Client Services Associate

Winged Keel Group is seeking a Client Services Associate to join their Client Services department. The successful candidate will use their knowledge of life insurance and client service experience to follow established processes and prepare deliverables. Relevant skills include task management, time management, effective communication, and attention to detail.

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

• Attractive annual compensation package
• Eligible for annual profit sharing bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits