Transfer Acquisition Manager (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. 

• →Directly supervises a team of Transfer Acquisition Specialists.
• →Responsible for hiring, coaching, performance management, talent development, and workforce planning.

• Lead, coach, and develop a team of Transfer Acquisition Specialists.
• Establish performance expectations, goals, and development plans.
• Monitor individual and team productivity, quality, and business results.
• Conduct regular performance reviews, coaching sessions, and career development discussions.
• Foster a high-performance, customer-focused culture.

• Oversee execution of agency book transfer and conversion initiatives.
• Ensure consistent implementation of transfer methodologies, workflows, and best practices.
• 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.
• Serve as an escalation point for agency concerns and complex transfer situations.
• 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.
• Develop strategies to improve conversion outcomes and minimize disruption during transitions.
• Monitor business results and agency satisfaction throughout the transfer lifecycle.

• Partner with Sales, Underwriting, Operations, Product, Marketing, and Technology teams to ensure successful transfer execution.
• Influence prioritization of operational and technology enhancements supporting transfer activities.
• Facilitate resolution of cross-functional obstacles and process gaps.
• Drive alignment on execution plans and communication strategies.

• Establish standardized processes, reporting, and performance measurement.
• Identify opportunities to streamline workflows and improve efficiency.
• Promote adoption of automation, technology solutions, and best practices.
• Lead process improvement initiatives to enhance transfer outcomes and customer experience.

• Monitor team and program performance against established KPIs.
• Deliver regular business updates and executive-level reporting.
• Identify operational, compliance, and execution risks.
• Develop mitigation plans and escalate issues appropriately.
• Ensure accurate reporting and documentation standards are maintained.

• Transfer completion rate
• Quote-to-bind conversion rate
• Policy conversion success rate
• Retention during transfer period
• Time-to-complete transfer initiatives
• Agency satisfaction scores
• Specialist productivity and quality metrics
• Transfer backlog management
• Employee engagement and development metrics

• 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.

• Prior experience managing agency book transfers or conversion initiatives.
• Experience leading teams in sales operations, agency management, onboarding, or implementation environments.
• Knowledge of agency management systems, policy administration platforms, and conversion processes.
• Experience leading process improvement or operational excellence initiatives.

• Bachelor's Degree preferred.

• 5+ years of experience in insurance, agency operations, sales operations, implementation, or business transformation.
• 2+ years of leadership, supervisory, or team management experience preferred.

• Leadership & Talent Development
• Strategic Execution
• Agency Relationship Management
• Change Management
• Influencing & Collaboration
• Business Acumen
• Data-Driven Decision Making
• Operational Excellence
• Customer Focus
• Problem Solving & Risk Management

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.