Managers

Skills

Customer service

Problem solving

Time management

Organizational skills

Communication skills

Attention to detail

Adaptability

Education

Bachelor’s degree

Tools

Excel

Outlook

Word

Job description

Winged Keel Group in Boston is seeking a Client Services associate to support our ultra-high net worth clients. You will help with reporting, premium invoicing, and portfolio reviews, coordinating with carriers and advisors to ensure timely, accurate information.

The ideal candidate has 1–2 years of customer service experience, a Bachelor’s degree, and proficiency with Outlook, Word and Excel. You will learn insurance product nuances and communicate proactively to manage client expectations.