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, Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit

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.

• 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, withdrawals, and 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.

• 2-5 years of client service experience in the insurance industry
• Bachelor’s degree
• Industry Licenses (a plus) – Series 6, 63, Life, Accident & Health
• Proficiency in Microsoft Outlook, Word, and Excel
• Understanding of life insurance products (term, whole life, UL, IUL, GUL, VUL)
• Experience with life insurance customer service
• 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 such as gross and net rates of return, gain/loss
• Understanding of estate planning fundamentals (a plus)
• Ability to develop and maintain positive relationships within the firm and with common outside contacts
• Strong interpersonal communication 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

• Required to work on a computer for a substantial part of the day
• Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
• A strong fundamental skill set 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.