Business Operations Manager
hace 4 semanas
This role will support the Regional VP of IDP in driving business plans, executing projects, and managing strategies for the Agency channel in LATAM. Key focus areas include standardizing processes, managing programs like Cornerstone, enhancing the CRM, and building an onboarding process. The role will also involve creating agency planning tools, developing presentations, and driving new dashboards and analytics to the agency team.
Key Responsibilities:
- Support and manage agency initiatives to drive operational efficiencies across the region, working closely with the regional agency analytics lead to develop new processes.
- Help develop a regional training calendar and drive training best practices to countries in the region.
- Support building agendas for meetings, quarterly calls, and annual agency team meetings, as well as assist in developing the agency mission and value proposition.
- Lead the development of the agency predictive analytics tool to identify market opportunities.
- Support building a world-class CRM for the agency and incorporate new processes and strategies to drive efficiency and effectiveness in field sales.
- Work with the Dynamics team to develop and improve APM CRM dashboards within the CRM tool, ensuring ease of use and driving adoption.
- Support LATAM with product line and agency incentives management to drive production and recognition, and work with local agency heads and analytics leaders to streamline and adjust the KAM Incentive.
- Support market research to determine potential market opportunities.
- Support top-line and bottom-line financial performance through day-to-day monitoring, operational improvements, and collaboration across underwriting, distribution, and service functions.
- Support the development and implementation of strategic business plans to achieve production and profitable growth.
- Continuously monitor and evaluate the effectiveness of Chubb's sales operations to ensure the proper tools are in place to operate effectively.
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