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The Agency Planning Executive supports Sales and related functions through project management support, data analysis, market research, and operational coordination. It is expected to support the planning, monitoring, and reporting of projects and performance initiatives within the Life Insurance business. The role focuses on tracking KPIs, controlling channel budget, coordinating with stakeholders, and providing insights to improve operational efficiency, governance, and strategic decision-making.

Data Analysis & Reporting

• Collect, consolidate, and analyze data from multiple internal reports to support requests from the Sales team.
• Prepare basic analyses, summaries, and presentations to highlight trends and key observations.
• Support the preparation and maintenance of recurring reports, ensuring accuracy and consistency of data.

Market Research & Business Support

• Conduct desk research on market trends, competitor activity, and agency-related developments.
• Organize and summarize research findings to support strategic discussions and planning exercises.
• Assist in translating data and research into practical business insights under guidance from senior team members.

Business Operations & Cross-functional Coordination

• Support day-to-day business operations through coordination with Sales, Agency, Operations, and other relevant teams.
• Assist in preparing meeting materials, internal documentation, and basic operational reports.
• Gain exposure to cross-functional workflows and contribute to smooth execution of business activities.
• Proper budget control (Plan activities within allocated budget, Follow expense approval process, Report expected over-spending in advance, Support department heads in cost control efforts)

Business Model Understanding & Agency Initiatives Support 

• Develop an understanding of the Agency channel business model and participate in the end-to-end workflow of initiatives designed to motivate agents and agency leaders, including planning, execution, monitoring, and post-implementation review.

Team Support & Event Coordination

• Support the planning and execution of internal and external events, including those involving agents and agency leaders.
• Assist with logistical arrangements such as scheduling, participant coordination, and on-site support.
• Work closely with team members to ensure events are delivered smoothly and professionally.

Project Management Support

• Support the planning, coordination, and tracking of Agency-related strategic projects and initiatives.
• Monitor project timelines, deliverables, and action items, and follow up with stakeholders to ensure timely completion.
• Prepare project documentation, meeting materials, progress reports, and management updates.
• Coordinate with cross-functional teams to facilitate smooth communication and execution of project activities.
• Consolidate project status updates, identify implementation issues, and escalate risks to supervisors when necessary.
• Support user testing, rollout activities, and post-implementation reviews for new initiatives and system enhancements.
• Assist in organizing project meetings, documenting key discussions, and tracking follow-up actions.
• Support continuous improvement initiatives by collecting feedback, analyzing findings, and recommending practical solutions.

• Bachelor’s degree in business administration, Management, Finance, Insurance, Economics, Accounting or any related field.
• Minimum of 1-2 years of experience in financial analysis, business planning, project management, or a similar role. (Experienced in Life Insurance Business is an advantage)

• Excellent organizational and time management skills, capable of handling multiple tasks and meeting deadlines.

• Strong communication and presentation skills, enabling effective collaboration with cross-functional teams.

• Advanced proficiency in Microsoft Office applications (Excel, PowerPoint, etc.) and experience with Power BI and other data visualization platforms, with the ability to conduct advanced analyses and identify actionable insights.

• Proficiency in written and spoken English.