Concierge Service Case Manager (Calgary)

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.

Key Responsibilities

• 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.
• Proactively drive cases forward by monitoring carrier activity, following up on outstanding requirements, and keeping Advisors informed at every stage.
• Provide ongoing support and service on each Advisor’s in‑force block of business, managing policy administration requests and inquiries with the same standard of care.
• Act as a strong Advisor advocate, escalating cases strategically and engaging carrier partn...