Agency Manager Resume Samples

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L Skiles

Leonardo

Skiles

892 Miguel Valley

Chicago

+1 (555) 321 6414

892 Miguel Valley

Chicago

Phone

p +1 (555) 321 6414

Experience Experience

New York, NY

Assistant Agency Manager

New York, NY

Fisher-Kuvalis

New York, NY

Assistant Agency Manager

Review monthly reports; i.e., expirations, claims, follow-up, cancellations, etc. to be sure all work is being performed and no policies are overlooked
Arrange vacation schedules, training days, etc., to be sure agency is adequately staffed at all times
Act as mediator for personnel problems or problems with clients, companies, underwriters, etc
Perform annual and semi-annual reviews for staff members and make recommendations for performance ratings, salary changes, promotions, terminations, and staffing
Service personal or commercial accounts assigned
Supervise personal lines, commercial lines, and administrative staff of local agency in setting and reaching goals for sales and service to new and existing clients
Oversee administrative functions such as company accounts, reconciliation of differences, collection activities, purchase of supplies, furniture and fixtures to control expenses, and maintenance and updating of computer systems

Philadelphia, PA

Agency Manager

Philadelphia, PA

Hoppe, Yundt and Stanton

Philadelphia, PA

Agency Manager

Develop marketing plans and assist Agents in developing sales goals and action plans
Develop, optimize and execute customer plans in accordance with strategies and objectives of Colgate’s Customer Development organization
Manage the development, maintenance and execution of customer plans with the Broker HUB and Business Managers
Develop marketing plans and assist agents in developing sales goals and action plans
Provide feedback to management and other areas of the business on portfolio quality
Timely sharing of performance analysis with respective Location Manager at the month end
Develop and maintain a positive working environment for team members

present

Los Angeles, CA

Transfer Agency Manager

Los Angeles, CA

Hilpert Group

present

Los Angeles, CA

Transfer Agency Manager

present

Manage team performance through performance apprasial process
Management of the daily workflow within the team to ensure all work is completed in accordance with client SLA`s and internal Citi policies and procedures
Manage the collation of all escalation & query logging, providing regular analysis on volumes and trends
Manage and develop the team
Demonstrate personal responsibility for escalating and resolving concerns/incidents in line with TA Escalation Guidelines and TA Incident Escalation and Management process
The manager and the team work collaboratively with other teams both inside and outside the Transfer Agency to provide a seamless, end to end delivery to the client, and to successfully achieve the strategic goals for the business
Provide local BNYM representation to the Client presenting a professional approach at all times and ensuring that risks to both BNYM and the Client are minimised

Education Education

Bachelor’s Degree in Marketing

University of Southern California

Bachelor’s Degree in Marketing

Skills Skills

Computer skills with a strong knowledge of MS Office
Strong knowledge on agency audit & control areas
Strong analytical skills
Ability to develop and effectively communicate strategic and tactical plans leading to an efficient and effective outsourcing operation
Should have ability to work as a team player and also belief in collaborative work culture
Advanced knowledge of BPO relationships, Call centers, Collections and Vendors
Ability to develop, track, trend and analyze Performance metrics, Costs and Benefits
Strong communication and sound interpersonal skills
Ability to drive field agency team in achieving defined targets
Capable of handling delinquent accounts through field visits and telephonic negotiation

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Transfer Agency Manager Resume Examples & Samples

Monitor the collection and receipt of all KYC / AML for investors and ensure inline with regulatory requirements
Assist with new fund set-up within the company (including funds transferring from other administrators)
Assist with client presentations / new business
Liaise closely with compliance regarding anti money laundering and Know your customer requirements
Manage the filing and archiving of KYC documentation
Coordinate and drive any IT updates or developments to TA related systems for the location (incl testing)
Continue to develop automation solutions for TA processing
Monitor and review the use of NTAS within the location and ensuring best policies and procedures are being followed
Liaise with other locations within Fund Services to ensure similar controls and procedures are being implemented for transfer agency
Provide training to staff on transfer agency issues (incl NTAS)
Maintain and update procedures / checklists when applicable
Monitor and maintain the investor registers for a set of funds
Assist with the year end audit process
Preparing and authorizing payment/fund transfers as required
Ensure the UBS policies and procedures for transfer agency and anti-money laundering are adhered to
Represent the location in global cross location projects relating to TA
Manage and develop the team
Manage team morale
Manage team performance through performance apprasial process
Manage team communication process by ensuring adequate communication processes are place to address employee needs

