Hybrid Transfer Specialist at HUB International
D
Dormont Manufacturing Co
📍 vaughan, york region, Canada
Job Description
Support financial advisors with key transfer operations at HUB International in a hybrid role. Utilize your skills in managing documentation and maintaining client policy accuracy to optimize processes.
As a Transfer Specialist, you will handle advisor block transfers and ensure timely updates of servicing and commissionable changes. Interacting effectively with brokers and insurance carriers, you will facilitate smooth workflows and maintain accurate records in WealthServ. Your contribution will be vital in supporting ongoing projects alongside the Contracting and Transfer team.
Key Responsibilities:
• Process advisor Buy/Sell agreements for transfers
• Maintain strong relationships with insurance partners
• Ensure accurate broker information in WealthServ
• Follow up on transfer requests with carriers
• Prepare and submit transfer documentation to brokers
Requirements:
• 1-2 years of relevant experience preferred
• Strong attention to detail and data acc...
As a Transfer Specialist, you will handle advisor block transfers and ensure timely updates of servicing and commissionable changes. Interacting effectively with brokers and insurance carriers, you will facilitate smooth workflows and maintain accurate records in WealthServ. Your contribution will be vital in supporting ongoing projects alongside the Contracting and Transfer team.
Key Responsibilities:
• Process advisor Buy/Sell agreements for transfers
• Maintain strong relationships with insurance partners
• Ensure accurate broker information in WealthServ
• Follow up on transfer requests with carriers
• Prepare and submit transfer documentation to brokers
Requirements:
• 1-2 years of relevant experience preferred
• Strong attention to detail and data acc...