Hybrid Transfer Specialist Role
019984 Hub Financial Inc. • winnipeg, Canada
Role Description
Hub Financial seeks a hybrid Transfer Specialist to oversee advisor block transfers, ensuring timely and accurate updates. Forge key relationships with brokers and insurance carriers to enhance service delivery.
This Transfer Specialist position ensures all transfer processes are seamless, from managing documentation to maintaining accurate records in WealthServ. You will actively communicate with carriers and brokers to oversee timely completion of client policies while supporting the broader operational objectives of Hub Financial.
Key Responsibilities:
• Process block transfer agreements and necessary reassignments
• Collaborate closely with insurance companies for efficient transfers
• Keep records current in WealthServ to reflect accurate information
• Consistently follow up to resolve transfer requests
• Support investigations into discrepancies as needed
Requirements:
• A collaborative and positive attitude towards teamwork
• Strong detail orientati...
This Transfer Specialist position ensures all transfer processes are seamless, from managing documentation to maintaining accurate records in WealthServ. You will actively communicate with carriers and brokers to oversee timely completion of client policies while supporting the broader operational objectives of Hub Financial.
Key Responsibilities:
• Process block transfer agreements and necessary reassignments
• Collaborate closely with insurance companies for efficient transfers
• Keep records current in WealthServ to reflect accurate information
• Consistently follow up to resolve transfer requests
• Support investigations into discrepancies as needed
Requirements:
• A collaborative and positive attitude towards teamwork
• Strong detail orientati...