Coordinate advisor Reassignments for Hub Financial through careful investigations, carrier follow-up, and accurate WealthServ records. Build reliable transfer workflows.
This Transfer Specialist role supports advisor block transfers and Reassignments across Hub Financial's insurance and MGA operations. You will act as a liaison between brokers and insurance companies, facilitating servicing and commission changes. Daily work includes obtaining client listings, preparing documentation, maintaining records, resolving discrepancies, and contributing to projects. Experience with contracting and block transfers is an asset.
Key Responsibilities:
- Coordinate servicing and commission changes for advisor Reassignments
- Build relationships with insurance companies and external partners
- Obtain client listings for investigations and block transfers
- Maintain current broker and block transfer information in WealthServ
- Participate in Licensed Inforce and Reassignments project work
Requirements:
- Curiosity and consistent performance supporting others
- Collaborative approach to internal and external relationships
- Ability to manage multiple priorities and commitments
- Strong interpersonal and written communication skills
- Financial services, insurance, or MGA operations experience is an asset
Bring collaboration, investigation, and record-management skills to advisor Reassignments and block transfer coordination at Hub Financial.
Advisor Reassignment Coordinator in London employer: HUB International
HUB International is an exceptional employer that prioritizes employee growth and satisfaction, making it an ideal place for the Vice President of Sales Focused on Client Solutions. With a supportive and vibrant work culture, employees are encouraged to innovate and collaborate, ensuring both personal and professional development. Located in a dynamic industry, HUB offers unique opportunities for leadership and strategic impact, fostering a sense of purpose and community among its team members.
