Description
Concierge Service Case Manager (Hybrid)
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. The role manages 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 in the HUB system, and delivery of timely, appropriately calibrated updates to each Advisor's office based on th...
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