Agency Operation and Project Senior Manager

Omni Group Asia Limited; Hong Kong Island; On-site; HKD 900,000 - 1,400,000; Full time

Job summary

Omni Group Asia Limited is seeking an Agency Operation and Project Senior Manager to lead strategic agency programs and end-to-end project delivery. You will drive planning, budgeting, forecasting and governance for the agency channel, while coordinating with cross-functional teams to ensure successful outcomes.

You will manage performance reviews, analyse market dynamics and opportunities, and steer transformation initiatives.

Qualifications

• Degree in Business Administration, Finance, Insurance, Management or related discipline.
• 10+ years of experience in insurance, financial services, agency management, business planning, operations, consulting, or project management.
• Solid understanding of life insurance agency distribution and agency operations.
• Proven track record in leading strategic projects, business transformation, or change management initiatives.
• Experience in business planning, budgeting, performance management and reporting.

Responsibilities

• Lead annual business planning, budgeting, forecasting and resource allocation for the agency channel.
• Conduct regular performance reviews and management reporting with insights and recommendations to senior management.
• Analyse agency performance trends, market dynamics and opportunities for strategic decisions.
• Oversee end-to-end project lifecycle: planning, implementation, governance and post-implementation review.
• Drive change management to adopt new processes, policies, tools and operating models.
• Collaborate with agency leaders and cross-functional teams to ensure project delivery and outcomes.
• Monitor progress, risks and dependencies and provide updates to senior stakeholders.
• Oversee daily operations of Agency Service Centres to ensure high-quality support for financial advisors and leaders.

Skills

Strategic planning

Stakeholder management

Project management

Operations management

Insurance distribution knowledge

Education

Bachelor's degree in Business Administration, Finance, Insurance, Management

Tools

Microsoft Excel

PowerPoint

Job description

Agency Operation and Project Senior Manager

Support the development and execution of agency business strategies to drive sustainable growth and productivity.

Lead annual business planning, budgeting, forecasting, and resource allocation processes for the agency channel.

Conduct regular business performance reviews and management reporting, providing insights and recommendations to senior management.

Analyse agency performance trends, market dynamics, and business opportunities to support strategic decision-making.

Track key business initiatives and ensure alignment with organizational objectives.

Lead and drive strategic initiatives and transformation projects across the agency channel.

Manage end-to-end project lifecycle, including planning, implementation, stakeholder engagement, governance, and post-implementation review.

Drive change management initiatives to facilitate the adoption of new business processes, policies, digital tools, and operating models.

Collaborate with agency leaders and cross-functional teams to ensure successful project delivery and business outcomes.

Monitor project progress, risks, and dependencies while providing regular updates to senior stakeholders.

Oversee the daily operations of Agency Service Centres to ensure efficient, accurate, and high-quality support services for financial advisors and agency leaders.

Review and enhance operational processes, controls, and service standards to improve efficiency and advisor experience.

Establish and monitor service performance metrics and operational KPIs.

Ensure compliance with internal policies, regulatory requirements, and governance standards.

Drive continuous improvement initiatives to enhance operational effectiveness.

Act as a key liaison between the Agency Distribution team and corporate functions, including Operations, Technology, Finance, Compliance, Risk, Marketing, and Human Resources.

Build strong partnerships with agency leaders to understand business needs and translate them into actionable initiatives.

Facilitate alignment and collaboration across multiple stakeholders to achieve business objectives.

Prepare and present business updates, project status reports, and strategic recommendations to senior management.

Requirements

Qualifications & Experience

Degree holder in Business Administration, Finance, Insurance, Management, or related disciplines.

At least 10 years of relevant experience in insurance, financial services, agency management, business planning, operations, consulting, or project management.

Solid understanding of life insurance agency distribution business and agency operations.

Proven track record in leading strategic projects, business transformation, or change management initiatives.

Experience in business planning, budgeting, performance management, and management reporting.

Exposure to agency administration, distribution management, or sales support functions is highly preferred.

Strong strategic thinking and business acumen.

Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Project and Operations Manager?
• What is your highest level of education?
• Which of the following Microsoft Office products are you experienced with?