Concierge Service Case Manager Dartmouth

Position: Concierge Service Case Manager Role Dartmouth
Location: Hants County (Shubenacadie)

Shape the Advisor experience at HUB Financial Inc. as a Concierge Service Case Manager. This hybrid position is designed for individuals with a passion for high-level service and case management in the life insurance sector. You will be the dedicated liaison for a selected group of Advisors, managing intricate life insurance cases meticulously.

Key Responsibilities   Manage complex life insurance cases from start to finish
Keep detailed and current records in the HUB system
Proactively push cases forward by following up with carriers
Handle inforce requests with the same dedication as recent cases
Act as a solid advocate for Advisors in underwriting decisions
Requirements   Ten or more years in the life insurance or MGA sector

Experience with Wealth Serv is highly valued
Ability to communicate complex information clearly
High degree of accuracy and analytical skills
LOMA designation or equivalent coursework is preferred
Enhance the Advisor experience through expert case management and exceptional support at HUB Financial.

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