High Net Worth Concierge Case Manager

Elevate your career as a Concierge Service Case Manager at HUB International, serving high-net-worth advisors. Provide unparalleled case management support from application to commission with a high-touch approach.

In this pivotal role, you will be the dedicated point of contact for multiple high-net-worth advisors, expertly managing complex life insurance cases. Utilize your skills in communication, organization, and problem-solving to ensure all case details are monitored and records updated accurately. This position demands meticulous attention to detail and the ability to drive cases forward until favorable results are achieved.

Key Responsibilities:

• Manage complex life insurance cases from start to finish

• Maintain accurate records in the HUB system

• Monitor carrier activity and follow up on outstanding requirements

• Assist with in-force policy administration requests

• Advocate for advisors by engaging carrier partners

Requirements:

• 10+ years in life insurance or MGA environments

• Familiarity with Wealth Serv or similar platforms

• Strong analytical and problem-solving skills

• Exceptional communication abilities

• High school diploma or GED required

Take the next step in your career and enhance the advisor experience with your expertise at HUB International.
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