Enhance your career as a Transfer Specialist at HUB International, focusing on hybrid workflows for advisor block transfers. Your role will ensure that servicing changes are accurately updated and well communicated.
In this capacity, you will manage transfer documentation and liaise with brokers and insurance carriers. This position requires a collaborative approach, attention to detail, and the ability to manage multiple priorities efficiently. You will also assist in ongoing team projects to support the Contracting and Transfer team.
Key Responsibilities:
• Effectively process Buy/Sell agreements and reassignments
• Maintain strong relationships with insurance partners
• Keep broker transfer information current in WealthServ
• Ensure timely completion of transfer requests
• Assist in discrepancy resolution through investigation
Requirements:
• Strong data accuracy and detail orientation
• Collaborative skills for internal and external communications
•...