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 agreements
Maintain broker information in WealthServ accurately
Liaise with carriers for seamless transfer processing
Conduct follow-ups on outstanding transfer requests
Assist in transfer investigations as needed

Requirements:
Solid attention to detail and communication skills
Ability to manage various priorities effectively
Experience in financial services or MGA roles is beneficial
Proficient in MS Word and Excel tools
Knowledge of APEXA and WealthServ is a plus

Support financial advisors by efficiently managing their transfer processes and ensuring accurate, timely execution.

📌 Client Transfer Specialist In Insurance Winnipeg (Canada)
🏢 Hub International Quebec
📍 Canada