Manager, Agency Strategic Initiatives
Core
Coordinate stakeholder relationships, manage event logistics, and develop marketing materials to support agent development and MDRT initiatives within the life insurance agency.
Role type
Manager, Agency Strategic Initiatives
Builds
Agent development programs, recognition events, and marketing collateral for top-tier agents.
Domain
Life Insurance / Agency Distribution
Deliverable
product features
Required skills
Stakeholder coordination, event management, vendor management, content development, project management, strategic planning, financial administration, Microsoft Office suite, Canva
Preferred skills
Life insurance knowledge, MDRT organization familiarity, thought leadership collaboration
Technologies
Canva, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Zoom
Responsibilities
Coordinate with internal agency teams and cross-functional departments to execute strategic initiatives; Design and develop marketing materials and event collateral; Source and manage vendors for merchandise and services; Support PMO workstreams for agent development and Takaful initiatives; Plan and execute recognition events and workshops for top-tier agents; Act as liaison for MDRT Ambassadors and organize engagement sessions; Track regional performance and MDRT qualifiers; Develop content for agent engagement based on ambassador insights; Manage vendor payment processes and documentation.
Seniority
Manager, hands-on IC