Agency Manager

Updated:
Jun 29, 2025 - The Agency Manager develops and executes partner segmentation strategies, implementing awareness and demand generation programs with global agency partners. This position creates co-marketing plans with top agency partners and ensures successful execution by collaborating with internal teams and external contractors. Campaign performance is tracked, results are shared with partners, and continuous improvements are made by adjusting strategies to meet goals and reporting performance to management.

Job Summary:

• Be the single, central point of contact for the business to coordinate all matters relating to Agency Management.
• Manage the Due Diligence process, ensuring compliance with internal standards and external regulatory requirements.
• Coordinate the onboarding of new Brokers, appointed representatives, and sub-agents.
• Manage the termination of Agency relationships following appropriate sign-off from senior management.
• Manage the business development process for approval of new agencies
• Manage the due diligence/quality assurance exercise safeguarding high-quality standards and compliance with internal guidelines
• Take responsibility for considering external regulatory requirements
• Support the decision-making process for onboarding new brokers
• Manage and oversee the performance of agreements with agencies
• Liaise with Senior Management and the Risk Committee to ensure adherence to agreed SLAs.
• Liaise with IT to ensure Broker records are up to date on Policy Administration Systems.

Skills on Resume:

• Agency Management Coordination (Soft Skills)
• Due Diligence Process Management (Hard Skills)
• Broker Onboarding (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Performance Oversight (Soft Skills)
• Policy Administration Systems Management (Hard Skills)
• Business Development (Soft Skills)

Job Summary:

• Identify and recruit Potential Agents regularly.
• Manage the Agents Team and track the Activation of Agents regularly.
• Train and motivate the agents/advisors and ensure their productivity.
• With the help of seniors, providing them training with regards
• Coordinate and plan with them at every stage to enhance the business of the company.
• Visiting customers along with the team.
• Understand the needs of the client/customer and provide information about the product that is suitable for him/her.
• Set monthly agency goals and measure results vs. goals.
• Build and maintain strong customer relationships by providing excellent customer service.
• Identify performance improvement areas and provide recommendations.
• Communicate agency performance levels including areas of concern to management.

Skills on Resume:

• Agent Recruitment (Soft Skills)
• Team Management (Soft Skills)
• Agent Training and Motivation (Soft Skills)
• Business Coordination (Soft Skills)
• Client Needs Analysis (Soft Skills)
• Goal Setting and Performance Measurement (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Performance Analysis and Reporting (Hard Skills)

Job Summary:

• Review and analyze all aspects of incoming Group agency contracts
• Report on any regulatory updates relevant to agency contracts and implement into contracts
• Provide advice and solutions to colleagues to address technical referrals
• Build strong relationships with stakeholders (both internally and externally)
• Ensure documentation, records, and systems are accurate and updated where required
• Assist managers with MI and wider data
• Develop action plans for improving agency performance.
• Build long-term relationships with new and existing customers
• Communication and negotiation skills and ability to build rapport.
• Be the first point of contact for local agency teams to communicate awareness of policies and procedures and adherence to the Group agency framework structure (once implemented)

Skills on Resume:

• Contract Analysis (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Technical Solutions (Soft Skills)
• Stakeholder Relations (Soft Skills)
• Records Management (Hard Skills)
• MI Support (Hard Skills)
• Performance Improvement (Soft Skills)
• Negotiation (Soft Skills)