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AGM- Agency Support

2 months ago

Ottawa, Canada XpertReach Full time
Job Profile:

Develop strategies to optimize Agency Models (Insurance Manager / Distribution Manager / Life Portfolio Manager) across geographies, segments, and products; run data analytics to track sales performance; conduct strategic and operations planning; perform ad hoc analyses for management; research new processes to improve operational efficiencies.
Responsibilities: 

  •  Insurance Manager / Distribution Manager / Life Portfolio Manager: Conceptualizing, designing and implementing strategic initiatives for the channel to help in Insurance Manager / Distribution Manager / Life Portfolio Manager. Takes lead and is accountable for results from Agency Projects in areas of cost optimization and productivity growth.
  • Agency Program Design and Implementation: Designing and implementing incentives and rewards & recognition programs for the Agency Sales Team to help drive the sales force to deliver the business targets.
  • Agency Analytics: Trend analysis and channel performance analysis to facilitate management decisions making.
  • Agency Planning: Preparation of business plans and cost budgets for the channel as per company objectives. Assigning targets and KPI’s for the Sales Teams as per the overall channel plan.
  • Managing Control functions : Internal & External Audits, Compliance reviews.
  • Cross-function stakeholder management


Requirements
  • Bachelor’s Degree/ MBA from a Reputed University
  • Experience in managing data and a strong understanding of Sales Processes
  • Preferable Experience: 12-15 years in insurance sector
  • Understands the needs of the Business & Customer, serves as liaison to ensure good strategic alignment of systems and strategies
  • Ability to work effectively within a fast-paced, complex matrix, changing environment
  • Ability to access information technology applications to improve current business environment
  • Ability to access, assess, interpret, and draw accurate conclusions from sales and customer data
  • Strong computer skills, including MS Office applications, database information