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Senior Life Insurance Client Services Lead

Winged Keel Group

Winged Keel Group in Richmond, Virginia, is seeking a Client Services Senior Associate to ensure exceptional service for ultra-high-net-worth clients. The role involves managing a small team, preparing detailed insurance portfolio reviews, and maintaining client communication. Ideal candidates have 3-5 years of client service experience in insurance, strong leadership skills, and a Bachelor's degree. Proficiency in Microsoft Excel is crucial. This position provides a challenging yet rewarding environment with competitive opportunities for professional growth. #J-18808-Ljbffr Winged Keel Group

Vacancy posted more than 2 months ago

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