Transfer Specialist

Transfer Specialist - Hybrid

Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading!

HUB Financial Inc. has an exciting opening for you in our Richmond Hill office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.

The Transfer Specialist role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service, can multitask, and is looking for a challenging role in a fun environment. This role offers a wide variety of responsibilities and the opportunity to build strong relationships with our clients (Insurance Advisors) and carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.

What’s it like working here: 

• A positive, inclusive, and fun environment where we value diversity 

• We are a results-driven organization with three equal focuses: results, processes, and relationships 

• Your attitude and effort matter 

• You will be relied upon as a trusted member of the team

• You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay) 

What your day will look like:

• Follow through on all aspects of moving business from one advisor to another, from initialization to completion. Tasks include:

• Request valuations\Review and verify paperwork for accuracy

• Follow up to ensure actions by all parties are processed accurately and in a timely fashion

• Investigate and resolve inquiries

• Update and maintain Excel files related to the advisors and the movement of business

• Produce revenue summaries and business listings for advisors

• Create, manage, and maintain revenue (service fee) reports.

Tasks include:

• On a monthly basis, calculate and update the revenue reports for our branches 

• On a quarterly basis, produce a dashboard report for our Partners

• Provide assistance to the Compensation & Contracting Manager with investigation projects, as necessary.

You will be successful in this role if you have:

• Effective interpersonal and communication skills

• Proficiency in MS office

  • Advanced Excel required (such as Pivot Tables, Vlookups and IF statements)

• Exceptional organization skills and dedication to maintain ongoing operational records

• Detail-oriented and comfortable working in a fast-paced office environment

• Experience working in the Life Insurance industry is an asset

Working Conditions:

• Normal office environment and/or Hybrid Work-from-Home

HUB Financial Inc. is Canada’s largest MGA and is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

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