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
Qualifications
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
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices
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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
Qualifications
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
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices