Client Services Associate

Winged Keel Group's Client Services department focuses on delivering best in class service to ultra-high net worth clients. The Client Services Associate will use their knowledge of life insurance and client service experience to follow established processes and prepare deliverables.

Requirements

• 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 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
• Understanding of basic financial math concepts like gross and net rates of return, gain/loss
• Understanding of estate planning fundamental (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

Benefits

• Medical
• Dental
• Life
• Disability
• 401(k)
• Section 125
• Voluntary benefits