Richmond, Virginia, United States · On-site
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 fa…
Skills: Customer Service, Microsoft Excel, Microsoft Outlook, Microsoft Word, Financial Math
Richmond, Virginia, United States · On-site
$50k–$53k/yr
Title: Performing Arts Coordinator State Role Title: VMFA Associate Hiring Range: $50,000 - $53,000 Pay Band: UG Agency: Virginia Museum of Fine Arts Agency Website: vmfa.museum Recruitment Type: G – General Public Depar…
Skills: Event Planning, Budget Management, Contract Negotiation, Procurement, Performing Arts Programming
Richmond, Virginia, United States · On-site
$53k–$82k/yr
Title: Accounting Supervisor: Central Administration #01241 State Role Title: Financial Services Spec I Hiring Range: $52,612 - $82,077 Pay Band: 4 Agency: Dept of Corr - Central Admin Location: DOC Headquarters Agency W…
Skills: GAAP, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word
Richmond, Virginia, United States · On-site
Overview Nelson Mullins is seeking a litigation paralegal to assist attorneys in our Richmond office. A Day in the Life The ideal candidate will take ownership of case calendars and ensure all court deadlines are tracked…
Skills: Case Calendar Management, Electronic Filing, Legal Research, Drafting Pleadings, Medical Record Summarization
Richmond, Virginia, United States · On-site
$22/hr–$24/hr
Job DetailsJob Location: PMC-Central Virginia Area Command - Richmond, VA 23220Position Type: Full Time RegularEducation Level: Bachelor's DegreeSalary Range: $22.51 - $24.00 HourlyTravel Percentage: MinimalJob Shift: Da…
Skills: Volunteer Recruitment, Event Planning, Project Management, Community Partnership Development, Training Coordination
Richmond, Virginia, United States · On-site
$22/hr–$24/hr
Job DetailsJob Location: PMC-Central Virginia Area Command - Richmond, VA 23220Position Type: Full Time RegularEducation Level: Bachelor's DegreeSalary Range: $22.51 - $24.00 HourlyTravel Percentage: MinimalJob Shift: Da…
Skills: Volunteer Recruitment, Event Planning, Project Management, Community Partnership Development, Public Relations
Richmond, Virginia, United States · Hybrid
Description At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better—for our clients and for each other. This isn't a place f…
Skills: Commercial Loan Closing, Loan Documentation, Due Diligence, Compliance, Transaction Coordination
Richmond, Virginia, United States · On-site
$25/hr–$28/hr
POSITION SUMMARY The System Status Controller (SSC) is responsible for real-time monitoring, coordination, and support of emergency medical service (EMS) communications. Under the direction of the Communications Lieutena…
Skills: Emergency Medical Dispatch, Call Triage, Unit Deployment, Multitasking, Computer Aided Dispatch
Richmond, Virginia, United States · On-site
$55k–$70k/yr
Lansing Building Products has supplied professional contractors with high-quality building products since its founding in 1955. Led by third generation President & CEO Hunter Lansing, we remain true to the family values …
Skills: Collections, Payment Negotiation, Account Reconciliation, Credit Risk Mitigation, Problem Solving
Richmond, Virginia, United States · On-site
The Virginia Eye Institute (VEI) is hiring! VEI is a large and dynamic practice of ophthalmologists and optometrists in the Richmond, VA area. We are searching for a full-time Revenue Cycle Customer Service Specialist to…
Skills: Customer Service, Written Communication, Verbal Communication, Conflict De-escalation, Attention To Detail
Richmond, Virginia, United States · On-site
Description Leasing Agent Job Description: The Estates at Horsepen is an award-winning apartment community located in Henrico, Virginia. Our community delivers an inspiring blend of modern living and world-class amenitie…
Skills: Residential Leasing, Customer Service, Closing Skills, Microsoft Office, Organizational Skills
Richmond, Virginia, United States · On-site
Field Research Manager, 11-8 shift <br> Job Description <br> OVERVIEW CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S…
Skills: Operations Management, KPI Management, Team Leadership, Coaching And Mentoring, Data Quality Assurance
Richmond, Virginia, United States · Hybrid
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll…
Skills: Attention To Detail, Written Communication, Oral Communication, Organizational Skills, Ms Word
Richmond, Virginia, United States · On-site
Thank you for considering a career at Bon Secours! Scheduled Weekly Hours: 40 Work Shift: Days (United States of America) Bon Secours About Us As a faith-based and patient-focused organization, Bon Secours exists to enha…
Skills: Patient Registration, Insurance Verification, Appointment Scheduling, Customer Service, Medical Record Management
Richmond, Virginia, United States · On-site
$19/hr–$19/hr
About the Role To support the Defense Supply Center Richmond (DSCR) with its access control program by the issuing of access control type media, Common Access Cards (CAC), Lenel Access Cards, and Visitor and Temporary ba…
Skills: Customer Service, Personnel Supervision, Oral Communication, Written Communication, Problem Solving
Richmond, Virginia, United States · On-site
$72k–$85k/yr
Campus Operations Specialist, CoStar Group - Richmond, VA <br> Job Description <br> Who is CoStar Group? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, ana…
Skills: Workplace Operations, Facilities Management, Project Coordination, Asana, Executive Communication
Richmond, Virginia, United States · On-site
$72k–$85k/yr
Campus Operations Specialist, CoStar Group - Richmond, VA <br> Job Description <br> Who is CoStar Group? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, ana…
Skills: Operational Execution, Workplace Management, Project Coordination, Asana, Executive Communication
Richmond, Virginia, United States · On-site
$72k–$85k/yr
Campus Operations Specialist, CoStar Group - Richmond, VA <br> Job Description <br> Who is CoStar Group? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, ana…
Skills: Project Coordination, Operational Execution, Workplace Management, Asana, Executive Communication
Richmond, Virginia, United States · On-site
$52k–$72k/yr
CLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Richmond, VA Hiring Range: $52,000 - $72,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Richmond team. T…
Skills: Customer Service, Communication Skills, Microsoft Outlook, Microsoft Word, Microsoft Excel
Richmond, Virginia, United States · On-site
$63k–$83k/yr
REGISTERED CLIENT SERVICE ASSOCIATE Location: Richmond, VA Hiring Range: $63,000 – 83,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Richmond team. This f…
Skills: Customer Service, Communication, Multi-tasking, Microsoft Outlook, Microsoft Word
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The role involves managing life insurance portfolios for ultra-high net worth clients, including preparing reports, invoices, and processing policy changes. It also requires coordinating with insurance carriers to obtain policy values and performing complex financial analysis using Excel.
Candidates should have a bachelor's degree and 1-2 years of professional experience, preferably in customer service. Proficiency in Microsoft Office and a strong ability to handle detailed financial data and deadlines are required.
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 eleven offices located throughout the United States, 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:
Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products.
The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details.
Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift.
Position Responsibilities:
Ideal Candidate will Possess the Following:
Compensation / Benefits:
New York • San Francisco • Boston • Richmond • Washington, D.C. • Houston • Atlanta • Denver • St. Louis • Minneapolis
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart. Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Offices: New York, NY 10165, US · San Francisco, California 94104, US · Boston, Massachusetts 02494, US · Richmond, Virginia 23226, US · Houston, Texas 77019, US
There are currently 621 open administrative positions in Richmond, VA listed on Clera. New openings are added daily as companies post roles.
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