Handle client transfer processes as a Client Transfer Specialist in Insurance. Drive the timely processing of financial advisor agreements and maintain accuracy of critical data.This position focuses on block transfers and reassignments. You will work closely with insurance companies to manage requests efficiently, maintaining broker information in WealthServ, and following up with carriers on outstanding transfers. Your role may also involve project work and resolving transfer discrepancies.Key Responsibilities:Process advisor block transfers and agreementsMaintain broker information in WealthServ accuratelyLiaise with carriers for seamless transfer processingConduct follow-ups on outstanding transfer requestsAssist in transfer investigations as neededRequirements:Solid attention to detail and communication skillsAbility to manage various priorities effectivelyExperience in financial services or MGA roles is beneficialProficient in MS Word and Excel toolsKnowledge of APEXA and WealthServ is a plusSupport financial advisors by efficiently managing their transfer processes and ensuring accurate, timely execution.

📌 Client Transfer Specialist In Insurance (Winnipeg)
🏢 HUB International Québec
📍 Winnipeg