Elevate your career at Hub Financial as a Transfer Management Specialist in a hybrid role focused on advisor transitions. Manage important client updates and strengthen connections with brokers and carriers.

This position emphasizes the management of block transfers and accurate policy updates. You will act as a liaison for brokers, ensuring smooth workflows, maintaining records in WealthServ, and resolving discrepancies effectively. Participation in critical projects will support the broader transfer team.

Key Responsibilities: • Manage advisor Buy/Sell agreements on block transfers • Build and maintain partnerships with insurance companies • Ensure timeliness in processing transfer requests • Keep accurate records of broker and block transfers • Assist in the resolution of discrepancies and support investigations

Requirements: • Strong desire to assist others and foster positive relationships • High attention to detail and dedication to accuracy • Proven tr...