Manage advisor block transfers at Hub Financial using WealthServ, accurate documentation, and strong carrier relationships. Support timely servicing and commission changes.
As a Transfer Specialist, you will manage advisor block transfers and Reassignments for Hub Financial, a division of HUB International. You will help ensure client policies reflect accurate servicing and commissionable broker changes. The work combines transfer documentation, broker records, carrier follow-up, investigations, and project participation. Experience in financial services, insurance, or MGA operations is an asset.
Key Responsibilities: Process advisor Buy/Sell agreements for block transfers and Reassignments
Prepare and submit transfer forms to brokers and insurance companies
Maintain accurate broker and transfer records in WealthServ




Follow up with carriers on required processing timelines
Investigate transfers and resolve discrepancies as they arise
Requirements: Robust attention to detail and commitment to data accuracy
Ability to manage multiple priorities and follow through
Effective verbal and written communication skills
Intermediate MS Word, Excel, and online meeting platform knowledge
APEXA, WealthServ, contracting, or block transfer experience is an asset
Apply transfer coordination, carrier communication, and WealthServ skills while supporting accurate advisor and client policy updates.

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📌 Insurance Block Transfer Specialist (Manitoba)
🏢 HUB International
📍 Manitoba