Sub Team Lead role reportingto theAgency MIS & Analytics Head under Distribution Operations & Analytics Department) andhas the followingkeyaccountabilities:
Accurateandtimelyrelease of Agencyperformancereports to effectivelymonitortheChannelsvarious performance KPIsperformance& achievement vs. targets
Accurate andtimelyrelease of management reports for various stakeholders (CAO Sales Management Teams RegionalOfficeand other business units)
Accurate andtimelyrelease ofperiodicsales promosincentivesand conferences results toregularlymonitorthe achievementof agents and leaders vs. promo mechanics anddrivetheobjectivesof the sales campaigns
Expected to collaborate and work closely with various key stakeholders (Finance IT Sales Management Team other Agency supportteamsand business units
Able to communicate complex dataanalysisand insights in a clear and concise manner
Position Responsibilities:
Information Management & Reporting:
Review and validate data to ensure accuracy and consistency in reporting
Work closely with department heads and other stakeholders to understand their reporting needs and deliver actionable insights
Coordinate team activities to ensure timely completion of projects and tasks
Ensure that all reporting activities comply with regulatory requirements and company policies
Maintain and update reporting documentation standards and procedures
Lead in overseeing the day-to-day operations of the MIS Team including but not limited to the following (processing and simulation of promos SIP Incentives local/regional reports projects/process improvements).
Active involvement in company projects & initiatives providing relevant data and insights based on capacity as project POC/SME
Provide insights and analysis resulting to data-driven recommendations
Simulation & processing of Financing Programs and Sales Incentive Plan (SIP) of SMTs
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:
Bachelors degree in Mathematics Finance Business Management or related courses
At least 5 years of experience in the life insurance industry in a distribution performance reporting role and advantage.
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 .
Working Arrangement
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.