Teams at Winged Keel Group

Provide client-facing support for ultra-high net worth life insurance portfolios: obtain policy information, prepare invoices and illustrations, process transactions and claims, perform Excel-based portfolio reviews (including IRR), maintain client records, ensure compliance, and coordinate with advisors and internal teams.

The Client Services Senior Associate oversees a team, manages client insurance portfolios, prepares reports, and ensures compliance, focusing on enhancing client service.

The Client Services Senior Associate is responsible for managing a team, overseeing client portfolios, preparing reports, and ensuring excellent customer service in the insurance sector.