Agency Manager Resume Examples & Samples

Ensuring that business objectives on all the parameters i.e. Performance (Pof, Res%, Norm% & Rb%) Process & Compliance (FM scores and HRD, SLA adherence etc.) are met
Planning agency head count in line with Business Cape management
Ensuring compliance with existing Business policy, Collections processes and procedures
Should have the strong analytical capabilities to project the portfolio better
Timely update of SVCL for agencies & close looping with proprietor to close the gap if any
Identification & Resolution of customer escalated issues and appropriate flagging as per compliance procedures
Should be strong in documentation process both at vendor location and at own GE desktop. Qualifications/Requirements: Candidate should have a Bachelors/Post graduate degree in any stream with minimum 2-3 year of expertise in handling outsourced vendors. Experience of agency management would be an added advantage
Advanced working knowledge of Microsoft applications - Excel, Word, PPT
Interpersonal & Communication Skills Additional Eligibility Qualifications: Desired Characteristics: Collection Experience Good Communication Skills People Management Skills Customer Management Skills People Centricity Skills

Agency Manager Resume Examples & Samples

Ensuring that business objectives on all the parameters i.e.OP targets,Compliance (FM scores and HRD, SLA adherence etc) are met
Being Compliant to Business policy, Collections processes and procedures adherence at agency level
Monitoring agency & FOS level productivity and constantly improving their performance by regular training and Coaching
Conducting SVCL & close looping with proprietor on opportunity areas
Ensuring usage of technology to drive performance metrics for respective agency
Timely sharing of performance analysis with respective Location Manager at the month end
Solve complex customer escalation issues and raise alarms appropriately as per compliance procedures
FOS capacity management basis volume estimation
Ability to give key inputs in designing the agency payouts in line with the business P & L and COC model
Working knowledge of Microsoft applications - Excel, Word, PPT
Effective Team Management

Assistant Agency Manager Resume Examples & Samples

Assist Agency Executive in monitoring and meeting plan goals in both income and expenses. Provide reports and information needed by administration to monitor agency progress monthly
Supervise personal lines, commercial lines, and administrative staff of local agency in setting and reaching goals for sales and service to new and existing clients
Maintain sound efficient procedures to coordinate work assignments between staff members in both personal lines and commercial lines and assure training is adequate for the job to be performed satisfactorily to the standards we require
Assure that all continuing education and licensing requirements are met by each associate for the year and maintain the three-year documentation required by N.C. Department of Insurance, coordinate classes, registration, etc., so work flow can proceed with associates out of the office for training
Monitor Internal-Controls Report for local agency as required by Administration and Audit Departments to assure proper procedures and eliminate E&O exposures
Perform annual and semi-annual reviews for staff members and make recommendations for performance ratings, salary changes, promotions, terminations, and staffing
Review monthly reports; i.e., expirations, claims, follow-up, cancellations, etc. to be sure all work is being performed and no policies are overlooked
Arrange vacation schedules, training days, etc., to be sure agency is adequately staffed at all times
Service personal or commercial accounts assigned
Act as mediator for personnel problems or problems with clients, companies, underwriters, etc
Oversee administrative functions such as company accounts, reconciliation of differences, collection activities, purchase of supplies, furniture and fixtures to control expenses, and maintenance and updating of computer systems
Maintain all manuals issued for BB&T; i.e., Human Resources, Disaster Recovery, Security, etc
Assume additional duties at direction of Agency Executive
Five years supervisory experience
Three years of relevant industry experience
Appropriate Insurance licenses
Demonstrated proficiency of basic computer applications, such as Microsoft Office products
Knowledge of BB&T Insurance's automation system or ability to learn quickly

Agency Manager Resume Examples & Samples

Prior experience in Field collection & Vendor Management
Knowledge of Vision+ screens
Clear understanding of Cycle wise closing metrics
Advanced working knowledge of Microsoft office applications

