Chubb

Global property & casualty insurer

Senior Manager - Agency Planning Analytics

Business OperationsConfirmed live in the last 24 hours

Full-timeVietnamNo salary listedIn-person

About the Job

Requirements

A bachelor's degree in Business, Finance, or a related field is required.
A minimum of 8 years of experience in strategic planning or agency management is required.
Strong agency performance management and budgeting control are required.
Proficiency in using data and analytics to drive strategic decision-making is required.
The role requires the ability to build and maintain relationships with clients and internal stakeholders.
Alignment with Chubb values of Integrity, Client Focus, Respect, Teamwork, and Excellence is required.

Responsibilities

Develop annual, quarterly, and monthly targets, key performance indicators, and 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, business productivity, and agency activity across sales offices.
Monitor business results against established plans and targets.
Develop and maintain dashboards, and analyze sales performance, agent productivity, recruitment effectiveness, and retention metrics for executive and business leaders.
Identify performance gaps and provide recommendations for corrective actions.
Lead annual, quarterly, and monthly budgeting plans for the Agency Distribution channel, allocating resources to support strategies and action plans.
Prepare forecasts, monitor budget utilization, and recommend cost optimization opportunities.
Lead a team of planning professionals, providing guidance, training, and support to promote their professional development and optimal performance.
Collaborate with cross-functional teams to develop integrated strategies.
Communicate strategic plans and initiatives to internal and external stakeholders to ensure alignment and understanding.
Perform other tasks assigned by the line manager.

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.

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.

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.

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.

About the Company

Chubb

Global property & casualty insurer

Chubb is the world’s largest publicly traded property and casualty insurer, offering commercial and personal insurance, reinsurance, life and health products across 54 countries. It underwrites policies by evaluating risk, pricing premiums, and paying claims fairly and promptly when covered events occur. Its breadth of products, extensive distribution, and strong financial position distinguish it from competitors and enable it to serve diverse clients globally. Its goal is to help people and businesses manage risk with clear policy terms and reliable financial protection.

Company size: 10,001+
Company stage: IPO
Headquarters: Zurich, Switzerland
Founded: 1985

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