MIS Team Lead

Sub Team Lead role reporting to the 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

Able to communicate complex data, analysis and 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 :

Bachelor’s 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 :

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