Agency Quality Excellence Analyst

sunlife; Philippines; On-site; PHP 446,000 - 781,000; Full time

Job summary

Sun Life Philippines is seeking a Performance Analytics professional to provide accurate, timely quality data to support risk detection, monitoring and decision-making across agency performance. You will analyze trends, prepare dashboards, and report on performance while supporting process improvements within agency operations.

Ideal candidates will have 3–5 years in distribution, strong MS Excel skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• 3-5 year experience in Distribution.
• Familiarity with Agency Performance Standards.
• Experience in analyzing agency performance data and preparing management reports and dashboards.
• Proficient in MS Excel.
• Working knowledge in Agency operations.
• Organized and capable of managing multiple priorities within established timelines.

Responsibilities

• Performance Analytics & Insights: Collect, validate, and manage agency quality performance data.
• Develop and maintain dashboards, scorecards, and monitoring reports (e.g., Validation, FM Bench).
• Analyze trends, risks, and gaps to support data-driven decision-making.
• Support ad hoc analysis and management reporting.
• Process Excellence & Optimization: Recommend and implement process improvements and operating procedures.
• Evaluate end-to-end workflows to enhance efficiency and effectiveness.
• Identify opportunities to streamline manual quality checks through automation or digital solutions.
• Maintain accurate documentation of processes, standards, and data repositories.
• Support continuous improvement initiatives across agency operations.
• Agency Monitoring & Governance Support: Conduct initial assessments of agency movements : FM Appointment. Transfers, and code switching (from Principal to Assoc. (vise versa)
• Key Execution partner of Team Initiatives and Agency Interventions: Drives the execution of the team's initiatives, ensuring timely implementation and measurable impact on agency performance

Skills

Data analytics

Problem solving

Communication

Large datasets

Tools

MS Excel

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description Provide accurate, timely, and actionable quality performance data to support risk detection, monitoring, and decision-making.

Preferred skills

• Data and Analytical Skills
• Problem Solving and Critical Thinking
• Strong written and verbal communication
• Comfortable working with large datasets

Qualifications

• 3-5-year experience in Distribution
• Familiarity with Agency Performance Standards
• Experience in analyzing agency performance data and preparing management reports and dashboards
• Proficient in MS Excel
• Working knowledge in Agency operations
• Organized and capable of managing multiple priorities within established timelines

Responsibilities

1. Performance Analytics & Insights
   Collect, validate, and manage agency quality performance data
   Develop and maintain dashboards, scorecards, and monitoring reports (e.g., Validation, FM Bench)
   Analyze trends, risks, and gaps to support data-driven decision-making
   Support ad hoc analysis and management reporting
2. Process Excellence & Optimization
   Recommend and implement process improvements and operating procedures
   Evaluate end-to-end workflows to enhance efficiency and effectiveness
   Identify opportunities to streamline manual quality checks through automation or digital solutions
   Maintain accurate documentation of processes, standards, and data repositories
   Support continuous improvement initiatives across agency operations
3. Agency Monitoring & Governance Support
   Conduct initial assessments of agency movements : FM Appointment. Transfers, and code switching (from Principal to Assoc. (vise versa)
4. Key Execution partner of Team Initiatives and Agency Interventions
   Drives the execution of the team's initiatives, ensuring timely implementation and measurable impact on agency performance

Job Category

Sales - Distribution Support

Posting End Date

29/11/2026