Specialist, Transfer & Acquisitions (Personal Lines)

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.What you’ll do:Own transfer opportunities end-to-end, ensuring timely execution and deliveryPartner with territory sales managers, agencies, and internal teams to move and close dealsManage timelines, workflows, and shipments to keep transfers on trackGuide agencies through the process by setting expectations and providing supportProactively remove barriers and drive accountability for outcomesMonitor pipeline and progress to achieve transfer goalsSales & performance expectations:Drive successful transfer conversion and completion, with a clear focus on outcomes over activityPartner with sales to accelerate timelines and maximize resultsMeasured by DWP and PIF issuance and overall transfer successSkills for SuccessTop candidates will bring:Strong relationship-building and influencing skillsA results-oriented, ownership mindset with a sense of urgencyAbility to manage multiple priorities in a fast-paced environmentAnalytical thinking with the ability to use data to drive outcomesProactive problem-solving and comfort navigating ambiguityExperience Required:Knowledge of Personal Lines, agency operations, and sales processesBackground in sales support or revenue-generating rolesTrack record of delivering results in a performance-driven environment·         This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.#LI-TH1Job Description SummaryOur desire to be the carrier of choice for personal insurance lines motivates our dedication to great products and even better customer service. Success is earned through resourcefulness, a real ability to understand the needs of our distribution partners and their customers and a collaborative approach to work. If you have a competitive spirit, some sales swagger, are results-oriented and consider yourself a people person, we want to know more about you!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 DescriptionKey Responsibilities: 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.Leads projects to achieve desired business outcomes. Develops timelines; partners with key stakeholders (sales, product, agency, etc.) to meet timing objectives; creates and implements communication plans; conducts agency capacity analysis to effectively manage volume; evaluates agency training needs and coordinates through the sales training organization, works closely with the quoting team to manage policy shipments and quote service level agreements.Drives transfer results by effectively setting expectations on critical delivery factors such as auto issue utilization, follow-ups on missed opportunities, adjusting coverage's, and adding discounts to drive competitiveness. Provides timely evaluation of results and action planning to address transfer barriers.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 preferred.License/Certification/Designation: Pursuit of technical insurance designations such as CPCU, CLU or equivalent insurance education preferred.Experience: Typically, two years of experience in insurance, underwriting, sales or services preferred.Knowledge, Abilities and Skills: Confirmed knowledge of sales programs, policies and processes relevant to the management of an independent agency distribution system. Requires solid understanding of general management practices and organizational structure. Strong organizational and administrative skills; interpersonal, leadership and relationship skills; analytical and project management skills. Requires solid understanding of insurance company operations including technology, financial analysis, and quality/training initiatives. Demonstrated decision-making skills, including the ability to recognize, analyze and improve operational performance, financial performance. Can effectively manage ambiguity. Strong verbal and written communication skills to interact with all levels of internal and external contact