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Senior Life Insurance Client Services Lead

  • Job type Posted on: Jun 27, 2026
  • Experience level Winged Keel Group
  • Employment type Richmond, Virginia
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Senior Life Insurance Client Services Lead

Job Type :

Full-time

Job Location :

Richmond Virginia United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
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

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Jobcon Logo Position Details

Posted:

Jun 27, 2026

Reference Number:

14660_2286AC9DA414FDC9FB44D055D33E08DC

Employment:

Full-time

Salary:

Not Available

City:

Richmond

Job Origin:

APPCAST_CPC

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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

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