Manulife
Reporting Analyst
Overview
The role is responsible for the accurate and timely preparation and distribution of agency performance, management, and sales campaign reports to support effective monitoring of key performance indicators, achievements against targets, and overall channel performance.
About Manulife
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Requirements & Eligibility
- Bachelor’s degree in Mathematics, Finance, Business Management or related courses
- 2-3 years of experience in the life insurance industry in a distribution performance reporting role and advantage
Key Responsibilities
- 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
- 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
- Data consolidation enabling creation of visual dashboards of various KPIs for efficient presentation of data
- Continuous improvement and enhancement of current reports
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