Teams at Winged Keel Group

Manage life insurance underwriting and implementation cases from application through policy issuance. Responsibilities include coordinating medical exams and records, interviewing clients and advisors, reviewing medical histories, negotiating risk classifications with carriers, completing application paperwork, tracking case status, communicating updates, and coordinating with client relationship managers, project managers, and insurance company case managers. The role also prepares portfolio summaries and supports post-placement administrative handoffs.

Manage life insurance underwriting cases from application through policy issuance. Responsibilities include coordinating medical exams and records, interviewing clients, reviewing medical histories, negotiating risk classifications with carriers, completing application paperwork, providing status updates, and coordinating with client relationship managers, project managers, advisors, and insurance company case managers. The role also prepares portfolio summaries and communicates ongoing administrative obligations.