Manage advisor block transfers at Hub Financial using WealthServ, accurate documentation, and strong carrier relationships. Support timely servicing and commission changes.
As a Transfer Specialist, you will manage advisor block transfers and Reassignments for Hub Financial, a division of HUB International. You will help ensure client policies reflect accurate servicing and commissionable broker changes. The work combines transfer documentation, broker records, carrier follow-up, investigations, and project participation. Experience in financial services, insurance, or MGA operations is an asset.
Key Responsibilities:
- Process advisor Buy/Sell agreements for block transfers and Reassignments
- Prepare and submit transfer forms to brokers and insurance companies
- Maintain accurate broker and transfer records in WealthServ
- Follow up with carriers on required processing timelines
- Investigate transfers and resolve discrepancies as they arise
Requirements:
- Strong attention to detail and commitment to data accuracy
- Ability to manage multiple priorities and follow through
- Effective verbal and written communication skills
- Intermediate MS Word, Excel, and online meeting platform knowledge
- APEXA, WealthServ, contracting, or block transfer experience is an asset
Apply transfer coordination, carrier communication, and WealthServ skills while supporting accurate advisor and client policy updates.
Insurance Block Transfer Specialist 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.
