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Transfer Specialist at Hub International - ApplyBlast

Transfer Specialist

Hub International

7 days ago

3.7 on Glassdoor

North York, Ontario, Canada

Hybrid

Full Time

Medior

0 applicants

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About this role

The Transfer Specialist manages advisor block transfers and ensures client policies reflect accurate servicing and commissionable broker changes. This role serves as a key liaison between brokers and insurance carriers, maintaining strong relationships to facilitate smooth transfer workflows. The position involves preparing transfer documentation, maintaining records in WealthServ, and resolving discrepancies to support the Licensed Inforce and Reassignments team.

Responsibilities

Process advisor Buy/Sell agreements on block transfers and Reassignments
Maintain accurate broker and block transfer information in WealthServ
Prepare and submit transfer forms to brokers and insurance companies

Skills

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

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HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.