Manager, Agency Strategy & Planning

Responsibilities

• Develop and manage agency-wide budgets and project related expenses
• Monitor and track budget allocations; ensure compliance with financial targets
• Maintain accurate accrual records and handle financial reporting
• Calculate, validate, and implement agent commissions, bonuses, and compensation payables/receivables
• Conduct detailed financial analysis to identify trends, opportunities, and areas for improvement
• Generate regular reports to provide insights into budget utilization, performance, and financial health
• Collaborate with strategy/planning teams to support development and execution of agency-wide strategies
• Assist in preparation of financial forecasts and long-term financial planning aligned with strategic goals
• Contribute to identifying opportunities for process improvements and operational efficiency
• Support ad-hoc projects, campaigns, and reports related to agency strategy and planning
• Prepare the monthly business review and quarterly businesses review report for senior management review
• Develop and maintain data-driven reports and dashboards (e.g. using tools like Power BI) to track key performance indicators
• Prepare executive-level reports and presentations for management, summarizing insights, findings, recommendations
• Lead strategy or planning related projects, ensuring timely and budget-compliant delivery
• Work with cross-functional teams (e.g. agency distribution, finance, compliance, operations) to gather data, align strategies, and coordinate execution
• Communicate insights, recommendations, and strategy updates effectively to stakeholders and management

Job Requirements:

Required Qualifications & Skills

• Bachelor’s degree in finance, accounting, business administration, economics, or a related field
• LCCI Level II or ACCA or equivalent is highly desirable
• Minimum 5 years of working experience in strategic planning or management
• Experience in financial analysis and control roles within the insurance or financial services industry
• Strong understanding of insurance industry financial practices and regulations preferred
• Solid experience as a data cruncher with proficient skills in Excel, PowerPoint and Microsoft Office
• Excellent analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work independently and collaboratively in teams
• Attention to detail, high accuracy, and strong data governance mindset
• Proficiency in other data analysis and visualization tools such as Power BI and Tableau

Working Time:

9:00 AM ~ 5:00 PM

Monday ~ Friday

Saturday & Sunday closed

Job Benefits:

Employer details:

Industry Leading Health Insurance Company

Salary:

Negotiable

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