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 New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, 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:
The Life Insurance Underwriting Assistant acts as an instrumental resource by providing administrative support to the Underwriting team with case set up, ordering and preparing insurance company forms, tracking underwriting requirements, and entering data for new policies.
Position Responsibilities:
- Case set up: Create client folder and case record in database
- Prepare client HIPAA Authorization forms for signature
- Request Attending Physician Statements (APS’s) from doctors’ offices, arrange for payment, and follow up regularly until obtained
- Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports
- File and save documents in client and department resource folders
- Submit underwriting files and paperwork to carriers
- Assist with tracking and recording carrier informal offers in spreadsheet
- Download life insurance application paperwork and supplemental forms
- Complete life insurance applications and prepare for signature on DocuSign
- Prepare policy delivery packages to client
- Prepare invoices
- Data entry: Input client, application, and policy information in company database
- Create FedEx labels and packages, and oversee sending out packages
- Assist with the file breakdown when a case closes and the transition of the case to the Client Services team
- Develop basic knowledge of carrier products
- Bachelors degree
- High attention to detail
- Strong organizational skills
- Ability to consistently meet deadlines
- Likes following a process and seeing a project through to completion
- Ability to work individually or with a team when necessary
- Effective communication skills with internal and external parties
- Ability to take direction and effectively carry out any tasks expected to complete
- Ability to multitask with strong prioritization skills
- Maintains precise notes on any processes, training, or client information
- Knowledge of Microsoft Office, Microsoft Outlook, Adobe Acrobat, and SalesForce
- Ability and willingness to learn new programs and processes
- Takes initiative with urgent, time sensitive tasks
- Maintains a positive, can-do attitude
- Required to work on a computer for a substantial part of the day
- Flexibility to occasionally work overtime 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
- Eligible for annual bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Top Skills
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
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