Role reports to the Agency Information Management & Reporting Lead (who reports to Agency MIS & Analytics Head under Distribution Operations & Analytics Department) and has the following key accountabilities:
- Accurate and timely release of Agency performance reports to effectively monitor the Channels various performance KPIs performance & achievement vs. targets
- Accurate and timely release of management reports for various stakeholders (CAO Sales Management Teams Regional Office and other business units)
- Accurate and timely release of periodic sales promos incentives and conferences results to regularly monitor the achievement of agents and leaders vs. promo mechanics and drive the objectives of the sales campaigns
- Expected to collaborate and work closely with various key stakeholders (Finance IT Sales Management Team other Agency support teams and business units
Position Responsibilities:
Information Management & Reporting:
- Support company projects & initiatives providing relevant data and insights as SME
- Preparation & timely release of periodic sales performance reports to effectively monitor Channel performance on various KPIs (APE headcount activity productivity etc) ensuring that the reports are processed and released in an accurate timely & well-organized manner
- Preparation & timely release of reporting requirements for both local and regional stakeholders
- Release of periodic updates for promos incentives contests and conferences ensuring results are aligned to the mechanics including post-contest requirements
- Data consolidation enabling creation of visual dashboards (charts graphs diagrams etc) of various KPIs for efficient presentation of data allowing a strategic view for analysis & write-up
- Continuous improvement and enhancement of current reports with periodic review to ensure reports remain relevant vs. the key strategies and KPIs being driven
- Creation of new reports that may be required following the strategy and objectives of the Channel
- Work process documentation
Others:
- Active participation and involvement in Distribution projects programs & initiatives
- Close coordination with various departments (Agency distribution and other business units)
Individual Accountabilities:
- Meaningful and easy to understand Agency performance reports
- Local & regional Agency dashboard reporting (PowerBI Qlikview Tool)
- Other production and performance related reporting requirements for Agency
- Financing programs and sales incentives plan (for SMTs) validation
- Agency promos incentives contests conferences tactical drives monitoring and validation
- MIS Portal Support
Key Shared Accountabilities:
- Effectively monitor and drive Agency KPIs and sales drivers to drive agent behavior and target achievement
Required Qualifications:
Education & Experience:
- Bachelors degree in Mathematics Finance Business Management or related courses
- 1-2 years of experience in the life insurance industry in a distribution performance reporting role and advantage
Knowledge:
- Excellent grasp of Microsoft Office applications particularly Excel Word and PowerPoint
- Derive key insights from volumes of data
- Knowledgeable in financial spreadsheets preparation trend analysis data simulation and report commentary writing
- Technical programming skills data processing & simulation
Preferred Qualifications:
- Strong numerical & data processing skills
- Has attention to detail and accuracy methodical & process oriented
- Able to effectively prioritize deliverables and multi-task
- Able to work independently and carry out assignments to completion within the agreed SLA
- Has positive attitude works and functions well in a team environment
- Able to work under pressure to meet deadlines
- Good written verbal communication and interpersonal skills
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
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