Touch Concierge Case Manager Position

Position: High-Touch Concierge Case Manager Position
Become a Concierge Service Case Manager with Hub Financial, working in a hybrid setting. This role focuses on delivering exceptional service to high-net-worth Advisors and managing their insurance cases.

In your role, you will serve as the dedicated point of contact for a diverse portfolio of Advisors, ensuring smooth end-to-end case management. You'll manage complex insurance cases while maintaining high standards of communication and detail-oriented service. Your proactive approach will drive successful outcomes and contribute to overall Advisor satisfaction.

Key Responsibilities:

• Facilitate comprehensive management of life insurance cases

• Keep accurate, up-to-date records in HUB systems

• Monitor case progress and update Advisors regularly

• Address Advisor queries and issues efficiently

• Engage in projects to improve service delivery

Requirements:

• Ten plus years in life insurance or MGA

• Knowledge of Wealth Serv or similar software

• Excellent communication skills, written and verbal

• Strong attention to detail and problem-solving

• Ability to independently manage a substantial workload

Support high-net-worth Advisors efficiently as a Concierge Service Case Manager at Hub Financial.
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