Manulife
Financial Services
AgencyBusinessPlanning&AnalyticsManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Agency Business Planning & Analytics Manager at Manulife. Skills: Business Planning, Analytics, Reporting, Forecasting. Develop distribution reports. Prepare distribution analysis”
What You'll Achieve.
Influence agent behavior; Drive target achievement; Support informed business decisions
Industry & Context.
Derive key insights; Trend analysis; Data simulation; Identify complexities
What They're Looking For.
Must Have
3-5 years life insurance industry, distribution performance reporting role, Excellent grasp Microsoft Office, Derive key insights from data, Financial spreadsheets preparation, Trend analysis, Data simulation, Report commentary writing, Technical programming skills, Data processing, Simulation skills
Nice to Have
Numerical skills, Data processing skills, Analytical skills, Identify and simplify complexities, Attention to detail, Accuracy, Methodical, Process oriented, Good time management, Organizational skills, Effectively prioritize deliverables, Multi-task, Works well in team, Work under pressure, Meet deadlines, Good written communication, Verbal communication, Interpersonal skills
What You'll Do.
Develop distribution reports
Prepare distribution analysis
Prepare reporting requirements
Release reporting requirements
Develop costing models
Monitor Agency expenses
Ensure expenses and budget maximized
Simulate compensation scheme
Implement compensation scheme
Monitor compensation scheme
Enhance compensation system
Prepare business case
Approve business case
Participate in Distribution projects
Involve in Distribution programs
Coordinate with departments
How You'll Work.
Team & Collaboration
Key stakeholders; Agency MIS; Finance; Sales Management Team; Agency support teams; Local stakeholders; Regional stakeholders; Various departments; Distribution; Other Divisions
Communication Scope
Report commentary writing; Written communication; Verbal communication; Interpersonal skills
Full 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 Di
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