Transfer Specialist

Transfer Specialist (Hybrid)

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

About The Role

In this role, you will be responsible for managing advisor block transfers and ensuring client policies reflect accurate and timely updates of servicing and commissionable broker changes. You will serve as a key liaison between brokers and insurance carriers, maintaining strong relationships to facilitate smooth transfer workflows. This includes preparing and submitting transfer documentation, maintaining broker and block transfer records in WealthServ, and resolving discrepancies through thorough investigation. You will also contribute to ongoing projects that support the broader Contracting and Transfer team.

What You’ll Do

• Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes.
• Establish and maintain strong working relationships with insurance companies and work in partnership with them to facilitate timely processing of transfer requests.
• Maintain accurate and up-to-date broker and block transfer information in WealthServ.
• Follow up consistently with carriers to ensure transfer requests are completed within the required timelines.
• Obtain client listings from insurance companies as required to complete investigations or block transfers.
• Prepare and submit transfer forms to brokers and insurance companies.
• Support transfer investigations and resolve discrepancies as they arise.
• Participate in project work.

What You’ll Need for Success

• A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance.
• Strong attention to detail with a commitment to data accuracy.
• Proven ability to manage multiple priorities and follow through on commitments.
• A collaborative mindset and comfort building relationships with internal and external partners.
• Effective interpersonal and communication skills (verbal and written).
• Intermediate knowledge of MS Word and Excel & most online meeting platforms.
• Experience in financial services, insurance, or MGA operations is an asset.
• Experience in contracting and block transfers is an asset.
• Experience using APEXA and WealthServ is an asset.

What’s in it for you?

Our well-being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

Compensation

The expected salary range for this position is $45,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Benefits

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.