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Insurance Sales

Elite Client Services Associate – UHNW Life Insurance

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Winged Keel Group
Full Time position
Listed on 2026-01-29
Job specializations:
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading high-end life insurance firm is seeking a Client Services Specialist to deliver exceptional service to ultra-high net worth clients. Responsibilities include obtaining policy information, managing client transactions, and preparing complex portfolio reviews using Excel. The ideal candidate will have 2-5 years of client service experience in insurance, a Bachelor's degree, and proficiency in Microsoft Office. This role promises a dynamic workplace, competitive compensation, and benefits.
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Position Requirements
10+ Years work experience
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