Transfer Acquisition Specialist (Agency to Carrier Book Roll)

Allstate • McCullom Lake, IL

9d • $60,000 - $80,000 • Remote

About The Position

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.

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

Responsibilities

• 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
• 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

Benefits

• Comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse
• Monthly connectivity reimbursement for eligible remote employees

What This Job Offers

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