Transfer Specialist

Hub Financial

Woodbridge, ON, Canada
Base: $45,000 to $50,000; bonus/equity: incentives...
Hybrid
Process advisor buy/sell agreements on block transfers
Maintain accurate broker and block transfer information
Follow up consistently with carriers for timely processing
Hub Financial is seeking a Transfer Specialist to manage advisor block transfers and maintain relationships between brokers and insurance carriers. This hybrid role requires attention to detail, strong communication skills, and experience in financial services, insurance, or MGA operations

Job Summary

  • The role serves as a key liaison between brokers and insurance carriers to facilitate smooth transfer workflows and ensure client policies reflect accurate updates.
  • Candidates will be responsible for preparing transfer documentation, investigating discrepancies, and participating in projects that support the broader Contracting and Transfer team.
  • The company offers competitive compensation with incentives, flexible work arrangements, and comprehensive benefits including RRSP matching and professional development opportunities.

Matching Summary

Match Score: 85

Hub Financial is seeking a Transfer Specialist to manage advisor block transfers and maintain relationships between brokers and insurance carriers. This hybrid role requires attention to detail, strong communication skills, and experience in financial services, insurance, or MGA operations.

Salary

Base: $45,000 to $50,000; Bonus/Equity: Incentives and bonuses available; Benefits: Extended health, disability, RRSP matching, paid time off

Skills & Requirements

Must-have

  • Process advisor Buy/Sell agreements on block transfers
  • Maintain accurate broker and block transfer information
  • Follow up consistently with carriers for timely processing

Nice-to-have

  • Positive attitude and desire to help others
  • Strong attention to detail with data accuracy commitment
  • Experience using APEXA and WealthServ platforms

Key Requirements

  • Intermediate knowledge of MS Word and Excel
  • Effective interpersonal and communication skills
  • Experience in financial services or MGA operations is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter