Own transfer opportunities end-to-end, ensuring timely execution and delivery
Partner with territory sales managers, agencies, and internal teams to move and close deals
Manage timelines, workflows, and shipments to keep transfers on track
Guide agencies through the process by setting expectations and providing support
Proactively remove barriers and drive accountability for outcomes
Monitor pipeline and progress to achieve transfer goals
Sales & performance expectations:
Drive successful transfer conversion and completion, with a clear focus on outcomes over activity
Partner with sales to accelerate timelines and maximize results
Measured by DWP and PIF issuance and overall transfer success
Skills for Success
Top candidates will bring:
Strong relationship-building and influencing skills
A results-oriented, ownership mindset with a sense of urgency
Ability to manage multiple priorities in a fast-paced environment
Analytical thinking with the ability to use data to drive outcomes
Proactive problem-solving and comfort navigating ambiguity
Experience Required:
Knowledge of Personal Lines, agency operations, and sales processes
Background in sales support or revenue-generating roles
Track record of delivering results in a performance-driven environment
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This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
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Job Description Summary
As a Specialist on this team, you'll be a personal lines transfer and acquisitions authority. You'll lead the transfer process and support mergers and acquisitions while driving agency performance. In addition, you'll develop positive relationships and identify new opportunities.
Job Description
Builds agency relationships. Consults with agents regarding coverage and pricing options for policyholders. Focuses on increasing agency revenue.
Partners with Sales team and assigned agents to extract profitable risk.
Assists with identification of new transfer opportunities and finalizing of transfer deals.
Manages potential transfer deals for agreements ranging from $250K-$750K in direct written premium.
Provides support in issuing signed re-marketing agreement accounts.
Responsible for assigned agent relationships, maximizing competitor insights in marketing Nationwide products/services.
May assist in special projects with key agencies.
Maintains strong knowledge of Sales strategy, including goals and objectives to achieve profit and growth.
Conducts program and product orientation meetings in conjunction with the sales team.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director; individual contributor role.
Typical Skills and Experiences:
Education: Undergraduate degree in business administration, insurance, risk management, economics or finance pref
Additional Information
If you're passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
As a Transfer Acquisition Specialist , you will drive profitable Personal Lines growth by managing personal lines agency book transfers from evaluation through completion. This results-driven role is a blend of process management and relationship building with success measured by issued personal lines business.
Nationwide · Remote