$70,000 - $80,000 based on experience + qualificat...
Onsite
Independent agency book transfers
Insurance policy conversion
Agent partnership and change management
The Independent Agency Book Transfer & Conversion Specialist is responsible for executing insurance book-of-business transfers for assigned independent agencies
Job Summary
The Independent Agency Book Transfer & Conversion 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 Independent Agency Book Transfer & Conversion Specialist partners with Sales, Underwriting, Operations, and Technology teams to support data migration, policy issuance, and renewal timing activities.
Matching Summary
The Independent Agency Book Transfer & Conversion Specialist is responsible for executing insurance book-of-business transfers for assigned independent agencies.
Salary
$70,000 - $80,000 based on experience and qualifications