Step into the role of Concierge Service Case Manager at HUB International, providing dedicated support for high-net-worth financial advisors. Lead the seamless management of life insurance cases from submission to commission.
As a Concierge Case Manager, you will work closely with advisors to manage intricate life and living benefits insurance cases. Your role involves a commitment to precise record-keeping and strategic communication, ensuring each advisor remains informed throughout case developments. A proactive approach will be key to achieving favorable outcomes.
Key Responsibilities:
• Act as the primary contact for high-net-worth advisors
• Maintain accurate HUB system records for cases
• Follow up on carrier requirements to expedite cases
• Provide support on in-force business administration
• Collaborate with carriers for underwriting decisions
Requirements:
• 10+ years in life insurance or MGA roles
• Familiarity with insurance administration pla...