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 ReassignmentsPrepare and submit transfer forms to brokers and insurance companiesMaintain accurate broker and transfer records in WealthServFollow up with carriers on required processing timelinesInvestigate transfers and resolve discrepancies as they ariseRequirements:Strong attention to detail and commitment to data accuracyAbility to manage multiple priorities and follow throughEffective verbal and written communication skillsIntermediate MS Word, Excel, and online meeting platform knowledgeAPEXA, WealthServ, contracting, or block transfer experience is an assetApply transfer coordination, carrier communication, and WealthServ skills while supporting accurate advisor and client policy updates.

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