Working in an insurance agency demands a blend of sales skills, industry knowledge, customer service expertise, and a strong understanding of various insurance products to effectively serve clients and grow the business. We are seeking a seasoned and strategic-minded Agency Strategy Assistant Manager to oversee strategic planning, sales forecasting, and the development of innovative initiatives within Income. The ideal candidate will work side by side with the Head of Agency Strategy and play a pivotal role in driving sales growth and spearheading strategic projects to meet our agency's objectives
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 for keeping abreast of insurance market developments, initiatives, direction, etc. and proposing 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, and 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 needs regular reviews, recommendations, and agility to tweak to support agency strategic growth and retention.
- Responsible for taking an 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 demonstrates 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 organisation
- CMFAS (Module 5, 9, 9A), CHI, CGI or DGI, DLI or ACII/FLMI and its equivalent
