1. Business Planning & Execution Support Partner with IMD/IBP leaders to develop and execute sales force development plans.
- Standardize business planning processes and standardize weekly/monthly/quarterly business reviews.
- Standardize agendas and cadence for weekly and monthly management meetings.
- Manage business performance through key sales and recruitment indicators.
- Establish and track core KPIs (recruitment, onboarding, activation, sales, productivity, etc.)
- Monitor productivity and capability development roadmap of IR/IL across 3–6–9–12 month milestones.
- Analyze performance data to identify bottlenecks and recommend actions to improve productivity. Support the rollout and execution of recruitment and sales campaigns.
2. Business Quality, Risk & Compliance Management
- Collaborate with relevant functions to propose and execute the business quality management framework.
- Monitor and review persistency (K2) and early warning indicators with IMD and IBP/IL
- Analyze root causes of quality or risk issues and propose preventive and corrective actions.
3. Upskilling & Capability Development of IMD, IL/IR
- Partner with the Training team to design relevant capability development content and ensure effective transfer to IMD and IBP/IL.
- Support onboarding of new IMD and IBP/IL.
- Provide coaching support to IBP/IL on IC model, Sales and recruitment management
- Performance tracking and problem-solving.
4. Feedback & Continuous Improvement
- Develop processes, training materials, and learning programs aligned with sales and recruitment activities, campaigns, and events.
- Build strong relationships and influence to drive strategy execution and task completion.
- Establish and track IC-related business reports.
- Design and implement internal working processes across functional departments.
- Act as the key liaison between the sales force and Head Office functions.
- Proactively recommend continuous improvements to governance frameworks, processes, and tools to ensure the business model remains simple, practical, easy to execute, and scalable.
5. Other Duties Perform other tasks as assigned by direct managers or Company Leadership.
Qualifications- Bachelor’s degree or above
- Solid understanding of agency distribution model in life insurance services
- Minimum 5 years of experience in Agency Sales Management
- Strong capability in business planning, business review, workshops, coaching session with sales force
- Ability to work closely with senior field leaders
- Structured thinking with strong execution disciplines
- Strong ownership mindset with a hands-on, problem- solving attitude
- Resilient, adaptable, and willing to travel to work closely with field teams
Top Skills
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.
