HUB Financial Concierge Case Manager

Drive exceptional service as a Concierge Service Case Manager at HUB Financial Inc. This hybrid role offers an opportunity to work closely with high-net-worth Advisors, managing their complex insurance cases seamlessly.
Your responsibilities include serving as the single point of contact for Advisors, ensuring clarity and precision throughout the case management lifecycle. This role requires advanced communication skills and a proactive mindset to uphold high service standards and deliver timely updates.
Key Responsibilities:
• Serve high-net-worth Advisors with dedicated case management
• Maintain accurate case records and ensure timely updates
• Monitor and accelerate case progress by liaising with carriers
• Support ongoing inquiries related to inforce policies
• Engage proactively to resolve issues and enhance service
Requirements:
• At least ten years in the life insurance industry
• Familiarity with insurance administration platforms
• Exceptional...