Enhance your career as a Transfer Specialist at HUB International, focusing on hybrid workflows for advisor block transfers. Your role will ensure that servicing changes are accurately updated and well communicated.In this capacity, you will manage transfer documentation and liaise with brokers and insurance carriers. This position requires a collaborative approach, attention to detail, and the ability to manage multiple priorities efficiently. You will also assist in ongoing team projects to support the Contracting and Transfer team.Key Responsibilities:Effectively process Buy/Sell agreements and reassignmentsMaintain strong relationships with insurance partnersKeep broker transfer information current in WealthServEnsure timely completion of transfer requestsAssist in discrepancy resolution through investigationRequirements:Strong data accuracy and detail orientationCollaborative skills for internal and external communicationsBackground in financial services or insurance is advantageousProficiency in Microsoft Office and online platformsExperience with WealthServ and APEXA is beneficialDrive your qualified journey by ensuring smooth transfer processes with HUB International.

📌 Transfer Specialist Role At Hub International (Montreal)
🏢 HUB International Québec
📍 Montreal