Transfer Specialist

HUB International; Vancouver; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Paid time off

Bonuses & commissions (some roles)

Job summary

HUB International in Vancouver is seeking a detail-focused advisor transfers specialist to manage advisor block transfers and ensure accurate servicing and commission updates across carrier communications. You will coordinate with brokers and insurance carriers, maintaining WealthServ records and resolving discrepancies.

Join HUB Financial, a division of HUB International, and contribute to ongoing projects within the Licensed Inforce and Reassignments team while building strong partnerships

Qualifications

• A positive attitude, curiosity and consistent performance.
• Strong attention to detail with data accuracy.
• Ability to manage multiple priorities and follow through on commitments.
• Collaborative mindset and relationship-building with internal and external partners.
• Effective interpersonal and written communication skills (verbal and written).
• MS Word and Excel proficiency; familiarity with 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.

Responsibilities

• Process 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 relationships with insurance companies to facilitate timely transfer processing.
• Maintain accurate broker and block transfer information in WealthServ.
• Follow up with carriers to ensure transfer requests are completed within 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.

Skills

Attention to detail

Data accuracy

Prioritization

Collaboration

Communication skills

MS Word

Excel

Financial services experience

MGA operations

APEXA WealthServ

Tools

WealthServ

Job description

A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
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 Licensed Inforce and Reassignments team.
Still interested? See more details below.

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

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.

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.

What We Offer You

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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