Assistant Manager, Agency MDRT
Core
Execute recognition programs, motivational activities, and incentive campaigns to drive Million Dollar Round Table (MDRT) membership and agency productivity.
Role type
Agency performance manager (MDRT focus)
Builds
Incentive campaigns, training programs, performance dashboards, and MDRT membership registration support
Domain
Life insurance agency channel
Required skills
Event management and execution, Data analysis and segmentation, Microsoft Office suite (Word, Excel, PowerPoint, Copilot), Analytics tools (PowerBI, Databricks), Writing in English and Chinese
Preferred skills
Mandarin speaking, Insurance industry knowledge
Responsibilities
Execute motivational and recognition programs, Organize training events for agent segments, Conduct data analysis to track performance metrics, Create reports and dashboards using analytics tools, Administer MDRT campaign and membership registration, Assist in designing tailor-made incentive campaigns