Join HUB Financial as a Transfer Specialist in a hybrid work workplace, responsible for overseeing advisor block transfers and ensuring accurate updates in client policies.In this role with HUB Financial—a segment of HUB International—you will be vital in managing block transfers and liaising between brokers and insurance carriers. Your focus will be on maintaining accurate servicing records and contributing to team projects that enhance operational workflows. This position is designed for candidates who thrive in a detail-oriented and collaborative environment.Key Responsibilities:Handle Buy/Sell agreements and block reassignmentsFoster relationships with insurers to expedite requestsUpdate and maintain records in WealthServ accuratelyConduct follow-ups with carriers for transfer completionsSupport investigative efforts to resolve discrepanciesRequirements:1-2 years in insurance or MGA operationsStrong detail orientation with data focusProven ability to juggle multiple tasksCollaborative and communicative mindsetExperience with APEXA and WealthServ beneficialMake a significant impact on advisor success and client service at HUB Financial.

📌 Hybrid Transfer Specialist Role At Hub (Ottawa)
🏢 HUB International
📍 Ottawa