[Hiring] Transfer Acquisition Specialist @Allstate

Role Description

The Transfer Acquisition Specialist is responsible for executing insurance book-of-business transfers for assigned independent agencies. This role manages defined transfer & conversion initiatives from planning through stabilization, ensuring accurate execution, policy conversion, and minimal disruption. The role operates within established guidelines and does not own underwriting, pricing, or long-term portfolio profitability.

Key Responsibilities

• Book Transfer & Conversion Execution
  • Manage and execute assigned agency book transfer and conversion initiatives
  • Execute conversion timelines and sequencing for assigned books
  • Support and execute conversion of transferred quotes into bound policies
• Agent Partnership & Change Management
  • Act as a primary point of contact for agencies during assigned conversions
  • Provide guidance on conversion steps, workflows, and documentation
  • Escalate issues or risks as needed
• Retention & Portfolio Optimization
  • Monitor conversion progress and quote-to-policy outcomes
  • Support retention efforts during carrier transitions
  • Identify conversion challenges and recommend corrective actions
• Cross-Functional Coordination
  • Partner with Sales, Underwriting, Operations, and Technology teams
  • Support data migration, policy issuance, and renewal timing activities
• Data, Reporting & Risk Oversight
  • Track conversion metrics for assigned initiatives
  • Maintain accurate reporting and provide status updates
  • Flag risks or performance issues

Qualifications

• Experience working with independent agencies or agency operations
• Working knowledge of P&C insurance products
• Ability to sell and overcome objections
• Strong organizational and communication skills
• Prior book transfer and conversion experience desired

Requirements

• 4 year Bachelor's Degree (Preferred)
• 3 or more years of experience (Preferred)
• This job does not have supervisory duties.
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Skills

• Agency Collaboration
• Detail-Oriented
• Insurance Product Knowledge
• Strategic Collaboration
• Time Management

Compensation

Compensation: $60,000 - $80,000 depending on experience and qualifications.

Benefits

• Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories
• Comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse
• Monthly connectivity reimbursement for employees eligible to work from home
• Dedicated, private workspace required when working from home
• Reliable internet required, with minimum speeds of 50 MB download and 5 MB upload