019984 Hub Financial
Hybrid Case Manager for Wealth Support
Job Description
Join Hub Financial as a Hybrid Concierge Service Case Manager specializing in life insurance for High Net Worth Advisors. Deliver exceptional case management from application to commission.
This hybrid role emphasizes managing intricate life insurance cases while serving a dedicated portfolio of Advisors. You’ll ensure accurate records and maintain timely updates throughout the lifecycle of each case. Your focus will be on providing premium service and addressing Advisor needs with precision and care.
Key Responsibilities:
• Manage high-volume life insurance cases accurately
• Keep comprehensive records in the HUB system
• Proactively communicate case progress to Advisors
• Provide detailed support for inquiries on inforce business
• Advocate for Advisors by escalating issues when necessary
Requirements:
• Over 10 years in life insurance or MGA settings
• Strong attention to detail and communication skills
• Experience with insurance administration plat...
This hybrid role emphasizes managing intricate life insurance cases while serving a dedicated portfolio of Advisors. You’ll ensure accurate records and maintain timely updates throughout the lifecycle of each case. Your focus will be on providing premium service and addressing Advisor needs with precision and care.
Key Responsibilities:
• Manage high-volume life insurance cases accurately
• Keep comprehensive records in the HUB system
• Proactively communicate case progress to Advisors
• Provide detailed support for inquiries on inforce business
• Advocate for Advisors by escalating issues when necessary
Requirements:
• Over 10 years in life insurance or MGA settings
• Strong attention to detail and communication skills
• Experience with insurance administration plat...