Hybrid Concierge Service Manager Role

Hub Financial is seeking a Concierge Service Case Manager in a hybrid role to provide unparalleled case management for high-net-worth Advisors. Focus on delivering exceptional service throughout the case lifecycle.
In this dedicated position, you'll be responsible for managing both new and ongoing insurance cases, requiring thorough attention to detail and mastery of case particulars. Your proactive driving of each case and strong communication will be key to achieving favorable outcomes for Advisors. Join a team that values professionalism and responsive service.
Key Responsibilities:
• Oversee lifecycle of Life and Living Benefits insurance cases
• Document and maintain accurate case records
• Facilitate updates and clear communication with Advisors
• Manage policy administration requests with care
• Contribute to continuous improvement projects
Requirements:
• 10 years’ experience in life insurance or MGA settings
• Expertise in WealthServ or similar pl...