019984 Hub Financial
Concierge Service Case Manager Hybrid
Job Description
Elevate your career with Hub Financial as a Concierge Service Case Manager in a hybrid capacity. Focus on life insurance and wealth management support for High Net Worth Advisors.
As a Concierge Service Case Manager, you will specialize in premium service delivery and intricate case management. This position oversees a portfolio of Advisors, ensuring timely communication and accurate record-keeping. You will play a crucial role in fostering strong relationships and managing high-volume life insurance cases effectively.
Key Responsibilities:
• Manage high-volume life insurance cases with precision
• Maintain accurate records using the HUB system
• Proactively update Advisors on case progress
• Address inquiries regarding inforce business thoroughly
• Advocate for Advisors and escalate issues as needed
Requirements:
• 10+ years in life insurance or MGA environments
• Strong communication skills with attention to detail
• Familiarity with insurance adminis...
As a Concierge Service Case Manager, you will specialize in premium service delivery and intricate case management. This position oversees a portfolio of Advisors, ensuring timely communication and accurate record-keeping. You will play a crucial role in fostering strong relationships and managing high-volume life insurance cases effectively.
Key Responsibilities:
• Manage high-volume life insurance cases with precision
• Maintain accurate records using the HUB system
• Proactively update Advisors on case progress
• Address inquiries regarding inforce business thoroughly
• Advocate for Advisors and escalate issues as needed
Requirements:
• 10+ years in life insurance or MGA environments
• Strong communication skills with attention to detail
• Familiarity with insurance adminis...