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© All Rights Reserved. ApplyBlast.com
Winged Keel Group
Winged Keel Group is seeking a Client Services professional to deliver best-in-class service to ultra-high net worth clients by managing life insurance portfolios, preparing reports, and processing policy transactions. The role involves collaborating with insurance carriers, utilizing Excel for complex portfolio reviews, and proactively communicating with internal teams and clients to ensure accurate and timely service. This position offers an opportunity to develop expertise in life insurance products and tax-efficient wealth strategies within a fast-paced brokerage environment.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
1989
Winged Keel Group is an independent life insurance brokerage founded in 1989 that specializes in structuring and long‑term administration of large life insurance portfolios for ultra‑affluent families. The firm offers end‑to‑end services including portfolio design and management, underwriting, private placement life insurance and annuities, corporate‑owned life insurance, and business‑continuation solutions. Emphasizing longevity and robust client service infrastructure, Winged Keel has helped clients acquire over $27 billion of coverage.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Winged Keel Group.
Winged Keel Group didn’t post a salary, so this is our estimate from similar listings.
10% below the average for this role