Transfers Specialist in Montreal

Become a key part of business transitions as a Transfers Specialist, working with carriers and advisors. Ensure smooth block transfers and uphold data integrity daily in Montreal or Kitchener.

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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