Transfer Acquisition Specialist – Agency to Carrier Book Roll

Job not on LinkedIn

🔥 17 hours ago

🌽 Illinois – Remote

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💵 $60k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 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

• 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 • 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 • Monitor conversion progress and quote-to-policy outcomes • Support retention efforts during carrier transitions • Identify conversion challenges and recommend corrective actions • Partner with Sales, Underwriting, Operations, and Technology teams • Support data migration, policy issuance, and renewal timing activities • Track conversion metrics for assigned initiatives • Maintain accurate reporting and provide status updates • Flag risks or performance issues • This job does not have supervisory duties.

🎯 Requirements

• 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 • 4 year Bachelors Degree (Preferred) • 3 or more years of experience (Preferred) • Equivalent combination of education and experience may be considered in lieu of the above education requirements • Authorization to work in the United States; the company does not sponsor individuals for work visas • 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 • Work-from-home arrangement • Equal employment opportunity and consideration regardless of protected characteristics

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