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Position Summary

The Agency Initiatives role will lead the coordination and execution of the Agent Connect Change Management plan for client, which consists of captive and independent agents selling Voluntary Benefits (Supplemental Accident & Health). Working with both internal and external audiences, they will own the successful completion of Agent Connect change management tasks and maintain the already crafted plan for 2023 / 2024. Agent Connect is a new policy administration platform and portal that is currently being tested and deployed.

Key Activities

Own the execution and successful execution and completion of the Agent Connect change management plan for both internal and external audiences
Manage the Agent Connect change management plan, adding tasks and strategies where needed
Creation, execution, and report out of audience surveys
Coordinate and facilitate virtual Agent Connect overview presentations with key audiences or change agents
Working with Sales Communications, developing change management communications, and connect with their plan
Stay current on industry trends and with similar programs across industries to identify change management best practices and ways to drive continual understanding and adoption of Agent Connect
Track change management plan budget and performance metrics, as required
Work directly with functional area managers/leadership to resolve issues that impact completion of change management plan objectives: determine when to escalate issues to appropriate levels of management and external business partners

Skills and Qualifications:

Group/Worksite Sales experience a bonus
Excellent project management and organization skills, PMP (or equivalent) certification desirable
Strong analytic and data decision making skills
Proven ability to get things done in a fast-paced, rapidly changing environment
Strong communication and interpersonal skills
3+ years of change management/project management experience
3+ years of relationship/partnership management experience
Bilingual - Spanish/English is a bonus (reading, writing, and speaking)

Experience:

Bachelor's degree, preferably in marketing, business administration, program management, or related field
Excellent written and verbal communication skills
Knowledge of program management
3-5 years experience supporting and/or leading mid to large-scale projects

Must have skills:

Ability to research, collaborate, communicate, and drive change management solutions, while effectively partnering with internal and external audiences
Ability to represent the business/distribution and effectively project manage
Experience with product and technology implementations focused on distribution stakeholders

Nice to have:

Experience working in Agile methodology
Knowledge Group Insurance and policy administration solutions
Knowledge of the end-to-end insurance value chain and agent role

ASB Resources

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