Hub Financial is seeking a Concierge Service Case Manager to support High Net Worth Advisors in a hybrid work environment. This role demands expertise in life insurance and comprehensive case management.
Be the singular point of contact for a portfolio of Advisors, managing their complex cases with excellence and precision. Your proactive attitude will drive case lifecycles, from application to commission, ensuring Advisors receive timely updates and expert support throughout. Exceptional communication and a commitment to client satisfaction are key in this high-touch service role.
Key Responsibilities:
• Manage complex life insurance and living benefits cases
• Maintain accurate case documentation in HUB system
• Deliver timely updates to Advisors throughout processes
• Provide comprehensive support on inforce business matters
• Actively advocate for optimal underwriting results
Requirements:
• 10+ years in life insurance or MGA sectors
• Strong verbal an...