Winged Keel Group
Firm Summary
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
Ideal Candidate will Possess the Following
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
Working Conditions/Demands/Complexity
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
Compensation / Benefits
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.
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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
Ideal Candidate will Possess the Following
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
Working Conditions/Demands/Complexity
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
Compensation / Benefits
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.
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