Job Title

Advance your career with HUB International as a Hybrid Transfer Specialist. This role emphasizes managing block transfers and ensuring accurate updates for client policies across multiple locations. As a key player in the Contracting and Transfer team, you will manage advisor transfers and maintain strong relationships with brokers and insurance carriers. Your responsibilities include preparing transfer documentation, maintaining accurate records in WealthServ, and investigating discrepancies to ensure seamless workflows. Key Responsibilities: Process advisor Buy/Sell agreements for transfers Maintain up-to-date broker and block information Establish relationships with insurance companies Follow up on transfer requests ensuring timely completion Support transfer investigations and resolve discrepancies Requirements: Strong attention to detail and data accuracy Collaborative mindset for external partnerships Experience in financial services or MGA operations Familiarity with WealthServ or APEXA is an asset Effective communication skills, both verbal and written Leverage your expertise in transfers and client relations while enjoying flexibility and career advancement at HUB International. #J-18808-Ljbffr