Agency Manager Resume Examples & Samples

Ensuring that business objectives on all the parameters i.e. OP targets, Compliance (FM scores and HRD, SLA adherence etc.) are met
Driving agency performance against Goals & ensuring regular review and feedback sessions with field team to identify opportunity areas & work on the same
Ability to continuously innovate and excel to develop new processes and improvise the existing processes for enhancing the current business productivity
Ability to design agency pay-outs in line with the business P & L and COC model
Ensuring timely audit of vendor processes and documents for respective agencies. Responsible for education, awareness and adherence to code of conduct
Timely update of SVCL for agencies & close looping with agency managers/proprietor on opportunity areas
Ensuring timely pay-out of vendor bills/provisions for respective agencies
Documentation of key areas & storing relevant base data at GE desktop

Agency Manager Resume Examples & Samples

Ensuring and executing all collections activities in conformance to existing company policies and guidelines
The Candidate will have to manage Field, Pickup and flexi collection model
Ensuring capacity, production and performance parameters of the assigned agencies are met consistently
Ensuring adherence to Citigroup service standards as well as compliance to all regulatory and internal compliance requirements
Ensuring customer disputes are appropriately handled and cleared
Detect possible fraud at an early stage and endorse accounts for further investigation
Provide feedback to management and other areas of the business on portfolio quality
Ensuring accurate billing and control on costs at the agencies
Formulating strategies and utilization/deployment of available resources to achieve organizational business objectives
Supervising the team for managing high value/delinquent cases
Follow up on delinquent accounts assigned and ensure early resolution
Maintain audit, compliance and control standards as per the requirements of the Bank
Incumbent need to have 6+ years of prior collections experience with at least 3-4 years in Collections of Banking Products/Cards
Incumbent needs to have good communication skills, leadership and people skills, analytical skills, vendor relationship skills and have a high level of integrity

Agency Manager Resume Examples & Samples

The Candidate will have to manage Field Collections , Pickup and flexi collection processes
Ensuring capacity, production and performance requirements of an agency are met consistently
Ensure satisfactory rating in all agency audits

Agency Manager Resume Examples & Samples

Deliver on Strike Rate, Resolution, Normalization & Roll Back, Recovery numbers as per assigned targets
Timely and 100% allocation of referred accounts to field vendor
Secure transmission of data to vendors .Deliver on FM Score and 100% SVCL Coverage
Timely training and DRA certification of field executives to meet RBI guidelines
Communication Skills - Resourcefulness - Vendor Management - Planning and Organising - Negotiation Skills - Computer skills with a strong knowledge of MS Office. - Initiative taking and willingness to stretch - Working in teams

Agency Manager Resume Examples & Samples

Coordinate with Agency Performance Manager to establish collections agency KPIs and performance metrics, create champion/challenger programs and ensure delivery in line with contractual obligations
Bachelor’s degree or a High School diploma/GED and a minimum of 3-5 years’ experience in legal, financial services, collections, customer service, outbound calling, or call center or equivalent military experience
PC proficiency (Microsoft Suite, including: Word, Excel, PowerPoint, and Outlook) or comparable software application
Fluent in Hindi
Excellent organizational, follow-up, analytical and problem solving skills
Ability to analyze data quickly to identify root cause and drive changes as needed to improve customer experience and reduce cost
Business acumen understanding multiple processes and how those processes impact other teams and departments
Ability to manage and influence up and laterally to ensure business deliverables are met
Multitask and manage multiple projects
Flexible interaction style to interact with multiple teams in different geographical locations

Agency Manager Resume Examples & Samples

Reporting to the Chief Agency Sales Officer, the incumbent will be responsible to recruit, develop and provide on-going supervision to insurance sales personnel for the company in order to achieve the company’s business objectives
Recruit quality insurance sales people
Provide necessary training, coaching and supervision to ensure success of insurance sales people
Build, manage and supervise own sales team to deliver sales target of the company
Build new relationships and strengthen existing client relationships
Oversee and organize team activities to ensure cohesiveness of team and productivity of team members
Develop and maintain a positive working environment for team members
Bachelor degree in Marketing, Business, Finance or related field is preferred
Proven track record in sales management and people management a definite advantage
Knowledge of insurance product in particular and the financial services industry in general
A vested interest in keeping abreast of the industry and market trends
Strong analytical, inter-personal, communication (verbal and written) and business development/sales skills
Sales focus, results driven, relationship building, professional maturity, teamwork and self-confidence
Strong networking skills

