Transfer Acquisition Manager – Agency to Carrier Book Roll

Job not on LinkedIn

🔥 0 minutes ago

🌽 Illinois – Remote

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💵 $90.7k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Growth Marketing

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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Logo of Allstate

Allstate

10,000+ employees

Founded 1931

💼 Consulting

📦 Logistics

🛡️ Insurance

💰 Post-IPO Equity on 2014-01

Consulting • Logistics • Insurance

Allstate is an industry leader in providing insurance solutions, focusing on home, auto, device, and identity protection. With a commitment to customer well-being, Allstate aims to instill peace of mind and financial security for its customers. The company also emphasizes community impact and sustainability through various initiatives, showcasing their dedication to social responsibility and positive change.

📋 Description

• Lead, coach, and develop a team of Transfer Acquisition Specialists • Establish performance expectations, goals, and development plans • Monitor individual and team productivity, quality, and business results • Conduct performance reviews, coaching sessions, and career development discussions • Oversee agency book transfer and conversion initiatives • Ensure consistent implementation of transfer methodologies, workflows, and best practices • Manage workload prioritization and resource allocation • Monitor transfer timelines, milestones, and stabilization efforts • Resolve escalated issues affecting agency conversion success • Build relationships with agencies and distribution partners • Guide agencies through change management during transitions • Analyze quote conversion, policy binding, retention, and transfer completion metrics • Develop strategies to improve conversion outcomes and minimize disruption • Partner with Sales, Underwriting, Operations, Product, Marketing, and Technology teams • Establish standardized processes, reporting, and performance measurement • Lead process improvement initiatives to enhance transfer outcomes and customer experience • Monitor KPIs, deliver business updates and executive-level reporting, and identify operational, compliance, and execution risks • Supervise hiring, coaching, performance management, talent development, and workforce planning

🎯 Requirements

• Experience working with independent agencies, agency operations, or carrier distribution models • Strong knowledge of Property & Casualty insurance products and agency workflows • Demonstrated leadership or supervisory experience • Experience managing complex projects, implementations, or business transitions • Strong communication, influencing, and change management skills • Ability to analyze performance metrics and drive business results • Experience overcoming objections, building relationships, and influencing stakeholders • 5+ years of experience in insurance, agency operations, sales operations, implementation, or business transformation • Bachelor's Degree preferred • 2+ years of leadership, supervisory, or team management experience preferred • Candidates must possess authorization to work in the United States • Dedicated, private workspace free from distractions when working from home • Reliable internet with minimum speeds of 50 MB download and 5 MB upload

🏖️ Benefits

• Comprehensive technology setup including 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

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