senior manager, agency strategy.

• Strategic Roadmap: Help the CAO define long-term agency growth, productivity, and recruitment plans.
• Data Insights: Analyze performance data (sales, active agents, retention) to find trends and guide decision-making.
• Planning: Lead annual and quarterly business planning for the agency channel.

2. Operations & Governance

• Process Improvement: Optimize agency workflows and systems to make it easier for agents to do business.
• Performance Tracking: Monitor agency KPIs and build action plans to fix performance gaps.
• Governance & Compliance: Oversee incentives, contests, and campaigns to ensure regulatory and company policy compliance.
• Facilities & Budgeting: Manage agency office space and drive cost-saving/efficiency initiatives.

3. Cross-Functional Collaboration

• Central Liaison: Connect the Agency team with Product, Marketing, Finance, Risk, IT, and HR.
• Project Management: Lead cross-department projects focused on digital tools, growth, and customer experience.
• Stakeholder Alignment: Secure buy-in and maintain clear communication across senior leadership.

4. Team Leadership

• People Management: Direct, coach, and develop a team of 2-4 members.
• Resource Allocation: Balance team workload between daily tasks (BAU) and strategic projects.

• Education: Bachelor’s degree in Business, Finance, Marketing, or related field (Master’s preferred).
• Experience: 10 years in insurance or financial services, with 3–5 years in strategy or operations.
• Domain Knowledge: Prior experience in agency or intermediary sales distribution is highly preferred.
• Leadership: Proven track record of managing projects, driving change, and managing a small team.