Institutions Case Design Associate

Winged Keel Group is an independent life insurance brokerage firm. The Institutions Case Design Associate will manage the design and implementation of insurance portfolios sourced within the Institution Channel.

Requirements

• Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc.
• Support models of the strategies utilized to fund estate planning life insurance structures
• Illustrate the full spectrum of approved life insurance and annuity products for major life insurance carriers
• Coordinate the implementation of insurance portfolios across the underwriting/new business teams
• Act as a liaison between the CRM and the financial advisor
• Assure compliance with NASD/MHS, external institutions compliance teams, and insurance regulations
• Manage internal/external deadlines, minimize unnecessary requests from advisors and clients, anticipate client/CRM requests, and proactively move cases through the implementation process
• Maintain appropriate records tracking prospecting and client activity within the firm’s client relationship management system
• Attend advisor/client calls documenting the key points of the meeting and follow-up or delegate the appropriate action items
• Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service)

Benefits

• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits