Agency Transfer & Conversion Leader

Allstate Insurance; Illinois; On-site; USD 91,000 - 105,000; Full time

Job summary

National General Holdings Corp. is seeking an Associate Manager, Transfer Acquisition to lead a team driving independent agency book transfers and conversions.

You will oversee strategies, workflows, and cross-functional collaboration to optimize outcomes and agency engagement throughout transitions. The role focuses on execution excellence, retention, and improving transfer performance while working with Sales, Underwriting, Operations, Product, and Technology.

Qualifications

• Experience working with independent agencies, agency operations, or carrier distribution models.
• Strong knowledge of Property & Casualty insurance products and agency workflows.
• Demonstrated leadership or supervisory experience.
• Experience managing complex projects, implementations, or business transitions.
• Strong communication, influencing, and change management skills.
• Ability to analyze performance metrics and drive business results.
• Experience overcoming objections, building relationships, and influencing stakeholders.

Responsibilities

• Lead, coach, and develop a team of Transfer Acquisition Specialists.
• Oversee execution of agency book transfer and conversion initiatives.
• Manage workload prioritization and resource allocation across the team.
• Monitor transfer timelines, milestones, and stabilization efforts.
• Resolve escalated issues impacting agency conversion success.
• Build and maintain strong relationships with key agencies and distribution partners.
• Guide agencies through change management activities during transitions.
• Partner with field sales leadership to maximize agency engagement and adoption.
• Analyze quote conversion, policy binding, retention, and transfer completion metrics.
• Identify trends impacting performance and implement corrective actions.

Skills

Agency relationships

Leadership

Change management

Project management

People leadership

Strategic execution

Education

Bachelor's Degree

Tools

Agency management systems

Policy administration platforms

Job description

National General Holdings Corp. is seeking an Associate Manager, Transfer Acquisition to lead a team driving independent agency book transfers and conversions.

You will oversee strategies, workflows, and cross-functional collaboration to optimize outcomes and agency engagement throughout transitions. The role focuses on execution excellence, retention, and improving transfer performance while working with Sales, Underwriting, Operations, Product, and Technology.