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Job Description & How to Apply Below
This full-time, temporary role focuses on managing advisor business transfers between Managing General Agents (MGAs). You’ll collaborate with various departments and external partners to fulfill all transfer requirements. Precision and problem-solving skills are essential for navigating challenges and verifying transfer accuracy.
Key Responsibilities:
• Facilitate block transfers between MGAs and advisors
• Submit transfer documents for valuations
• Collaborate with Finance for transfer evaluations
• Verify client listings from carrier websites
• Document transfer progress in Salesforce
Requirements:
• Minimum 1 year in insurance or financial services
• Specialized knowledge of MGA contracting processes
• Proficiency in Microsoft Office applications
• Detail-oriented with strong organizational skills
• Bilingualism required for Quebec locations
Utilize your analytical abilities and customer service mindset as you drive advisor block transfers with efficiency.
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