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 reassignments
- Maintain strong relationships with insurance partners
- Keep broker transfer information current in WealthServ
- Ensure timely completion of transfer requests
- Assist in discrepancy resolution through investigation

Requirements:

- Strong data accuracy and detail orientation
- Cooperative skills for internal and external communications
- Background in financial services or insurance is advantageous
- Proficiency in Microsoft Office and online platforms
- Experience with WealthServ and APEXA is beneficial

Drive your professional journey by ensuring smooth transfer processes with HUB International.

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