Agency Manager Resume Examples & Samples

Field Collection Agency Management
2-4 years in unsecured product collections
Strong communication and sound interpersonal skills
Ability to drive field agency team in achieving defined targets
Capable of handling delinquent accounts through field visits and telephonic negotiation
Should have a belief in customer centric approach while collecting , ability to understand in maintaining fine balance in securing company assets along with client experience
Strong knowledge on agency audit & control areas
Should be aware of Collections regulatory requirements and BCSBI guidelines
Should have ability to work as a team player and also belief in collaborative work culture

Agency Manager Resume Examples & Samples

Education Level: Bachelor's Degree
Primary Location: Pune/Mumbai
Job Category: Operations Credit Ops
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel: No
Salary Grade: C9/C10
Relocation: No
Office Location/Address: Pune & Mumbai

Transfer Agency Manager Resume Examples & Samples

Completing a good order review of shareholder and distributor financial and non financial instructions to ensure compliance with prospectus, regulatory and Citi requirements
Managing all queries received from shareholders and distributors via dedicated e-mail and telephone lines
Managing all outgoing correspondence with shareholders and distributors
Managing the TA relationship with the Fund Manager
Provide periodic reporting of shareholder trading activity to the Fund Managers
Management of the daily workflow within the team to ensure all work is completed in accordance with client SLA`s and internal Citi policies and procedures
Ensure the team operates effectively within the TA and Fund Operations structure, building strong working relationships
Ensure the team maintains up to date, written procedures for all of the team`s responsibilities and actively monitor that these are adhered to
Play a lead role in formulating new procedures and controls for existing and new business including implementation of approved procedures in a controlled manner within the Investor Services team
Ensure the staff levels within the team are adequate to meet the team`s responsibilities, effectively managing annual leave, cross training requirements and recruitment, escalating any resource issues
Build trusted working relationships with the TA clients serviced within the team, which includes active participation in client meetings
Play an active role in the on boarding of new clients and in the development of new products and initiatives for existing clients
Manage and mentor your direct reports, actively engaging with them through team and individual meetings and the staff performance process
Achievement of monthly KPIs
Effective organisation skills
The ability to work independently with minimal supervision
Good attention to detail with high levels of accuracy and the ability to instil this culture with a team
The ability to make decisions quickly and with authority within their realm of responsibility
The ability to adhere to established procedures but also to think proactively and to communicate suggested procedural changes
The ability to foster a good team spirit
Effective interpersonal skills and the ability to adapt these to work with both external and internal clients
The ability to work in a changing environment and demonstrate flexibility
The ability to work to deadlines
The ability to deputise for the manager as required

Agency Manager Resume Examples & Samples

Supervising the team for managing high value /delinquent cases
Experience: Incumbent need to have 4+ years of prior collections experience with at least 2-3 years in Collections of Banking Products/ Cards
Skills: Incumbent needs to have good communication skills, leadership and people skills, analytical skills, vendor relationship skills and have a high level of integrity

Multicultural Agency Manager Resume Examples & Samples

Bachelor’s degree in marketing or communications.　
5+ years of experience in marketing activities, preferably working with or for a multicultural advertising agency focusing on the Hispanic and/or Asian segment
Fluent in English and Spanish required
Proven writing/editing skills across multiple media including print, video, social and web 　
Proficient computer skills, Microsoft Office applications (specifically Word and PowerPoint) 　
Ability to proactively consult with internal customers, business line and/or project leaders 　
Strong organizational and project management skills 　
Creative thinker with a strong attention to detail 　
Ability to work independently or as part of a project team 　
Strong planning and time management skills 　
Ability to adapt in a fast-paced environment

