- 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 dont 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
- Critically review own work before sharing with others. Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.
- 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. 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.
- Bachelors degree
- 2-5 years of client service experience .
- 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)
- 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
- Working Conditions/Demands/Complexity:
- 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 firms net profit and employees job performance (profit sharing)
- Eligible for firms Employee Participation Plan (revenue sharing)
-
Client Services Associate
2 days ago
ProspectBlue Richmond, United StatesProspectBlue is partnered with an independent financial services firm seeking a Client Services Associate to join their team. · Position Overview: · We are seeking a highly motivated and detail-oriented Client Service Associate to support our Portfolio Manager. The ideal candida ...
-
Registered Client Service Associate
2 weeks ago
AscendHire Richmond, United StatesRegistered Client Services Associate · Active Series 7 license required · Richmond, VA · Flexible Work Hours · **To be eligible for this position, you must reside within 70 miles of the Richmond, VA area and hold an active Series 7 license · Are you ready to elevate your career i ...
-
Member Services Associate
2 weeks ago
YMCA of Greater Richmond Richmond, United StatesThe Tuckahoe Family YMCA is currently seeking a part time, personable Member Service Associate who enjoys working in a fast paced environment to provide quality service to members and prospective members. Looking for candidates who are available to work mornings and weekends. Thi ...
-
Client Service Associate
5 days ago
Sparks Personnel Services, Inc. Richmond, United StatesMaintain and update client information with accuracy and attention to detail. Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. Assist in the preparation of reports, presentations Client Service, Associate, Se ...
-
Customer Service Associate
1 day ago
Strange's Florists, Greenhouses and Garden Centers Richmond, United StatesJob Description · Job DescriptionStrange's has position openings for floral customer service associates at the Short Pump and Mechanicsville locations. The Floral Customer Service Associate is responsible for maintaining outstanding customer service per company standards and rece ...
-
Customer Service Associate
2 days ago
Holiday Barn Richmond, United StatesDo you love cats and dogs? Work with pets every day at our award-winning pet boarding, training, and daycare facility · Holiday Barn Pet Resorts is looking for a full-time Customer Service Associate for our Midlothian location who is looking for a career with pets. As the face o ...
-
Guest Services Associate
1 week ago
Virginia Museum of History & Culture Richmond, United StatesPosition Description · Updated May 2, 2024 · Title: Guest Services Associate · Division: Guest Engagement · Reports to: Manager of Guest Services · Position Status: Part-time; Non-Exempt · Starting Pay Rate: $14.00/hour · Position summary: · Guest Services Associates serve a ...
-
Client Service Associate
4 weeks ago
Sparks Group Richmond, United StatesResponsibilities: · Have you got what it takes to succeed The following information should be read carefully by all candidates. Maintain and update client information with accuracy and attention to detail. · Serve as a trusted advisor for clients, proactively educating them on ...
-
Verizon Customer Service Associate
4 days ago
A&H Management Richmond, United StatesJob Description · Job DescriptionWE ARE HIRING A SPIRITED VERIZON CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM · Are you excited to bolster your customer service and sales prowess and have fun while doing so? Look no further, because we are seeking new talent to join our customer ...
-
Associate Director of Member Services
1 week ago
YMCA of Greater Richmond Richmond, United StatesThe Associate Director will serve as key front desk representative, performing all member service duties. Responsibilities include greeting members; conducting facility tours; answering phone and in-person inquiries about membership and programs; per Member Services, Director, Me ...
-
Retail Associate Customer Service
1 week ago
Goodwill Industries of Central and Coastal Virginia Richmond, United StatesContributes to the mission of Goodwill by providing the best customer service to our customers. Maximizes the stores appearance by cleaning and straightening, filling in the sales floor, and assisting with visual presentation. Essential Duties(Other Retail Associate, Customer Ser ...
-
Office Associate II- Medical Services
1 week ago
Richmond Behavioral Health Authority Richmond, United States· Richmond Behavioral Health is seeking a full-time Office Associate II for our Medical Services team The ideal candidate for this position will perform intermediate administrative support work answering telephones, greeting visitors, assisting clients, providing general informa ...
-
Client Service Associate
2 weeks ago
ProspectBlue Richmond, United StatesPosition Overview:We are seeking a highly motivated and detail-oriented Client Service Associate to support our Portfolio Manager. The ideal candidate will be responsible for delivering outstanding service to our clients, ensuring smooth and efficient operations, and assisting wi ...
-
Food Service Associate- Duck Thru 58
1 week ago
Jernigan Oil Co Richmond, United States>> Food Service Associate- Duck Thru 58 Food Service Associate- Duck Thru 58 Summary Title:Food Service Associate- Duck Thru 58ID:8185Location:Whaleyville, VADescription **Responsibilities and Expectations:** · The purpose of this job description is to give new employees an overv ...
-
Member Services Associate
1 week ago
YMCA of Greater Richmond Richmond, United StatesThe Northside Family YMCA is currently seeking a part time, personable Member Service Associate who enjoys working in a fast paced environment to provide quality service to members and prospective members. This part time position starts at $12.00 per hour. · **DUTIES of a Member ...
-
Client Service Associate
1 week ago
RMI Sales Richmond, United StatesRMI is expanding and we?re excited to invite a Customer Care Associate to join our dynamic team. As a Customer Care Associate, you will be the primary point of contact for our valued customers, assisting with inquiries, processing orders, and resolving issues to ensure a seamless ...
-
Facility Services Associate
3 weeks ago
Virginia Museum of History & Culture Richmond, United States**Position Description** · Updated April 26, 2024 · **Title**:Facility Services Associate · **D**ivision**: Operations · **Reports to**: Sr. Director of Facilities · **Position Status**:Full-time; Non-Exempt · **Salary Range**:$14 - $16 per hour · **Position Summary**: · The Faci ...
-
Member Services Associate
2 weeks ago
YMCA of Greater Richmond Richmond, United States**DUTIES of a Member Services Associate** · Responsibilities include answering phones, greeting members, processing memberships and completing program registrations. · **QUALIFICATIONS of a Member Services Associate** · Applicants should have excellent customer service skills, st ...
-
Guest Services Associate
1 week ago
UDR, Inc. Richmond, United StatesUDR, Inc. and its affiliated companies are seeking a Floating Resident Service Specialist to join our teams in Richmond. This position will have shared time at 4 Richmond based apartment communities, located in Henrico, Glen Allen and Chester, VA. · **UDR, Inc. and its affiliated ...
-
Customer Service Associate
1 month ago
Shell Richmond, United States Full timeAre you ready to work for a company that rewards and values your contributions? Rebel Convenience Stores offers competitive pay, health benefits, and a chance for advancement. · Customer Service Associates pay between $15 - $19 per hour. · Join the Rebel team for spontaneity an ...
Client Services Associate - Richmond, United States - Winged Keel Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
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, Washington, D.C. and Denver, 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 Groups 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 Associate will use his or her knowledge of life insurance and client service experience to follow our established processes and prepare deliverables. Relevant skills that an Associate will be able to further develop in this role include 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. This work as tremendous opportunity for growth and leadership.
Position Responsibilities:
Ideal Candidate will Possess the Following:
Compensation / Benefits