Elevate your career with HUB International as a Transfer Specialist in a hybrid setting. You will handle advisor block transfers and ensure accurate client policy updates efficiently.In this role, you will collaborate with brokers and insurance companies, maintaining essential records in WealthServ and resolving discrepancies as they arise. Your contribution is vital for smooth transfer workflows, enhancing operational efficiency within the Contracting and Transfer team.Key Responsibilities:Process block transfer and Reassignment agreementsMaintain broker data and transfer records diligentlyBuild solid relationships with insurance providersFollow up on transfer requests to ensure timelinessSupport investigation efforts and resolve discrepanciesRequirements:Attention to detail and data accuracy commitmentProven relationship-building skills with partnersExperience in financial services, MGA, or contractingFamiliarity with WealthServ or similar software is preferredStrong communication skills, both verbally and in writingJoin a supportive environment at HUB International, where career growth and work-life balance are prioritized.

📌 Join Hub As A Transfer Specialist (Vaughan)
🏢 HUB International Québec
📍 Vaughan