Concierge Service Manager In Insurance Edmonton

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 advantages insurance cases.

Your role involves a commitment to accurate 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 o...