Internal Agency Manager Resume Examples & Samples

Strategic branding and plan development, with focus on integrated marketing campaigns tied back to brand objective and goals for both internal and external clients
Manage the day to day operations of the internal agency, integrated marketing team, and oversee all integrated marketing projects from tip to tail
Adhere to strong brand, budget, resource, and business goal controls to ensure marketing work is aligned with business goals and brand strategy
Ensure work is within scope across agencies and manage SLAs
Responsible for ensuring advertising media spend (across channel) is aligned with campaign objectives
Meet regularly with clients to ensure satisfaction of deliverables, projects, and identify new campaign needs
Management of marketing integration workflow including the development of an advertising strategy, creative SOW, brief, budget, goals and metrics
Demonstrate leadership with the ability to unite and drive teams to deliver
Create and maintain strong working relationships with region and marketing leaders

Independent Agency Manager Resume Examples & Samples

5+ years business experience in a sales territory or sales leadership role
Insurance experience highly preferred, specifically within the Independent Agency channel
4 year college degree required. MBA and or industry certification preferred (CPCU, CHFC/CLU)
Demonstrated success in leading a sales territory with validated referrals
Strong organization skills - ability to manage priorities across multiple disciplines while still making sure to hit call targets and agency service expectations
Business planning skills – revenue planning, sales and marketing, hiring and talent management
Strong communication and presentation skills – having effective conversations with business owners
Analytical skills – ability to assemble information, analyze data and deliver insights
Technology skills – learns key agency tools and how best to incorporate Allstate technology, including: comparative raters, agency management systems
Salesforce.com skills – ability to utilize salesforce.com to manage territory, agencies and calls/visitations
Recruiting skills – ability to prospect, make effective sales pitches and close new agency deals
Strong problem solving work ethic – relentless at pursuing and solving agency problems
Excellent collaborator – works well with team. Can influence team members and agency partners to drive initiatives and achieve buy-in
Strong industry acumen – understand IA marketplace, industry associations and interworking of an IA agency
Motivation and engagement skills – drives enthusiasm, optimism and excitement internal and with agents
Ability to thrive in changing environment – ability to openly support and embrace change. Show flexibility and open-mindedness when priorities and goals change
Extensive travel required (50-75%) - depending on territory/market and designated call schedule
P&C Licensed in state of residence

Agency Manager Resume Examples & Samples

Communicate and interpret all Colgate initiatives and strategies to enhance growth and business performance. Translate Colgate objectives into specific customer strategies
Achieve share, volume and financial objectives through effective execution of Colgate strategies and successful management of the Agency
Customer P&L responsibility and financial ownership through monthly disciplines and return on investment mindset
Develop, optimize and execute customer plans in accordance with strategies and objectives of Colgate’s Customer Development organization
Drive joint business planning and customer collaboration through effective customer and Agency relationships and penetration
5P management
Deliver on-going coaching & feedback to the Agency as well as deliver formal annual and mid performance reviews and serve as role model for Colgate’s Managing With Respect values
Utilize Agency and Colgate Category Management resources/processes to positively impact the 5P’s and provide added-value to the customer
Manage the development, maintenance and execution of customer plans with the Broker HUB and Business Managers
Manage monthly disciplines: Plan Optimization, Share Review, return on investment and Reconciliation
Provide monthly communication and updates to the retail teams on customer retail / merchandising initiatives. Actively participate in retail meetings
Hold Agency personnel accountable for all objectives and goals, including development of customer presentations and analytics
Lead development of long lead, joint, "win-win" business plans (baseline and promotions) covering sales, volume, and profitability at PPG/SKU level, and incorporating customers' objectives and strategy
Develop action plans to close customer gaps and seek approval from Customer Development Team Leader/consensus meeting
Identify ongoing profitability implications of customer plans for customer, and Agency shares insights/ solutions with customers (when desirable)
Update Colgate Business Planner and customer plans to reflect changing retail and competitive environment
Develop customer investment strategy, consistent with Retail Environment Strategy, Brand Strategy and Shopper Insights utilizing all tools and Colgate Business Planner’s established process
Provide substantial input in translating bottom up brand plans into Customer/Colgate Business Planner targets
Lead the translation of top down customer targets into long lead bottom up customer plans, incorporating customer's objectives and creating joint, "win-win" customer plans to the Agency
Manage Agency for compliance of 5P activity execution against established agreements/objectives and track interim performance of 5P activities to identify shortfalls/potential upsides against established objectives
Agency to identify causes of 5P activities performance, both internal and external to Colgate for Plan Optimization
Develop and pre-evaluate corrective action plans for 5P activities; seek approval and execute as required
Resolve pricing issues when Hub requires assistance
Gain approval from customers to execute 5P activities for customers and attach the Deal Sheets to the events including any revisions
Oversee the Agency execution of the 5P strategy implementation within established commercial guidelines
Agency to collect information on the external environment (e.g. competitor activity) during the promotion period
Agency to conduct post evaluation analysis based on activity details and compare results with pre-evaluation analysis, reconcile any potential differences
Agency to identify insights from post evaluation analyses and incorporate learning into future customer/retail environment strategy
Ensure Agency’s systematic post evaluation of 5P activities and develop detailed understanding of the effectiveness of different investment levers
8+ years of Consumer Product Goods experience required
At least 2 years of key customer account experience required
Experience utilizing Colgate Business Planning reporting and planning system OR customer planning software required
Microsoft suite including high level knowledge of Excel, PowerPoint and Word required
Ability to travel approximately 50-75% of your time required

