Hybrid Case Manager For Advisors Vaughan

Hub Financial - Concierge Service Case Manager

Join Hub Financial as a Concierge Service Case Manager in a hybrid role, specializing in life insurance and wealth management support for High Net Worth Advisors. Deliver exceptional case management with a proactive approach from application to commission.

This role focuses on managing intricate life and living perks cases while serving as the dedicated contact for a portfolio of Advisors. You will oversee the lifecycle of business, ensuring accurate records and timely updates throughout each case. The emphasis is on premium service, with direct communication and collaboration to fulfill Advisor needs effectively.

Responsibilities

• Manage high-volume life insurance cases with precision
• Maintain accurate records in HUB system
• Proactively update Advisors on case progress
• Address inquiries on inforce business with detailed support
• Advocate for Advisors and Escalate ...