Handle client transfer processes as a Client Transfer Specialist in Insurance. Drive the timely processing of financial advisor agreements and maintain accuracy of critical data.
This position focuses on block transfers and reassignments. You will work closely with insurance companies to manage requests efficiently, maintaining broker information in WealthServ, and following up with carriers on outstanding transfers. Your role may also involve project work and resolving transfer discrepancies.
Key Responsibilities:
• Process advisor block transfers and agreements
• Maintain broker information in WealthServ accurately
• Liaise with carriers for seamless transfer processing
• Conduct follow-ups on outstanding transfer requests
• Assist in transfer investigations as needed
Requirements:
• Strong attention to detail and communication skills
• Ability to manage various priorities effectively
• Experience in financial services or MGA roles is beneficial
• ...