Key Objective

• Develop and execute the Direct Marketing (DM) strategic plan. Act as project manager to prioritize and deliver key DM initiatives, ensuring projects are on track.
• Monitor and improve DM financial performance (AvE, P&L).
• Collaborate with Group/Regional teams, Country Business Heads, and DM leaders.

Major Duties and Responsibilities

• Update market intelligence, risks, trends, and competitor analysis; communicate insights to the team.
• Monitor and analyze key performance metrics (sales, costs, P&L, portfolio mix) and recommend improvements.
• Lead or support strategic DM projects to meet business objectives.
• Support business performance analysis and strategic planning with cross-functional teams.
• Ensure timely, quality submissions and communication for senior management reviews.
• Support and monitor special strategic projects and initiatives.

• Partner with regional and local DM teams for deal simulation and tracking.
• Monitor financial KPIs (TARP, NWP, TMC, Lapse, Persistency, Billing, Conservation, P&L).
• Oversee DM campaigns, provide data-driven feedback, and manage sales/revenue forecasts.
• Approve campaign launches and monitor marketing plan submissions.
• Plan and track DM campaign spending, reporting findings to teams and auditors.
• Use Chubb’s data sources for regular and ad-hoc reporting.
• Coordinate with stakeholders to implement customer management and loyalty campaigns.

• Analyze persistency metrics and their business impact.
• Lead research and segmentation of policyholder base; develop retention and conservation programs.
• Develop and execute action plans for customer and policy retention, including campaign scheduling and justification.
• Analyze partner databases to identify and address cancellation reasons, driving persistency improvements.

• Bachelor’s or Master’s degree in Business Management, Marketing, or related field.
• Excellent verbal and written communication skills in both native language and English.
• Minimum 10 years’ experience in Financial/Insurance Key Account Management.
• Proven success in institutional selling (insurance field preferred).
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Strong interpersonal, presentation, communication, and negotiation skills.
• Demonstrated leadership and team management abilities.
• Strong logical and critical thinking; able to challenge existing processes.
• Able to work independently, handle pressure, and manage multiple tasks.