Agency Manager Job Description

Agency Manager Job Description

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Agency manager provides insights and strong knowledge of the Financial Services industry, focusing on Insurance, with particular strength in Risk management and Compliance requirements.

Agency Manager Duties & Responsibilities

To write an effective agency manager job description, begin by listing detailed duties, responsibilities and expectations. We have included agency manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Ability to be innovative and excel to implement the change faster
Ensuring that business objectives on all the parameters OP targets,Compliance (FM scores and HRD, SLA adherence etc) are met
Ensuring that business objectives on all the parameters OP targets, Compliance (FM scores and HRD, SLA adherence ) are met
Ensuring timely audit of vendor processes and documents for respective agencies
Liaise with P3/4 steering committee as instructed by Director of Agency Operations
Implement TA vision and business strategies, while managing resources to efficiently meet business needs
Ensure a formal training process exists and is updated as needed
Design, communicate and implement new policies and procedures
Represent business unit in cross-functional forum/projects
Manage the identification and implementation of a “best practice” approach to procedures and workflow activities for functional area through routine process analysis

Agency Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Agency Manager

List any licenses or certifications required by the position: DRA, PMP, CMFAS, CRM, PGI, BCP, ISAE, ITIL, ISA, GTM

Education for Agency Manager

Typically a job would require a certain level of education.

Employers hiring for the agency manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Marketing, Business, Education, Finance, Management, Communication, Graduate, Business/Administration, Counseling Psychology, Social Work

Skills for Agency Manager

Desired skills for agency manager include:

Insurance product in particular and the financial services industry in general
MS Office
Microsoft applications - Excel
PPT
Word
Japanese online market
Ad serving and ad ops and management experience would be an advantage
Site tagging
Auto glass and insurance industry
Excel

Desired experience for agency manager includes:

Attention to detail – report writing and financial data
Passionate and knowledgeable about all media platforms
Minimum of 4 years customer service management/supervisory experience
Excellent written and verbal communication, interpersonal, organization and leadership skills
Strong management, follow through, and employee development skills
Strong Transfer Agent and business insight

Agency Manager Examples

1

Agency Manager Job Description

Job Description Example
Our growing company is looking for an agency manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for agency manager
  • Maintains an encompassing plan that allows for tracking at different work stream levels and deliverables providing insight into the projects status
  • Focuses on achieving project benefits and aligning teams with project goals
  • Logs risks and issues, creates mitigation plans, removes barriers to project execution
  • Works closely with software vendor, IT TA & FA operations, drives performance and delivery
  • Implement TA vision and business strategies
  • Identify and implement efficiencies
  • Define service standards for the team and ensure team sticks to the standards by continuously monitoring their performance and other metrics
  • Ensure teams are adequately staffed by monitoring volume, and ensure efficient workflows
  • Be up to date with changes in regulatory requirements and policies & procedures
  • Continually evaluate and improve processes, workflow and services
Qualifications for agency manager
  • Develop solutions to a variety of complex problems, while ensuring solutions are consistent with the organization objectives
  • Make hire, termination, promotion and compensation recommendations
  • Considerable sales and new business experience is essential, particularly within performance driven (CPA, CPC, CPL, BIDDING) programmatic media and branded content solutions (editorial integrations, video solutions, advertorials, high impact formats )
  • Knowledge of Transfer Agency TA Platform Multifonds
  • At least 5/6 years relevant Transfer agency experience
  • Previous transition / platform migration experience
2

Agency Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an agency manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for agency manager
  • Ensure the Business Continuity Plan is reviewed and tested periodically
  • Support Intl projects
  • Working across and consulting with Marketing and cross-functional teams to own and drive contract-drafting process in collaboration with Legal, Global Business Affairs, Supplier Sourcing, and Global Agency Relations
  • Management and execution of a new Inbound services agreement with 60 major partners
  • Management of broad agency and marketing communications and trainings related to contractual work and process improvements
  • In partnership with Strategic Sourcing, and using comprehensive data, execution of new rate cards across 60 major partners in Europe
  • Creation and administration of systematic processes and for exceptions to marketing contracting template
  • Ensure seamless transaction processing
  • Monitor workflow and resources to ensure that agreed service and quality levels are met including during times of spike in volumes
  • Review and where necessary suggest changes to enhance the operational processes and increase efficiency of the processing units
Qualifications for agency manager
  • Ideally 10+ years' experience in Senior Sales roles and/or Team Leadership roles
  • Hold a solid network within Media Agencies in Italy
  • Accountability is a must
  • Strong interpersonal skill, excellent ability for organizing self
  • Strong decision making and customer focus
  • Ability to work under pressure in a changing & growing multi-task environment
3

