Join Hub As A Transfer Specialist

Hub International; Richmond Hill; Hybrid; CAD 52,000 - 78,000; Full time

Job summary

HUB International in Canada is seeking a Transfer Specialist to manage advisor block transfers and update client policies. You will collaborate with brokers and insurers, ensuring WealthServ records are accurate and discrepancies are resolved to keep transfer workflows efficient.

Join a Contracting and Transfer team focused on operational excellence in a hybrid work setting. The ideal candidate will have strong attention to detail, relationship-building abilities, and experience in financial

Qualifications

• Attention to detail and data accuracy are essential.
• Proven relationship-building skills with partners.
• Experience in financial services, MGA, or contracting is preferred.
• Familiarity with WealthServ or similar software is preferred.
• Strong communication skills, both verbally and in writing.

Responsibilities

• Process block transfer and reassignment agreements.
• Maintain broker data and transfer records diligently.
• Build strong relationships with insurance providers.
• Follow up on transfer requests to ensure timeliness.
• Support investigation efforts and resolve discrepancies.

Skills

Attention to detail

Relationship building

Communication skills

Tools

WealthServ

Job description

Elevate your career with HUB International as a Transfer Specialist in a hybrid setting. You will handle advisor block transfers and ensure accurate client policy updates efficiently.In this role, you will collaborate with brokers and insurance companies, maintaining essential records in WealthServ and resolving discrepancies as they arise. Your contribution is vital for smooth transfer workflows, enhancing operational efficiency within the Contracting and Transfer team.

Key Responsibilities

• Process block transfer and Reassignment agreements
• Maintain broker data and transfer records diligently
• Build strong relationships with insurance providers
• Follow up on transfer requests to ensure timeliness
• Support investigation efforts and resolve discrepancies

Requirements

• Attention to detail and data accuracy commitment
• Proven relationship-building skills with partners
• Experience in financial services, MGA, or contracting
• Familiarity with WealthServ or similar software is preferred
• Strong communication skills, both verbally and in writing

Join a supportive environment at HUB International, where career growth and work-life balance are prioritized.