Concierge Case Manager Role at Hub Financial (Vaughan)

Elevate your career at Hub Financial as a Concierge Service Case Manager (Hybrid). This pivotal role involves managing high net worth Advisor portfolios while ensuring streamlined, high-touch case management. You will act as the central contact for Advisors, navigating complex life insurance cases from submission to commission. Your mandate includes maintaining impeccable record-keeping and driving case progress forward with effective communication. This is a unique opportunity to showcase your service-oriented mindset and enhance Advisor experiences through dedicated advocacy and flexibility. Key Responsibilities: • Serve as primary contact for high-net-worth Advisors • Oversee complete lifecycle of insurance cases • Monitor carrier activity and follow-up effectively • Assist with inquiries on inforce policy administration • Engage with carrier partners for optimal outcomes Requirements: • Minimum 10 years' experience in life insurance industry • Excellent analytical and problem-solving skills • Knowledge of WealthServ or similar platforms • Robust organizational skills with sound judgment • LOMA designation preferred but not mandatory Utilize your extensive industry experience and customer service commitment in this essential role with Hub Financial! #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2o8u0p