Agency & Distribution Transformation Lead

This role will work closely with senior business stakeholders, including leadership within Agency and Distribution, to help shape and implement a new platform aimed at improving agency performance, management insight, and decision-making. It is a strong fit for someone who understands the insurance distribution landscape, can operate confidently in complex stakeholder environments, and is comfortable translating business needs into practical solutions.



Key Responsibilities

• Partner with senior stakeholders across Agency, Distribution, FP&A, and Performance Management to gather, challenge, and refine business requirements
• Work closely with business leaders to understand current pain points, target operating needs, and performance objectives
• Translate business requirements into clear functional specifications for technology and implementation teams
• Act as a bridge between business users and delivery teams throughout the project lifecycle
• Support solution design, process mapping, gap analysis, and business change activities
• Help ensure the delivered solution reflects the needs of senior business users and supports adoption across the function
• Navigate a complex stakeholder environment, balancing priorities across multiple senior decision-makers

Requirements

• Around 10 years of relevant experience as a Business Analyst, Consultant, or similar role
• Strong experience within insurance, with particular exposure to Agency and Distribution projects
• Proven track record of working on business transformation, system implementation, or platform change initiatives
• Ability to engage credibly with very senior stakeholders, including C-suite and business heads
• Strong stakeholder management skills, with the confidence and maturity to manage differing views and internal politics
• Experience working with cross-functional teams including finance, performance management, and business leadership
• Fluent Cantonese and English are essential

Preferred Background

• Experience gained within a Tier 1 insurer, top-tier consulting firm, or large-scale transformation environment
• Big Four consulting background with strong insurance project exposure would be highly advantageous
• Strong understanding of agency performance, distribution management, and business planning processes within insurance

What This Role Offers

• Exposure to a strategically important transformation programme
• Direct interaction with senior business leadership
• Opportunity to play a visible role in shaping how a major insurer drives agency performance and decision-making