Hybrid Transfer Specialist at HUB International

Join HUB International as a Transfer Specialist in a hybrid model, focusing on managing advisor block transfers and maintaining strong broker relationships. Ensure timely updates for client policies and enhance service quality.
In this crucial role, you will manage advisor block transfers while acting as a liaison between brokers and insurance carriers. Your keen attention to detail will help in preparing transfer documentation and maintaining accurate records in WealthServ. Engage with various teams to enhance overall efficiency in transfer workflows while supporting the broader goals of the Contracting and Transfer team.
Key Responsibilities:
• Process advisor Buy/Sell agreements for block transfers
• Maintain relationships with insurance companies for timely processing
• Keep broker and block transfer records updated in WealthServ
• Follow up with carriers to ensure request completions
• Prepare and submit transfer forms to relevant parties
Requirements:
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