Transfer Acquisition Manager (Agency to Carrier Book Roll)
Core
Lead a team of Transfer Acquisition Specialists to execute independent agency book-of-business transfer and conversion initiatives, ensuring successful conversion outcomes and retention.
Role type
Senior IC manager (agency transfer & conversion)
Builds
Agency book transfers and conversion programs
Domain
Insurance (Property & Casualty) / Agency Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, agency operations knowledge, P&C insurance product knowledge, project management, change management, data analysis, stakeholder influence
Preferred skills
Prior agency book transfer management, sales operations leadership, agency management systems knowledge, process improvement expertise
Technologies
Agency management systems, policy administration platforms
Responsibilities
Lead, coach, and develop a team of Transfer Acquisition Specialists; Oversee execution of agency book transfer and conversion initiatives; Build and maintain strong relationships with key agencies; Analyze conversion, binding, and retention metrics; Partner with Sales, Underwriting, and Technology teams to remove barriers
Seniority
Senior, hands-on IC with supervisory responsibilities
