• Drive daily sales with Sales Agents
• Coordinate Sales Agent activities
• Increasing sales for the agency of non-standard automobile insurance
• Maintain healthy relationships with customers and ensure complete customer satisfaction
• Create campaigns for the agency to drive revenue and coordinate customer appreciation activities
• Ensure all required prospect/client management and follow-up activities are completed in compliance with company standards
• Ensure the agency is clean and properly stocked with marketing materials and office supplies.
• Ensure marketing efforts comply with company standards
• Ensure the agency is meeting acceptable performance scores per the monthly Agency Evaluations
• Effectively communicate with other Agency Managers, Underwriting Personnel, and other departments

Skills: Sales Management, Customer Relations, Campaign Planning, Prospecting, Office Organization, Marketing Compliance, Performance Tracking, Team Communication

• Ensure that all claim inquiries are directed properly to the Claims Department
• Ensure that all policies are scanned
• Conduct weekly staff meetings and monthly reviews with Sales Agents and Sales Support/CSR staff
• Attend phone conferences and performance reviews with District Managers
• Ensure daily deposits are completed accurately and reported daily by 12 noon
• Attend company events when required
• Review all office transactions to ensure compliance with company and carrier partner standards
• Provide coverage for any absences and maintain flexibility to accommodate
• Ensure the office remains open per scheduled hours of operation
• Resolve any pending service or quality issues that may arise as a result of business transacted from within the agency

Skills: Claim Management, Policy Scanning, Staff Coordination, Performance Review, Deposit Management, Event Attendance, Compliance Review, Flexibility and Coverage

• Provide hands-on, daily leadership and management presence.
• Constantly look at performance improvements, work-flow efficiency, and system enhancements, to improve overall operational performance.
• Be responsible for leading the development and implementation of key quality assurance standards and measures.
• Report on key quality assurance indicators (KQIs) regularly.
• Oversee all administrative and banking functions, departmental budget development, and gathering of all relevant information for the financial statement preparation and analysis.
• Ensure compliance with all regulatory requirements expected of a Transfer Agency role.
• Ensure all operational staff are trained with any system updates/enhancements and that any regulatory policy and process changes are clearly communicated and implemented.
• Ensure daily application processing, reporting, reconciliations, and documentation are completed accurately and on time.
• Strong client documentation management skills including (file storage, archiving, and ease of access to retrieve all information).

Skills: Leadership, Operational Improvement, Quality Assurance, Financial Reporting, Regulatory Compliance, Staff Training, Application Processing, Documentation Management

• Reconciliation of subscriptions, redemption and client money of funds, and the correct allocation of units to clients.
• Coordinate with Regulators, Compliance department, and Tax authorities
• Ensure all policies and procedures are correct and in line with the latest legislation and industry best practices.
• Generate annual tax certificates for all shareholders.
• Ensure all customer account statements are accurate and delivered to them.
• Compile key statistics such as flows, revenue, and IFA fees.
• Liaise with the depository and custodians of the funds.
• Ensure a high level of service to all clients and develop and maintain exceptional relationships with portfolio administrators of the funds.
• Maintain superior levels of communication and relationships with internal departments of the firm in the UK and globally.

Skills: Reconciliation, Regulatory Coordination, Policy Compliance, Tax Reporting, Account Management, Data Compilation, Custodian Liaison, Client Relationship Management

• Identify weaknesses and draw up improvement plans, set and meet monthly targets, and liaise with clients to ensure improved service and product delivery.
• Achieve expected sales targets consistently through a team of advisors.
• Identify and recruit potential advisors
• Manage team performance and productivity
• Continuously review performance and improve the productivity of the team.
• Provide leadership and management to the team of Advisors.
• Provide training and monitor the developmental needs of advisors in the team, and provide feedback on advisors' performance.
• Communicate any performance concerns to management and make recommendations.
• Inspire and motivate their team while maintaining a good image of the agency's brand.
• Recruit, train, develop, and motivate agency staff

Skills: Performance Improvement, Sales Target Achievement, Recruitment, Team Management, Productivity Enhancement, Leadership, Training and Development, Motivation and Inspiration

• Management experience with experience in sales management
• Competencies required to develop and execute a business plan
• Strategic vision and strong communication and leadership skills
• Ability to motivate a sales team, strong team-building abilities
• Strong interpersonal relations skills
• Excellent customer service management competencies
• Highly motivated and able to work well independently and as part of a team
• Property and Casualty licence holder
• Work experience in the insurance industry 
• Proficiency in other languages

Qualifications: BA in Business Administration with 5 years of Experience

• Experience working in business development, marketing, or consultative sales.
• Experience in advertising sales, digital marketing, consulting, brand marketing, or in a media agency environment.
• Experience improving business relationships and developing new business opportunities.
• Ability to think strategically about complex issues and to develop recommendations and action plans.
• Ability to lead and manage multiple projects with a broad range of internal and external constituents simultaneously.
• The ability to establish relationships and presence with performance agencies or traditional media agencies.
• Ability to work in a fast-paced environment
• Superior time management and organizational skills
• Able to manage conflict, and handle conflict situations effectively, with a minimum of noise.
• Ability to speak and write in English and Korean fluently.

Qualifications: BA in Marketing with 6 years of Experience

• A solid understanding of the finance industry and financial markets.
• Knowledge of the unit registry operational flows.
• Knowledge of fund accounting operational concepts.
• Previous Unit Registry, finance, and/or banking background.
• An excellent understanding of core registry processes – transaction processing, distributions, and non-financial changes.
• Strong understanding of AML/FATCA/CRS rules and RG97 regulations
• An aptitude for information technology including Excel and HiTrust
• Ability to manage all aspects of a team and/or teams – leadership, coaching, recruitment, team building, problem resolution, motivation, training/development of staff in technical and leadership skills.
• Good liaison skills across all levels of the organization.
• Extensive experience in all aspects of client servicing.

Qualifications: BA in Public Relations with 7 years of Experience

• Proven media sales experience as an experienced Account Executive or Account Manager
• Strong understanding of the UK Media marketplace
• Direct agency sales experience and able to successfully pitch to clients
• Hitting and exceeding sales targets consistently in a team environment (Weekly, Monthly, Quarterly)
• Proactive sales approach and capable of delivering creative and innovative sales solutions
• Highly developed interpersonal skills with excellent verbal and written communication skills.
• Resilient and flexible individual who is interested in developing their ultimate career
• Proactive, innovative, motivated outlook and shares the same passion for multi-media channels
• A personal dedication to being ethical, resilient, and determined to succeed
• Values Differences – recognizes the value that different perspectives and cultures bring to the organization

Qualifications: BA in Communications with 5 years of Experience

• Experience in enterprise ecommerce, agency, holding company, or partnerships.
• Excellent written and oral communication skills in German and English.
• Understanding of all aspects of agencies, from a business, financial, and strategic perspective, and day-to-day (employee resourcing, selling, marketing, service development).
• Excel at establishing and growing mutually beneficial business relationships.
• Experience working across multiple business units, comprised of many stakeholders and influencing factors
• Be keen to help partners progress and aren't afraid to enforce the rules.
• The ability to deliver on the tactical/admin side of the role (e.x. data management, pitch development, project management)
• A self-starter, proactive, and able to handle uncertainty, while demonstrating initiative.
• Previous experience working for a service provider within the eCommerce space (preferably an agency).
• The ability to demonstrate product knowledge, identify functionality and product-feature limitations in the enterprise space

Qualifications: BA in Sales and Marketing with 8 years of Experience