019984 Hub Financial
Concierge Service Case Manager Hybrid Role
Job Description
Elevate your career with Hub Financial as a Concierge Service Case Manager in a hybrid setting. Specialize in life insurance and wealth management support while ensuring top-tier service and communication.
In this role, you will manage intricate life and living perks cases for High Net Worth Advisors. With over 10 years of experience required, you will act as their dedicated contact and oversee the case lifecycle, emphasizing timely updates and precise record-keeping. Your proactive approach will ensure that Advisors receive the premium service they expect.
Key Responsibilities:
• Manage high-volume life insurance cases efficiently
• Maintain detailed records in the HUB system
• Provide timely updates to Advisors on case status
• Address inquiries related to inforce business with clarity
• Advocate for Advisors and resolve issues as they arise
Requirements:
• 10+ years in life insurance or MGA settings
• Strong communication skills with attention to detail...
In this role, you will manage intricate life and living perks cases for High Net Worth Advisors. With over 10 years of experience required, you will act as their dedicated contact and oversee the case lifecycle, emphasizing timely updates and precise record-keeping. Your proactive approach will ensure that Advisors receive the premium service they expect.
Key Responsibilities:
• Manage high-volume life insurance cases efficiently
• Maintain detailed records in the HUB system
• Provide timely updates to Advisors on case status
• Address inquiries related to inforce business with clarity
• Advocate for Advisors and resolve issues as they arise
Requirements:
• 10+ years in life insurance or MGA settings
• Strong communication skills with attention to detail...