Agency Transfer & Conversion Specialist

National General; United States; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Monthly connectivity reimbursement

Job summary

National General is seeking a Transfer Acquisition Specialist to execute insurance book-of-business transfers for assigned independent agencies. This role manages transfer and conversion initiatives from planning through stabilization, ensuring accurate execution and minimal disruption.

You will partner with Sales, Underwriting, Operations, and Technology, monitor conversion progress, support retention during carrier transitions, and identify challenges with corrective actions.

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.

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.

Skills

Agency Collaboration

Detail-Oriented

Insurance Product Knowledge

Strategic Collaboration

Time Management

Education

Bachelor's Degree (Preferred)

Equivalent education/experience accepted

Job description

National General is seeking a Transfer Acquisition Specialist to execute insurance book-of-business transfers for assigned independent agencies. This role manages transfer and conversion initiatives from planning through stabilization, ensuring accurate execution and minimal disruption.

You will partner with Sales, Underwriting, Operations, and Technology, monitor conversion progress, support retention during carrier transitions, and identify challenges with corrective actions.