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. 

Job Description

The Associate Manager, Transfer Acquisition leads a team of Transfer Acquisition Specialists responsible for executing independent agency book-of-business transfer and conversion initiatives. This role is accountable for driving successful conversion outcomes, retention performance, operational efficiency, and agency experience across all assigned transfer programs.

The Associate Manager ensures the team effectively manages agency transitions from planning through stabilization while partnering with Sales, Underwriting, Operations, Product, and Technology to remove barriers, mitigate risks, and optimize results. This leader develops talent, establishes best practices, monitors portfolio performance, and drives continuous improvement across transfer acquisition activities.

The role does not own underwriting authority, pricing strategy, or long-term portfolio profitability but is accountable for execution excellence, conversion success, and agency engagement throughout the transfer process.

Key Responsibilities

Team Leadership & Performance Management

• 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.

Transfer Strategy & Execution Oversight

• 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.

Agency Partnership & Change Management

• 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.

Conversion Performance & Retention

• 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.

Cross-Functional Leadership

• 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.

Operational Excellence & Continuous Improvement

• 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.

Data, Reporting & Risk Management

• 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.

Key Performance Indicators (KPIs)

• 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

Required 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.

Preferred Qualifications

• 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.

Education

• Bachelor's Degree preferred.

Experience

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

Supervisory Responsibilities

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

Core Competencies

• 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

Skills

Agency Relationship Management, Change Management, Leading Project Teams, People Leadership, Project Implementations, Project Management Leadership, Project Management Life Cycle (PMLC), Project Planning, Strategic Collaboration, Strategic Execution

Compensation

Compensation: $90,700 - $105,000 depending on experience and qualifications

Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.

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.

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To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs.

To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

Companies & Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

Benefits

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.

When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.