Agency Quality Excellence Analyst

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

Job summary

Sun Life is seeking a data-driven professional to provide accurate quality performance data, develop dashboards and scorecards, and monitor agency performance. You will analyze trends and risks to support informed decisions and collaborate on process improvements across agency operations.

The role focuses on data collection, validation, and reporting, with opportunities to optimize workflows and contribute to governance initiatives within the distribution team.

Qualifications

• 3-5 years of 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

• 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.
• Drive execution of team initiatives 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