We are looking for a Transfers Specialist. The Transfers Specialist is responsible for facilitating the transfer of advisor’s blocks of business, whether through a change of MGAs or the sale of business between advisors. The Transfers Specialist works with carriers and other MGAs to ensure that all requirements and criteria are met for the block transfer, and works with multiple departments to process the block transfer. The Transfers Specialist maintains detailed tracking of all transfers, investigates any potential issues, and verifies the accuracy and timeliness of all data being transferred.

What you will do

Work closely with carriers and other companies to facilitate the transfer of advisor’s blocks of business between MGAs

Submit all required transfer documents to other MGAs for block valuation

Work with Finance team to complete the valuation for blocks of business being transferred out, validate valuation for blocks transferring in, and issue ...