Agency Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an agency manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for agency manager
  • Monitor industry changes affecting business processes and practices and raise for discussion with team
  • Continuously look for ways and means to improve processes and controls thereby improving efficiency
  • Participate in planning, budgets and headcount forecasts
  • Manage all types of audit – statutory, internal, SEBI and others
  • Work closely to ensure qualifications are rectified and processes put in place to avoid repetition
  • Ensure DR/BCP documents/plans are in place and updated by regular review
  • Support multiple site management in absence of site manager
  • Motivate team to perform with continuous improvement and service excellence
  • Development of Second line and succession planning
  • Plan and prepare Annual Goals and monitor Progress
Qualifications for agency manager
  • Ensure timely communication of information to team
  • Ensure Job rotation within team heads
  • Identify training needs and partner with TAA to ensure delivery
  • Assign and monitor work of direct reportees and provide timely guidance and feedback
  • Communicate with and influence internal and external stakeholders regarding key deliverables/new processes and take steps to ensure buy-in
  • Monitor the progress of vendor and adherence to the contract
4

Agency Manager Job Description

Job Description Example
Our growing company is hiring for an agency manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for agency manager
  • Manage and co-ordinate initiatives within cross functional groups
  • Co-ordinate with legal and compliance to ensure transactions are within the prescribed SEBI and AMFI regulations and guidelines
  • Provide SEBI reporting and AMFI reporting as required by the compliance department
  • Ensure system requirements of the teams are captured, documented, tested and implemented
  • Constantly look for ways to enhance the TA system
  • Manage resources such that project activities are completed within affecting BAU
  • Preparation and generation of any specific project related reports that need to be sent to the management
  • Ensure various return (monthly, quarterly, bi-annual and annual) filed before the due date
  • Support and ensure implementation of all regulatory changes within stipulated time frames
  • Interact with executive management to develop plans and management priorities
Qualifications for agency manager
  • Employee recruitment, development, coaching, mentoring, and performance-management skills
  • AMFI certification will be an added value
  • Practices project management principles and processes
  • Proficient in Project Management tools (i.e., MS Project) or similar project tool (s)Working knowledge of digital, print, event, tech, and content production (interactive design, HTML, Flash, video)
  • Schedule agent audits in accordance with company’s risk model system, requests from management and on an as needed basis to ensure that audits are performed in the most effective and cost efficient manner
  • Send out audit notifications to agents and prepare all necessary pre-audit materials
5

Agency Manager Job Description

Job Description Example
Our company is looking to fill the role of agency manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for agency manager
  • Build and manage a detailed engagement strategy to C-Level business reviews
  • Coach and develop ecommerce talent within agencies
  • Solicit, negotiate and analyze bids from vendors in order to secure most favorable quality, innovation, pricing, shipping, and scheduling
  • Review cost estimates against budget to identify variance opportunities
  • Direct and coordinate production schedules on all dashboard projects
  • Work with management, client services and operations to proactively manage projects to budget and identify unique areas for savings
  • Ability to communicate status and meet outlined deliverables of all projects at all times including daily maintenance of project dashboards, project review meetings and collaboration with client presentations
  • Organize and maintain all folders and hard copy library resources and archives
  • Source, introduce and secure design and exhibit resources that develop value and innovation communicate unique findings with team
  • Identify and attend approved trade exhibits, shows and regular company field programs to develop and maintain knowledge base
Qualifications for agency manager
  • Examine any prior audit items, as applicable
  • Perform on-site agency reviews and complete all necessary audit steps, including escrow, guaranty file and policy reviews
  • Complete all required audit forms, including agency audit form, escrow evaluation, list of bank accounts
  • Ensure all audit and risk issues are identified and properly addressed and noted in the workpapers/reports
  • Ensure all pertinent audit issues are fully disclosed to management in a consistent manner
  • Communicate audit issues to agents and recommend methods for improvement

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