Search by job, company or skills

T

Agency Business Planning & Analytics Manager

3-5 Years
Save
new job description bg glownew job description bg glow
  • Posted 17 hours ago
  • Be among the first 10 applicants
Early Applicant

Job Description

This role will support the Agency Business Planning & Analytics Lead by delivering clear, meaningful distribution reports and analyses that enable effective monitoring of key Agency KPIs and sales drivers. This includes areas such as variable compensation, channel expenses, and the development of costing models, all aimed at influencing agent behavior and driving target achievement.

The role also provides data-driven recommendations to support informed business decision-making. In fulfilling these responsibilities, the individual is expected to collaborate closely with key stakeholders, including Agency MIS, Finance, the Sales Management Team, and various Agency support teams.

Position Responsibilities:

Business Planning:

Distribution Reporting and Analytics

  • Development and preparation of reports and analysis to effectively monitor Agency KPIs (headcount, activity, productivity, case size) to drive production (APE) & achievement of targets

  • Preparation & timely release of reporting requirements for both for local and regional stakeholders

  • Development and release of reports and analysis to monitor KPIs of various Agency projects and initiatives

  • Strategic planning, target setting & forecasting

Trend analysis and modeling

  • Simulations / modeling / forecasting / trend analysis / analytics to support data driven business decisions

  • Costing models for local campaigns and initiatives by using projections based on available data

Finance Management

  • Regular and timely monitoring of Agency expenses (both fixed and variable) to ensure expenses and budget are maximized

  • Annual budget setting

Agency Compensation

  • Simulation, implementation & monitoring of Agency compensation scheme (including system enhancements) to drive desired distributor behavior

  • Business case preparation and approval

Others:

  • Participation and involvement in various Distribution projects, programs & initiatives

  • Close coordination with various departments (Distribution and other Divisions)

Required Qualifications:

  • 3-5 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, and analytical skills

  • Ability to identify and simplify complexities in procedures and processes

  • Has attention to detail and accuracy, methodical & process oriented

  • Good time management and organizational skills

  • Able to effectively prioritize deliverables and multi-task

  • Works and functions well in a team environment

  • Able to work under pressure to meet deadlines

  • Good written, verbal communication and interpersonal skills

  • 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 .

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 .

Working Arrangement

Hybrid

More Info

Job ID: 148585379