Client Services Assistant
New York, NY
Full Time
Entry Level
Firm Summary:
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 offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Denver, and Washington, D.C., 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.
The successful Client Services Assistant will develop and consistently use task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded.
Position Responsibilities:
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 offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Denver, and Washington, D.C., 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.
The successful Client Services Assistant will develop and consistently use task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded.
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.
- Prepare premium invoices; follow-up with insurance companies and clients to confirm premiums are paid as scheduled.
- 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.
- Prepare policy summaries and policy reviews for inforce policies
- Update and maintain client information; document all client transactions.
- Understand and adhere to compliance procedures when working with variable life insurance.
- Regularly communicate with clients and advisors by phone and email. Acknowledge requests in a timely manner. Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions.
- Bachelor’s degree
- Proficiency in Microsoft Outlook, Word, and Excel
- Highly detail oriented; able to critically review own work
- Accountable; follows through on tasks independently
- Problem solver; aware of when to escalate 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
- Strong interpersonal communications skills (both written and oral)
- Willingness to learn and 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
- Experience in life insurance industry is a plus
- 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
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
- Eligible for annual bonus based on firm’s net profit and employee’s job performance — (profit sharing)
- Eligible for firms Employee Participation Plan — (revenue sharing)
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