Become a key part of business transitions as a Transfers Specialist, working with carriers and advisors. Ensure smooth block transfers and uphold data integrity daily in Montreal or Kitchener.
This full-time, temporary role focuses on managing advisor business transfers between Managing General Agents (MGAs). You’ll collaborate with various departments and external partners to fulfill all transfer requirements. Precision and problem-solving skills are essential for navigating challenges and verifying transfer accuracy.
Key Responsibilities:
• Facilitate block transfers between MGAs and advisors
• Submit transfer documents for valuations
• Collaborate with Finance for transfer evaluations
• Verify client listings from carrier websites
• Document transfer progress in Salesforce
Requirements:
• Minimum 1 year in insurance or financial services
• Specialized knowledge of MGA contracting processes
• Proficiency in Microsoft Office applications
• Detail-or...