Transfer Acquisition Manager – Agency to Carrier Book Roll

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Lead, mentor, and cultivate a team of Transfer Acquisition Specialists.

• Set performance expectations, objectives, and development strategies.

• Track individual and team productivity, quality, and overall business outcomes.

• Conduct performance evaluations, coaching sessions, and discussions on career development.

• Oversee initiatives related to agency book transfers and conversions.

• Ensure the consistent application of transfer methodologies, workflows, and best practices.

• Manage workload prioritization and the allocation of resources.

• Monitor transfer deadlines, key milestones, and stabilization activities.

• Address escalated issues that impact the success of agency conversions.

• Foster relationships with agencies and distribution partners.

• Assist agencies in navigating change management during transitions.

• Analyze metrics on quote conversion, policy binding, retention, and transfer completion.

• Formulate strategies to enhance conversion outcomes and reduce disruptions.

• Collaborate with Sales, Underwriting, Operations, Product, Marketing, and Technology teams.

• Create standardized procedures, reporting mechanisms, and performance assessments.

• Lead initiatives for process improvements to boost transfer outcomes and enhance customer experiences.

• Track KPIs, provide business updates and executive-level reports, and identify operational, compliance, and execution risks.

• Oversee hiring, coaching, performance management, talent development, and workforce planning.

⛳️ Requirements

• Experience with independent agencies, agency operations, or carrier distribution frameworks.

• Solid understanding of Property & Casualty insurance products and agency workflows.

• Proven experience in leadership or supervisory roles.

• Background in managing complex projects, implementations, or business transitions.

• Excellent communication, influencing, and change management abilities.

• Capacity to analyze performance metrics and drive business success.

• Experience in overcoming objections, building relationships, and influencing stakeholders.

• A minimum of 5 years’ experience in insurance, agency operations, sales operations, implementation, or business transformation.

• Bachelor's Degree is preferred.

• At least 2 years of leadership, supervisory, or team management experience is preferred.

• Candidates must have authorization to work in the United States.

• A dedicated, private workspace free from distractions when working from home.

• Reliable internet connection with minimum speeds of 50 MB download and 5 MB upload.

🏝️ Benefits

• Comprehensive technology setup that includes a laptop, monitors, headset, keyboard, and mouse.

• Monthly connectivity reimbursement to help offset internet costs for employees eligible to work from home.

• Equal employment opportunity protections.

• Work-from-home arrangement.