Transfer Acquisition Specialist (4)

Summary

Executing insurance book-of-business transfers for assigned independent agencies, the fully remote Transfer Acquisition Specialist will manage defined transfer and conversion initiatives from planning through stabilization, ensuring accurate execution and minimal disruption.Key ResponsibilitiesManage and execute assigned agency book transfer and conversion initiativesAct as the primary point of contact for agencies during assigned conversions, providing guidance on workflows and documentationMonitor conversion progress and support retention efforts during carrier transitionsRequired QualificationsExperience working with independent agencies or agency operationsWorking knowledge of P&C insurance productsPrior book transfer and conversion experience desired3 or more years of relevant experience preferred4-year Bachelor's Degree preferred

Job Description

Executing insurance book-of-business transfers for assigned independent agencies, the fully remote Transfer Acquisition Specialist will manage defined transfer and conversion initiatives from planning through stabilization, ensuring accurate execution and minimal disruption.Key ResponsibilitiesManage and execute assigned agency book transfer and conversion initiativesAct as the primary point of contact for agencies during assigned conversions, providing guidance on workflows and documentationMonitor conversion progress and support retention efforts during carrier transitionsRequired QualificationsExperience working with independent agencies or agency operationsWorking knowledge of P&C insurance productsPrior book transfer and conversion experience desired3 or more years of relevant experience preferred4-year Bachelor's Degree preferred