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 Channel’s 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:
Assist the MIS Team 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).
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
Others:
Participation and involvement in various Distribution projects, programs & initiatives
Close coordination with various departments (with Agency distribution and with other business units)
Periodic updates for promos, incentives, contests and conferences, ensuring results are aligned to the mechanics
Simulation & processing of Recruitment Financing Programs and Sales Incentive Plan of SMTs
Data consolidation enabling creation of visual dashboards (charts, graphs, diagrams) of various KPIs for an efficient presentation of data, allowing a strategic view for analysis
Continuous improvement and enhancement of current reports are processed and periodic review of reports to ensure they remain relevant vs. the key strategies and KPIs being driven
creation of new reports that may be required following the strategy and objectives and strategy of the Channel
Work process documentation
Required Qualifications:
Bachelor’s degree in Mathematics, Finance, Business Management or related courses
2 years of experience in the life insurance industry in a distribution performance reporting role and advantage
Preferred Qualifications:
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
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
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
Technical programming skills, data processing & simulation
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll 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 https://www.manulife.com/en/about/our-story.html.
Manulife 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 recruitment@manulife.com.
Working Arrangement
Hybrid