- 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.
Skills Required
- Bachelor's degree in Business or related field
- Master's degree
- Minimum of 10 years of experience in strategic planning or agency management
- Proven track record of driving growth and profitability through strategic planning initiatives
- Strong understanding of advertising and marketing industry trends and best practices
- Excellent leadership and team management skills
- Exceptional communication and presentation skills
- Strong financial management and budgeting acumen
- Ability to build and maintain relationships with clients and internal stakeholders
- Proficient in using data and analytics to drive strategic decision-making
- Alignment with Chubb values: Integrity, Client Focus, Respect, Teamwork, Excellence
What We Do
Chubb is the world’s largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs 31,000 people worldwide. Additional information can be found at: chubb.com.
