Join HUB International as a Concierge Service Case Manager, delivering exceptional support to high-net-worth advisors. Manage the entire lifecycle of complex insurance cases with precision and professionalism.
This unique role requires a dedicated manager for a portfolio of high-net-worth advisors, ensuring comprehensive case management from application submission to conclusion. You will maintain client satisfaction through proactive communication and effective case handling while addressing both new and in-force business needs. Expertise in the life insurance field is essential to thrive in this position.
Key Responsibilities:
• Serve as a point of contact for insurance cases
• Drive cases forward through proactive follow-ups
• Ensure accurate records are maintained in the HUB system
• Manage policy admin requests for in-force business
• Advocate for the needs of assigned advisors
Requirements:
• 10+ years in life insurance or MGA experience
• Knowledge o...