Transfer Agency Manager Resume Examples & Samples

To actively manage and develop the day to day relationships, maintaining regular contact with the Client , acting as liaison with clients and operational areas, this will include but not be restricted to
Liaise with clients, investors, trustees, auditors, third parties and other departments on operational and administrative issues to ensure client expectations are met and any queries/ concerns / issues are identified, tracked and resolved
Co-ordinate resolution of issues acting as the central point of contact for problem definitions, actions required, timelines, resource and delivery
Provide effective reporting, both internally and externally covering KPIs, issues logs etc including the collation, validation analysis and presentation of information
Communication of issues and service failures to management as required
Monitor activity and departmental processes to ensure adherence to service levels, procedures and regulatory requirements
Maintain accurate records regarding client issues and activity through the escalation or query logs
The accurate and timely preparation of the client monthly and ad-hoc invoices and their payment
Analyse key trend indicators and identifying steps available to the Company or the Client that would bring about improvements in efficiencies and quality levels
Manage production and dissemination of Key Performance Indicators (KPI) and ensure client engagement in the monthly review meetings
Support Manager of Service Delivery as directed
Manage day to day relationship primarily between BNYM and Client
Manage the collation of all escalation & query logging, providing regular analysis on volumes and trends
Manage communication of events and issues to client oversight/compliance team in accordance to documented escalation matrix and associated follow up/tracking
Deliver monthly KPI reporting & commentary to agreed turnaround
Oversee all regular and bespoke reporting in accordance to SLA
Support the Manager of Service Delivery / Senior Service Delivery Manager’s with all required business changes and development as defined by the Client and ensure that essential costings for such changes are both accurate and timely
Provide local BNYM representation to the Client presenting a professional approach at all times and ensuring that risks to both BNYM and the Client are minimised
Contribute to the provision of benchmarking data in order to project confidence in the service provided
Deliver all internal revenue reporting requirements
Negotiate locally to ensure outcome provides for client satisfaction and BNY financial requirements
Demonstrate the shared values of the organisation (Client Focus, Trust, Teamwork and Outperformance) and the application of TCF
Demonstrate personal responsibility for escalating and resolving concerns/incidents in line with TA Escalation Guidelines and TA Incident Escalation and Management process
Building Organisational Talent
Developing Partnerships
Driving Execution
Operational Decision Making
Global Acumen
Min. 5-8 years of Client Service or Trade Agency experience/ Service Delivery background
A good understanding of the investment operations including business processing and regulatory activities
Ability to work to tight deadlines and manage time effectively
Flexible and adaptable and promotes change effectively
Effective management and record keeping of invoices & rate card impacts
Recognition of opportunities for new service costs
Maintains own project hours & other chargeable events
Strong desire for excellent with a conscientious approach
Proactive nature
Well organised and focused in order to meet tight deadlines and client expectations
Effective team worker
Demonstrates flexibility
Demonstrates a strong client service ethic
Highly developed interpersonal and communications skills
Ability to operate across functional and divisional boundaries, including at senior level

