Senior Manager - Agency Strategy & Operations

Hong Kong Job Consulting; Hong Kong; On-site; HKD 1,339,000 - 2,009,000; Full time

Job summary

Hong Kong Job Consulting seeks a Senior Manager to lead Agency Strategy & Operations for a foreign-based insurance group in Hong Kong. You will design and execute the agency strategy to drive sustainable growth, productivity, and professionalism across the distribution force.

Lead a team, partner with senior leaders, govern agency programs, and shape medium- to long-term plans with data‑driven decision making and cross‑functional collaboration.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing or related discipline (Master’s preferred).
• 8–12 years in insurance/financial services or distribution management.
• Experience in strategy, business planning, or operations roles (3–5+ years).
• Exposure to agency/intermediary distribution or sales management preferred.

Responsibilities

• Formulate medium- to long-term agency strategy and projects.
• Translate priorities into initiatives, roadmaps and plans with measurable outcomes.
• Lead market and performance analyses and generate insights for action.
• Coordinate annual and quarterly business planning for the agency channel.
• Lead cross-functional projects with stakeholder alignment and governance.

Skills

Strategic thinking

Project management

Leadership

Education

Bachelor's degree

Master's degree

Tools

Excel

PowerPoint

Data visualization tools

Job description

Senior Manager - Agency Strategy & Operations

A foreign-based Insurance Company is looking for a high-calibre Agency Strategist to drive Distribution Strategies for Agency Planning & Operations Unit, reporting to the Chief Agency Officer to design, operationalize, and continuously improve the agency strategy, ensuring sustainable growth, productivity, and professionalism across the distribution force.

Responsibilities

Strategy Design and Execution

• Support the Chief Agency Officer to formulate medium‑ to long‑term agency strategy and projects, including growth, productivity, segmentation, and capability‑building plans.
• Translate strategic priorities into clear initiatives, roadmaps, and implementation plans with measurable outcomes.
• Lead market and performance analysis (production, productivity, recruitment, activity, persistency, etc.) to generate insights and recommendations.
• Coordinate annual and quarterly business planning processes for the agency channel.

Agency Operations and Governance

• Design and refine agency operating models, processes, and guidelines to ensure efficient, compliant and consistent execution in the field.
• Monitor key agency KPIs and dashboards, proactively identify performance gaps, and work with stakeholders to drive corrective actions.
• Strengthen governance on agency programs, incentives, contests, and campaigns, ensuring alignment with company policies and regulatory requirements.
• Drive continuous process improvement to simplify front‑line experience and enhance ease of doing business for agency leaders and agents.
• Overseeing the management and maintenance of agency office premises
• Support CAO on cost control initiatives, optimize operational expenses, and implement strategies to improve overall operational efficiency

Cross‑Functional Collaboration

• Act as a central liaison between Agency and functions such as Distribution Operations, Product, Marketing, Finance, Risk, Compliance, IT and HR.
• Lead and coordinate cross‑functional projects that support agency growth, digital adoption, and customer experience.
• Ensure timely communication, alignment and stakeholder buy‑in on key agency initiatives, changes and priorities.
• Lead, coach and develop a team of 6 staff, setting clear goals, providing regular feedback and fostering a high‑performance, collaborative culture.
• Allocate resources effectively across strategic projects and BAU tasks, balancing priorities and timelines

Requirements

• Bachelor’s degree in Business, Finance, Marketing or related discipline; Master’s degree is an advantage.
• 8–12 years’ experience in insurance, financial services, or distribution management, with at least 3–5 years in strategy, business planning, or operations roles.
• Solid exposure to agency / intermediary distribution or sales management preferred.
• Proven track record in leading projects, driving change, and delivering measurable business results.
• Experience managing a small team, including coaching and performance management.
• Strong strategic thinking and structured problem‑solving skills, able to turn data and insights into pragmatic action plans.
• Excellent project management skills, with the ability to manage multiple initiatives and deadlines.
• Strong business and financial acumen, including understanding of P&L drivers and agency KPIs.
• Advanced Excel and PowerPoint skills; familiarity with data visualization tools is an advantage.
• Excellent communication and influencing skills, able to work effectively with senior leaders and diverse functional partners.
• High level of integrity, attention to detail and commitment to quality.

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