Manage advisor block transfers at Hub Financial using WealthServ, accurate documentation, and solid 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: Strong 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.

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