[Chubb Life] Senior Manager, Agency Management Development

1. Strategic Execution (25%)

• Translate Company Vision & Mission into Action:

• Break down AVP, AMD directives into regional goals by week/month: APE, active advisor count, new recruits.

• Cascade these goals to Managers via monthly business planning meetings.

• Lead Quarterly Territory Reviews:

• Organize and chair Territory Business Review (TBR) meetings with 7 Managers.

• Present each Manager’s actual vs. target performance (APE, Activation, EHC, Dropout).

• Use Smart Agency dashboards to pinpoint weak zones and deploy correction plans.

• Drive Campaign Implementation:

• Assign Champion Hubb/AVP campaigns to specific Managers with timelines and KPIs.

• Monitor local campaign execution (e.g. AVP presentation, brand videos, agent storytelling).

• Ensure that client experience and branding activities are embedded in team meetings.

• Frontline Business Quality Control:

• Ensure all sales activities conducted by the team comply with internal quality standards and regulatory requirements.

• Coordinate with compliance, underwriting, and operations teams to resolve quality-related issues quickly and effectively.

• Support initiatives that enhance the sales quality (K2/P13)

2. Manager Development: (25%)

• Manager Recruitment:

• Build relationship, setting appointment to attract candidate for manager

• Identify and recruit new manager through direct referrals, recruitment sessions, and collaboration with existing team members

• Capability Reviews & IDPs:

• Hold monthly 1-on-1 capability review sessions with each Manager.

• Identify low-performing Managers and design 90-day Improvement Plans (e.g. recruitment turnaround, team rebuilding).

• Onboarding New Managers:

• Lead induction sessions for newly promoted Managers (structure, KPIs, onboarding checklist).

• Assign senior Manager “buddies” to mentor new leaders in their first 2 months.

• Facilitate Learning Forums:

• Chair monthly “Best Practice Exchange” or “Sales Playbook Clinics” with all Managers.

• Invite top ALs to share proven practices in coaching, recruitment interviews, or closing techniques.

3. Business Oversight (25%)

• Field Operations Monitoring:

• Conduct 2 field visits/month to review team meetings, observe agent coaching sessions.

• Audit AL team structure: % activation, onboarding hygiene, lead utilization, tool adoption.

• Recruitment & Manpower:

• Ensure recruitment plan yields 3 new ALs/Manager/month; review weekly recruitment funnel.

• Monitor onboarding ratio (Target: 30 active agents per Manager) and highlight red-flag zones.

• Handle Escalations:

• Support Managers in resolving difficult cases: agent disputes, code terminations, or compliance issues.

• Liaise with AVP, AMD, DS, ICD, or HR on cross-functional blockers or structural decisions.

4. Cultural Engagement & Leadership (25%)

• Promote AVP Spirit:

• Integrate AVP themes into every team communication: freedom, ethics, professionalism.

• Reinforce messaging through storytelling, agent spotlight videos, and success case sharing.

• Plan Regional Engagement Activities:

• Run quarterly “Recognition Days” for top advisors/ALs (based on APE or Recruitment).

• Launch seasonal office contests (e.g., “Freedom Growth Sprint” or “Recruit Like a Leader”).

• Be a Visible Leader:

• Post weekly updates or shoutouts on internal groups (Zalo, Workplace, Email).

• Show presence at onboarding, events, and field visits to lead by example and build trust.

• Bachelor's degree

• In-depth knowledge and understanding of life insurance business and operations in Vietnam.

• At least 5 years experiences at management level.

• Strong knowledge of sales operations model, activities management, agency recruitment.

• Good at analytical and problem-solving skills, with the ability to assess complex issues and develop effective mitigation strategies.

• Strong leadership and managerial skills, with the ability to influence and drive change across the function.

• Great stakeholder management, with proven ability to work collaboratively and build relationships with internal and external stakeholders.

• Ability to effectively translate compliance-related information and requirements to all levels of the organization.