Transfer Acquisition Specialist (Agency to Carrier Book Roll)

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.

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.

Book Transfer & Conversion Execution Manage and executes assigned agency book transfer and conversion initiatives Execute conversion timelines and sequencing for assigned books Supports and executes 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 Required 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 Education • 4 year Bachelors Degree (Preferred) Experience • 3 or more years of experience (Preferred) Supervisory Responsibilities • This job does not have supervisory duties. Education & Experience (in lieu) • In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Agency Collaboration, Detail-Oriented, Insurance Product Knowledge, Strategic Collaboration, Time Management   Compensation Compensation: $60,000 - $80,000 depending on experience and qualifications     Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click “ here ” for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click “ here ” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the “EEO Know Your Rights” poster click “ here ”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. To