Agency Manager Resume Examples & Samples

Meet Agent retention goals and net Agent growth goals
Develop marketing plans and assist Agents in developing sales goals and action plans
Promote Multi-Line sales through our Agent network and Specialists
College degree or 5+ years of equivalent experience required
Insurance or Financial Services sales (Preferred)
Licensed in all product lines (Preferred)
Previous management experience (Preferred)
LUTCF, CLU, ChFC, LLIF, CPCU industry designations (Preferred)

Assistant Agency Manager Resume Examples & Samples

College degree (Business or Marketing preferred) or equivalent plus 3 years relevant experience required. Insurance/financial service and sales or related experience preferred
Licensed in all product lines preferred
FINRA Registered Representative and Principal, Series 6, 26 & 63 preferred
A valid driver’s license and satisfactory Motor Vehicle Records required
Ability to travel a minimum of 60% of the time locally, as well as overnight required

State Agency Manager Resume Examples & Samples

Work cooperatively and courteously with others
Continually develop new business by consistently submitting new agent applications
Cultivate existing agent relationships to significantly increase share of business remitted to NATIC
Update CRM records to reflect the most up to date information possible. Information provided on new applications should be accurate and complete
Reporting and correspondence with all levels of management should be clear, concise, and accurate
Reporting deadlines, respect appointment/meeting times
Visit agent and prospective agent’s offices at least quarterly
Perform on-site agent visits and complete necessary reports to determine agent viability
Within an assigned state(s), manages agent relationships to maximize productivity and agency operation, securing and servicing agents and approved attorneys for the company
The State Agency Manager is accountable for the quality and competency of Independent Agents operation to develop and maintain business and promote a favorable Company image within the state
Gathers general information, pertinent to the operation(s)
High School Diploma or equivalent Required
Minimum of 5 years experience in overseeing an insurance agency operation
Title, Mortgage or other Financial service industry experience highly preferred
Strong experience in building relationships with internal and external customers
Advance experience in reviewing and approving agency contracts
Valid driver’s license and satisfactory driving record

Bancassurance Agency Manager Resume Examples & Samples

Quality, high standards and controls
Service Excellence
Implementing processes
Problem Solving skill
A Business related Degree from a recognized university
Knowledge of insurance business (claims management & underwriting), products and processes
Program office and/or project management experience
Experience of managing activity across the whole of a project lifecycle, using current technology, structured methods and a quality process
Exposure to governance, control and risk management
Proven ability to effectively work across teams
Ability to effectively work across teams

Agency Manager Resume Examples & Samples

Responsible for ensuring target achievement through the assigned partner/geographies
To provide a One-stop Sales & Service support to partner employees and their hierarchy
To maintain relations with the partner’s team and coach them to sell Cigna’s products. Resolve queries product and sales related queries
Knowledge center for bank sales team
To identify the execution gaps in selling Health Insurance through the partner teams and work with the Cigna sales hierarchy to ensure filling of the gaps for a more efficient & effective sales execution

Agency Manager Resume Examples & Samples

Meet agent retention goals and net agent growth goals
Develop marketing plans and assist agents in developing sales goals and action plans
Promote multi-line sales through our agent network and Specialists
Insurance or financial services sales experience (Preferred)

Agency Manager Resume Examples & Samples

Education: Graduate/MBA
Incumbent need to have 10+ years of prior collections experience with at least 5-6 years in Collections of retail banking products
Knowledge of the collections/recovery portfolio, preferably gained within a financial services environment
Excellent customer negotiation skills
Ability to innovate and conceptualize solutions based on MIS
PL and unsecured product

