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[Chubb Life] Senior Manager, Agency Planning Analytics

Chubb (Chubb) · Other

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  1. Business Planning

  • Develop annual, quarterly, and monthly target, KPIs, business plans aligned with the Company's strategic direction.

  • Develop incentive and challenge programs for sales teams and management levels; propose strategic initiatives to accelerate sales effectiveness, recruitment outcomes, and business productivity and agency activity across sales offices.

  1. Business Performance Management and Analytics

  • Monitor business results against established plans and targets.

  • Develop and maintain dashboards, conduct analysis on sales performance, agent productivity, recruitment effectiveness, and retention metrics for executive and business leaders.

  • Identify performance gaps and provide recommendations for corrective actions.

  1. Budget Management and Forecasting

  • Lead annual, quarterly, and monthly budgeting plan for the Agency Distribution channel. Allocating resources to support the implementation of the strategies and action plans.

  • Prepare forecasts & Monitor budget utilization and recommend cost optimization opportunities.

  1. Other tasks

  • Leading a team of planning, providing guidance, training, and support to ensure their professional development and optimal performance.

  • Collaborate with cross-functional teams to develop integrated strategies. Effectively communicate strategic plans and initiatives to internal and external stakeholders, ensuring alignment and understanding.

  • Other tasks assigned by Line Manager.

  • Bachelor's degree in Business, Finance or related field. 
  • Minimum of 8 years of experience in strategic planning or agency management.
  • Strong agency performance management and budgeting control.
  • Proficient in using data and analytics to drive strategic decision-making. 
  • Good communication.
  • Ability to build and maintain relationships with clients and internal stakeholders.
  • Chubb Value alignment – Integrity, Client Focus, Respect, Teamwork, Excellence.

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