Client Services Senior Associate

Firm Summary:

• Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions.


• With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

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 co...