Agency Manager Flexi & Pickup Resume Examples & Samples

Managing the field Tele connector (Flexi & Pick up) team for AP to Support the Initial BKTs (1,2 & 3) to achieve Better CR% and in turn achieving Strategy Targets
Managing the Flexi and Pick up team at agency. This Includes Allocation of Flexi Visits and Taking feedback on the same
Ensuring that we achieve maximum CR% thru Field visits
Help on Tele-calling help on TCS allocated account to achieving Overall region’s number
Visiting Customers as and when required
Managing the agency in line with Citibank agency management policies
Ensure that the collections activity and Customer interaction by field team happens within the Parameter of Collections policy and all the processes are adhered to

Senior Agency Manager Resume Examples & Samples

Performance screening of all agents allotted and taking appropriate action as may be required from time to time
Needs to have spent at least 6-7 years in the agency function of an insurance company ( life, general or health ). Experience of having built a successful territory from scratch would be an added advantage
Minimum expected qualification – Graduation
Candidate needs excellent communication skills, perseverance, adaptability, goal orientation and willingness to learn

Agency Manager Resume Examples & Samples

Responsible for successful collection of outstanding revenue and manage within budget (individually – part of the book of business and collectively with the leadership team)
Advanced knowledge of BPO relationships, Call centers, Collections and Vendors
Ability to develop and effectively communicate strategic and tactical plans leading to an efficient and effective outsourcing operation
Supplier Relationships, Contract management and Negotiation skills
Ability to develop, track, trend and analyze Performance metrics, Costs and Benefits
Ability to communicate effectively across levels of an organization as well as external stakeholders and manage relationships across levels
4 year college degree in Business Administration, Finance, or equivalent experience, MBA Preferred
5+ years experience managing BPOs with multi-facility call centers
5+ years of collections or call centers experience
5+ years management and development experience
Continuous Improvement or Six Sigma experience desired
Strong analytics and business acumen desired

Transfer Agency Manager Resume Examples & Samples

The team maintains a strong working knowledge of TA and Funds and is able to manage all inquiries directly with minimal engagement with other functional teams. This includes training the team on any changes to the operating model
The team has the required level of customer services training and manages all communication professionally and effectively
Client and internal KPIs are consistently met and any negative trends are addressed timely and effectively
The number and nature of inquiries received is actively managed and the team influences investor and client behaviour by actively, promoting self-service
The manager and the team work collaboratively with other teams both inside and outside the Transfer Agency to provide a seamless, end to end delivery to the client, and to successfully achieve the strategic goals for the business
The delivery and performance from each individual within the team is managed through effective 121s and collectively through team huddles and meetings

Rating Agency Manager Resume Examples & Samples

Managing production and provision of data, such as capital and earnings models required to support the credit rating of the Group and its core operating subsidiaries
Manage organization of annual review meetings with credit rating agencies and coordinates production of supporting briefing/discussion material
Working closely with divisional teams to understand and communicate divisional rating agency positions and their impact on the Group’s consolidated position
Work closely with the appropriate internal stakeholders to provide insights and reports on the Group’s rating position
Contribute to the setting of capital targets in accordance with the Capital Management Policy and Internal Capital Adequacy and Assessment Process (ICAAP)
Undertaking analysis, benchmarking and reporting on QBE’s performance against rating agency non-financial criteria and proposes enhancements where necessary to ensure best outcome from rating reviews

Partner Agency Manager Resume Examples & Samples

Collaborates closely with key business partners to understand their priorities and challenges, and assess/manage expectations
Earns the business partner’s respect and serves as a Trusted Advisor
Plans and proposes strategies that best support the business, create efficiencies, and provide outstanding agency performance. Areas of focus include, securing top agency talent, maximizing ROI, and attaining KPIs
Partners with the business to eliminate maverick spend and lead process throughout workflow, to include LOA guidance, negotiation and execution
Stays current with industry, agency and technology trends
Manager will drive continuous optimization of the agencies with input on effective staffing plans, compensation structures, performance management measures and process
Implementing strategies to drive agency efficiencies, process and performance improvement and build foundations for trusted partnerships
Oversee management of business and financial issues (budget, annual scopes, staffing and annual contracts/addendums) and effectively developed to meet the needs of the business and aligned with business priorities and targets
Ensure operations are running smoothly and communications are effective. You will also be proactively identifying and implementing best practices and defining and measuring benchmarks for agency and client performance