Transfer Specialist

HUB International; Canada; Hybrid; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Incentives & bonuses

Flexible work arrangements

RRSP matching

Training & licenses

Insurance discounts

Job summary

HUB Financial, a division of HUB International, is seeking a Transfer Specialist (Hybrid) to manage advisor block transfers, ensuring servicing and commission changes are accurate and timely. You will liaise with brokers and carriers to facilitate smooth transfer workflows and maintain WealthServ records for trails and audits.

You will also prepare and submit transfer forms, support investigations, and contribute to ongoing projects within the Contracting and Transfer team to improve efficiency

Qualifications

• Experience in financial services, MGA operations is an asset.
• Experience with contracting and block transfers is an asset.
• Strong attention to detail and data accuracy.

Responsibilities

• Process advisor Buy/Sell agreements on block transfers and reassignments.
• Maintain transfer data in WealthServ with accuracy.
• Coordinate with carriers to process transfer requests timely.
• Submit transfer forms to brokers and insurers.
• Support investigations and resolve discrepancies.
• Participate in project work.

Skills

Block transfers

Data accuracy

Interpersonal skills

Multitasking

Tools

WealthServ

APEXA

Excel

Job description

Transfer Specialist (Hybrid)

Woodbridge, ON, Vancouver, BC, Calgary, AB Winnipeg, MB, Montreal, QC

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

About The Role

In this role, you will be responsible for managing advisor block transfers and ensuring client policies reflect accurate and timely updates of servicing and commissionable broker changes. You will serve as a key liaison between brokers and insurance carriers, maintaining strong relationships to facilitate smooth transfer workflows. This includes preparing and submitting transfer documentation, maintaining broker and block transfer records in WealthServ, and resolving discrepancies through thorough investigation. You will also contribute to ongoing projects that support the broader Contracting and Transfer team.

What You’ll Do

• Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes
• Establish and maintain strong working relationships with insurance companies and work in partnership with them to facilitate timely processing of transfer requests
• Maintain accurate and up-to-date broker and block transfer information in WealthServ
• Follow up consistently with carriers to ensure transfer requests are completed within the required timelines
• Obtain client listings from insurance companies as required to complete investigations or block transfers.
• Prepare and submit transfer forms to brokers and insurance companies
• Support transfer investigations and resolve discrepancies as they arise
• Participate in project work

What You’ll Need for Success

• A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
• Strong attention to detail with a commitment to data accuracy
• Proven ability to manage multiple priorities and follow through on commitments
• A collaborative mindset and comfort building relationships with internal and external partners
• Effective interpersonal and communication skills (verbal and written)
• Intermediate knowledge of MS Word and Excel & most online meeting platforms
• Experience in financial services, insurance, or MGA operations is an asset
• Experience in contracting and block transfers is an asset
• Experience using APEXA and WealthServ is an asset

What’s in it for you?

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Compensation

The expected salary range for this position is $45,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities.

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

AI Disclosure AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

#LI-hybrid #LI-TD

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Hola, ¡SOMOS HUB! En un mundo que cambia constantemente, apoyamos y guiamos a negocios e individuos a prepararse para lo inesperado. Cuando te unes a nosotros estás rodeado de una red de expertos que te ayudarán a alcanzar tus metas, desde servicios de manejo de riesgo, manejo de reclamaciones y apoyo en cumplimiento. Esto te dará la tranquilidad mental de que las cosas que te importan más, estarán bien protegidas, a través de nuestra impecable asesoría y soluciones de seguros personalizadas que te proveerán mayor control y seguridad.

SOBRE HUB INTERNATIONAL Nuestras Oficinas Corporativas tiene como sede la ciudad de Chicago en Illinois, Hub International Limited (Hub) es un corredor líder global que provee servicios y productos en Propiedad y Contingencia, Vida y Salud, Beneficios a Empleados, Manejo de Riesgo e Inversión. Tiene Oficinas localizadas a través de todo América del Norte. La extensa y amplia red de especialistas de HUB proveen tranquilidad mental en lo que más importa, protegiendo a los clientes por medio de la asesoría y soluciones de seguros atemperadas a los necesidades. Para más información puedes visitar hubinternational.com