Head of Agency Analytics

Nezda Global; Metro Manila; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Nezda Global is seeking a Head of Agency Governance and Analytics to support the Chief Agency Officer and agency management through data-driven decision-making, analytics, governance, and program evaluation. You will oversee reporting, forecasting, budgeting, and strategic planning for the Agency Distribution Channel, including three-year targets and business drivers.

You will lead analytics projects, staff coaching, and risk/compliance initiatives while delivering insights to stakeholders and

Qualifications

• Bachelor’s degree in statistics, actuarial science, mathematics, business economics, or management engineering.
• 8+ years of MIS reporting, data modeling, and analytics.
• 5+ years in strategic planning and management.
• Experience in Life Insurance Agency Sales Distribution.
• Strong analytical, leadership, and stakeholder management skills.
• Excellent oral and written communication and presentation skills.
• Advanced MS Excel skills.

Responsibilities

• Lead analytics studies for key strategies, initiatives, campaigns, and projects.
• Develop data-driven recommendations and insights for the Chief Agency Officer and agency management.
• Oversee regular reporting, forecasting, business reviews, competitor studies, and ad-hoc analytics requirements.
• Manage annual strategic planning for the Agency Distribution Channel and develop three-year targets and key business drivers.
• Oversee cost-benefit assessment and validation of campaigns and incentive programs.
• Lead governance related to the Agency Compensation Scheme, business succession, agency hierarchy movements, and advisor/leader contract renewal.
• Provide analytics and business-case support for projects.
• Coach and develop staff toward subject-matter expertise.
• Champion risk and compliance culture within the team.
• Present analytical findings, insights, and recommendations to key stakeholders.

Skills

Analytical skills

Leadership

Stakeholder management

Communication skills

Multitasking

Cross-functional influence

Excel skills

Problem-solving

Education

Bachelor's degree in statistics, actuarial science, mathematics, business economics, or management engineering

Tools

Power BI

Tableau

Job description

As Head of Agency Governance and Analytics, you will support the Chief Agency Officer and agency management through data-driven decision-making, strategic planning, analytics, governance, and evaluation of agency programs and initiatives.

You will oversee reporting and forecasting, strategic planning, campaign and incentive assessments, agency compensation governance, analytics projects, persistency management, program management, and budget management.

Key Responsibilities

• Lead cost-benefit assessments and analytics studies for key strategies, initiatives, campaigns, and projects.
• Develop data-driven recommendations and insights for the Chief Agency Officer and agency management.
• Oversee regular reporting, forecasting, business reviews, competitor studies, and ad-hoc analytics requirements.
• Manage annual strategic planning for the Agency Distribution Channel and develop three-year targets and key business drivers.
• Oversee cost-benefit assessment and validation of campaigns and incentive programs.
• Lead governance related to the Agency Compensation Scheme, business succession, agency hierarchy movements, and advisor/leader contract renewal.
• Provide analytics and business-case support for TDA projects.
• Manage the Agency Staff Incentive Program, including target setting, tracking, validation, and communications.
• Provide guidance on persistency management and initiatives supporting persistency targets.
• Provide project management support for strategic agency initiatives, including Life Advisors recruitment, Next Gen Leaders, MDRT, Digitalisation, and SIM.
• Supervise data modeling, reports, dashboards, and analytics studies supporting agency expansion, leader promotion, activation, and productivity.
• Provide agency sales perspective and VOD for product development and portfolio management.
• Manage VEA and GOE budgets for the Agency Sales Group.
• Coach and develop staff toward becoming subject-matter experts.
• Champion risk and compliance culture within the team.
• Present analytical findings, insights, and recommendations to key stakeholders.

Must-Have Qualifications

• Bachelor's degree in a 4- or 5-year college course; preferably Statistics, Actuarial, Mathematics, Business Economics, or Management Engineering.
• At least 8 years of relevant experience in MIS reporting, data modeling, and analytics.
• At least 5 years of relevant experience in strategic planning and management.
• Experience and knowledge in Life Insurance Agency Sales Distribution.
• Strong analytical and problem-solving skills.
• Strong leadership skills with experience managing and developing high-performing teams.
• Strong interpersonal and stakeholder management skills.
• Excellent oral and written communication and presentation skills.
• Demonstrated track record of producing accurate, thorough, and professional work.
• Ability to multitask and prioritize initiatives supporting business growth.
• Ability to influence cross-functionally and drive results.
• Advanced MS Excel skills.

Good-to-Have

• Knowledge of analytics and data-modeling tools such as Power BI or Tableau.
• Background in statistics, actuarial science, mathematics, business economics, or management engineering.