Transfer Specialist
Core
Manage advisor block transfers and ensure client policies reflect accurate and timely updates of servicing and commissionable broker changes.
Role type
Operations specialist (block transfers)
Builds
Transfer workflows for independent financial advisors
Domain
Insurance / Financial Services
Required skills
Data accuracy, multi-priority management, relationship building, MS Word/Excel, transfer documentation
Preferred skills
Financial services/insurance/MGA operations experience, contracting/block transfers experience, APEXA/WealthServ experience
Responsibilities
Process advisor Buy/Sell agreements on block transfers, establish relationships with insurance companies, maintain transfer records in WealthServ, follow up with carriers on timelines, prepare and submit transfer forms, support transfer investigations, participate in project work
Seniority
Individual Contributor