Asst Mgr, Agency Strategy

Key Responsibilities include:

Strategic Planning and Development

Assist in the development and execution of assigned agency-wide strategic plans independently, ensuring alignment with the organisation’s mission and vision.

Responsible to keep abreast of the insurance market developments, initiatives, direction etc. and propose adjustments to Agency strategy and plans accordingly.

Ability to draw insights from sales/trend/market data and make appropriate recommendations to steer the sales team forward.

Sales Report and Forecast

Collaborate cross-functionally with sales teams, product, marketing to develop and implement strategic action plans toward forecasted targets.

Ensure timely communication of key imperatives (including facilitation and coordination of reports)

Review monthly Executive Committee slides to provide valuable insights into sales performance and trends.

Sales

Plan and recommend strategic initiatives to directly impact 4 key drivers of our business – 1) Manpower; 2) Activity ratio; 3) Case productivity; and 4) Case size

Analyse agency performance data, competitive intelligence, and market trends to identify opportunities, risks, and areas for improvement.

Projects/Strategic Initiatives

assist in the development of infrastructure that need regular reviews, recommendations, and agility to tweak to support agency strategic growth and retention.

Responsible to take the assisting role in assigned strategic projects from conception to completion, collaborating with various departments to ensure successful execution.

Establish key performance indicators (KPIs) to track the progress of strategic initiatives and make data driven adjustments as needed.

Occasional ad-hoc tasks and responsibilities may arise to meet the dynamic needs of the role and the organisation.

Qualifications

Degree holder with at least 3-5 years of sales management experience in the insurance or financial services industry.

A superior performance record that demonstrated strategic planning and execution is essential

Self-driven with a proven ability to work in a dynamic sales environment and a proven track record of exceeding goals and objectives

Proactive, independent, result-oriented, energetic with good people skills and an effective team player

Able to communicate (written & verbal) effectively with all levels in the organization

CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI and its equivalent