Independent Agency Book Transfer Specialist

Allstate • Uniondale, NY

3d • $70,000 - $80,000

About The Position

The Independent Agency Book Transfer & Conversion 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.

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)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Nice To Haves

• Prior book transfer and conversion experience desired

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level