Account Mgr II, Book Transfer

Description
We are looking for a results-driven Book Transfer Program Manager to lead the pipelining and conversion of commercial book transfer opportunities. This role is a high-visibility, cross-functional position that directly influences profit, growth, retention, close ratios and the overall agency experience. You will partner with distribution leaders, underwriting and product teams, operations and external agency partners to design and execute profitable, scalable transfer solutions that delight agents and customers.

Responsibilities

• Partners with regional (primary) or national (secondary) teams to establish book transfer opportunities services, including coverage comparisons, price-matching, and cost estimates that support the development of contractual agreements.
• May lead partnerships across Liberty and State Auto brands.
• Leads coordination with leadership regarding book transfer selection and acceptance, prioritization, execution, and results.
• Recommends creative solutions to the field and our agency partners to ensure profitability, target close ratios, and top-tier agent and customer experience.
• End to end accountability for executing book transfer opportunities and agent satisfaction.
• Applies effective project management methodologies and control techniques.
• Leads regional and national book transfer meetings and manages progress of team members to ensure objectives are achieved within prescribed timeframe and quality standards.
• Assesses project risks, develops mitigation plans, and reports on results to leadership.
• Develops and maintains effective business relationships with internal and external business partners by communicating book transfer vision, strategy, and results.
• Collaborates across the organization with Sales, Product Management, Underwriting, Service Centers, and Home Office to resolve product, process, and customer issues.
• Partners with operations team concerning quality and timeliness of input.
• Serves as subject matter expert and provides technical content to support product, program and process launches.
• Participates in cross-functional and cross-SBU initiatives, including special projects supporting profit, growth and expense initiatives as well as initiatives around product development, underwriting policy, and strategy.
• May lead testing and roll-out of strategic initiatives.
• Partners with relationship managers to assist in training agencies and partners on book transfer processes, and instructing new agents on company products, processes, underwriting

• Strong knowledge of Personal Lines or Business Lines product, underwriting and appetite preferred; Knowledge of practices, tools, and techniques for maintaining effective relations with agents and brokers; Proven ability to analyze and solve problems, manage projects and improve processes, Strong interpersonal skills with the ability to develop and sustain relationship; Proven ability to deal with ambiguity and changing priorities; Excellent verbal, written, and presentation skills; Ability to negotiate and influence others; As normally acquired through a related bachelor`s degree and 5 years of insurance experience
• CPCU designation (or equivalent) preferred

• California

• Los Angeles Incorporated

• Los Angeles Unincorporated

• Philadelphia

• San Francisco