Chief Agency Officer, Insurance

7 months ago


Hanoi, Vietnam Aloha Consulting Group Full time

Our client is an insurance company specialized in providing financial solutions and comprehensive insurance and welfare benefits, who is searching for a talent to join their firm:
Achieve the business plan quantitatively and qualitativelyField communicationField force behaviour as per company valueDevelop Field ManagersDesign and seek approval on the independent Direct agent policy including contract, incentives, commissions, sales process, policy submissions, MIS reporting of the Direct agentsDesign and seek approval of the Direct Agent business plan including manpower, Revenue, product mixAchieve the quarterly and annual business plan in terms of manpower, activation, productivity, quality and revenue through adequate strategies and action plansProactively manage the leads, appointments, presentations and formalization of proposals of the Direct agentsCarry out regular formal and informal coaching and training of the Direct agentsKeep informed on regulatory changes that could impact sales pitch, sales process and training requirementsActively involve in, and contribute to the business unit planning and budgeting activities, in collaboration with the CDOManage expenses within budget and according to company policy and proceduresWork proactively with other departments and functions to resolve issues and make the products and proposals attractive for the Direct Channel and to maximize impact of independent direct agent on company resultsEnsure field force possess required knowledge and skills. Coordinate with training department to provide appropriate and up to date training to the agency force for them to carry on their tasks as per company profitability and customer centricity targetsSet target for persistency; execute/monitor plans; collaborate with other teams to drive persistency; define risk metrics, set threshold, monitor the progress, and take actions to improve; check the progress and report the status on a regular basis; work with compliance team to monitor and take actions; manage any regulatory matters; handle internal/external audits regarding agencyRecruit and develop agency leads for north and southEstablish a management process to ensure effective follow up on agency performance and identification/implementation of corrective actions to ensure attainment of targetsEnsure high quality, reliable and compliant services to customers
- Contact: Huong Do_

As description



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