Job Description
Concierge Service Case Manager (Hybrid)
HUB Financial Inc., Canada
About The Role
The Concierge Service Case Manager serves as the dedicated single point of contact for a portfolio of HUB Financial’s High Net Worth Advisors, delivering white-glove, end-to-end case management support from application submission through to commission. Operating within a specialized, high-touch service model, this role is responsible for managing the full lifecycle of both new business and inforce cases with precision, professionalism, and a proactive service mindset.
What You’ll Do
- Serve as the dedicated single point of contact for a qualified portfolio of high-net-worth Advisors, managing complex Life and Living Benefits insurance cases from application submission through to commission or case conclusion.
- Own the full case management lifecycle, including detailed review of all case particulars, maintenance of accurate and current records ...