Assistant Manager - Agency Strategy

Position Title

Assistant Manager / Manager – Agency Strategy

Department

Agency Sales

Level/ Band

301 / 401

Role Summary

The role is responsible forSupporting the Agency Employee PMS Team and Leadership in driving the business growth, productivity enhancement, strategic planning, business analytics and key transformation initiatives & strategic projects. The role will be responsible for generating business insights, monitoring performance, preparing leadership presentations, and supporting execution of strategic projects across the Agency channel.

Reports To

Mr. Arun Sarkar, Associate Vice President – Agency Employee PMS, Agency Distribution Support

Supervises

N.A.

Geographic Area Covered

National

Stakeholders - Internal

Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team.

Stakeholders - External

N.A.

Performance Management System

Support Agency PMS team for preparing the monthly cost budget for the Agency channel

Prepare and publish the daily tracker and employee performance updates

Monitor business performance against plans and identify growth opportunities

Prepare periodic business reviews and performance reports

Track key metrics related to Employee perk and recommend the corrective actions

Business Analytics & MIS

Analyse the Employee productivity, recruitment, activation, and persistency trends

Develop and maintain management dashboards and scorecards

Generate actionable insights to support on monthly contest designing activity

Conduct competitor benchmarking and market analysis

Automation

Drive automation of Incentive tracker

Track milestone achievement of employee contribution in term of business and earning

Coordinate with cross-functional stakeholders for project execution

Stakeholder Management

Collaborate with Sales, Operations, Finance, HR, Learning & Development, and Technology teams

Ensure timely delivery of business reports and strategic initiatives

Support communication and implementation of key business programs

Technical

Strong understanding of Insurance distribution models, business strategy, analytics, project management, Business Planning and performance management frameworks.

Behavioral

Interpersonal Skills

Strong stakeholder management and collaboration skills

Communication & Presentation Skills

Excellent verbal, written, and presentation skills

Creative Thinking Skills

Ability to identify innovative solutions and business opportunities

Supervising / Leadership Skills

Strong team handling and leadership capabilities

Teamwork Skills

Ability to work effectively across cross-functional teams

Influencing Skills

Strong influencing and negotiation abilities

Relationship Building Skills

Ability to build strong internal and external relationships

Decision Making Skills

Strong analytical and decision-making capabilities

Qualification

Graduate / MBA preferred

Skill

Advanced Microsoft Excel, Advanced PowerPoint Presentation, Power BI / Tableau, Data Analysis & Dashboarding, Business Planning & Forecasting

Experience

3–8 years of experience in Life Insurance, Agency Distribution, Sales Strategy, Business Planning, Analytics, or Business Excellence