Transfer Acquisition Specialist (Agency to Carrier Book Roll)
Core
Execute insurance book-of-business transfers and policy conversions for independent agencies, managing the process from planning through stabilization to ensure accurate execution and minimal disruption.
Role type
Mid-level operational specialist (insurance book transfer)
Builds
Converted policies and stabilized agency portfolios
Domain
Property & Casualty Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Agency operations knowledge, P&C insurance product knowledge, objection handling, data migration support, conversion timeline management, risk flagging
Preferred skills
Prior book transfer experience, Bachelor's degree, 3+ years experience
Technologies
Policy issuance systems, data migration tools
Responsibilities
Manage and execute assigned agency book transfer and conversion initiatives, Act as primary point of contact for agencies during conversions, Monitor conversion progress and quote-to-policy outcomes, Partner with Sales, Underwriting, Operations, and Technology teams, Track conversion metrics and maintain accurate reporting, Escalate issues or risks as needed
Seniority
Mid-level, hands-on IC