Elevate your career with HUB International as a Concierge Service Case Manager (Hybrid), dedicated to enhancing the experience for High Net Worth Advisors. Offer comprehensive case management support throughout the process.
Your focus will be on delivering white-glove service, managing intricate Life and Living Benefits insurance cases with meticulous attention to detail. From handling applications to ensuring favorable outcomes, your advocacy for Advisors will significantly impact their success. A commitment to proactivity and service excellence is crucial for this role.
Key Responsibilities:
• Oversee the entire lifecycle of insurance cases
• Conduct thorough reviews and maintain case accuracy
• Proactively update Advisors on case progress
• Support ongoing inquiries and policy administration requests
• Initiate and lead service improvement projects
Requirements:
• Ten years of experience in the insurance sector
• Familiarity with insurance administratio...