MIS Specialist

Manulife; Makati; Hybrid; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Manulife Philippines is seeking a data and reporting specialist to prepare and distribute agency performance, management, and sales campaign reports. You will collaborate with Finance, IT, Sales Management, and regional offices to monitor KPIs and provide insights that drive decisions.

Responsibilities include timely sales performance reporting, SIP simulations, data consolidation for dashboards, and creation of new reports aligned with channel strategies.

Qualifications

• Bachelor’s degree in Mathematics, Finance, Business Management or related courses.
• 2-3 years of experience in life insurance distribution performance reporting.
• Proficient in Microsoft Office applications, especially Excel, Word and PowerPoint.
• Ability to derive insights from large data volumes and write report commentary.
• Strong numerical and data processing capabilities.

Responsibilities

• Active involvement in projects, providing data and insights as SME.
• Provide data-driven insights and recommendations.
• Simulate financing programs and SIP for SMTs.
• Prepare timely periodic sales performance reports and monitor channel KPIs.
• Produce local and regional reporting requirements.
• Release updates for promos, incentives, contests and conferences.
• Consolidate data for dashboards and visual presentations.
• Improve and create reports aligned with channel strategy.
• Document work processes.
• Coordinate with Agency distribution and other units.

Skills

Excel

Word

PowerPoint

Data analysis

Numerical skills

Attention to detail

Communication

Teamwork

Education

Bachelor's degree in Mathematics, Finance, Business Management or related

Tools

Programming skills

Job description

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. It works closely with stakeholders across Finance, IT, Sales Management, Regional Offices, and other business units to deliver reliable reporting, monitor the progress of sales promotions, incentives, and conferences, and provide insights that help drive campaign objectives and support business decision-making.

Position Responsibilities:

Information Management & Reporting

• 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)

Required Qualifications:

• 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

Preferred Qualifications:

• 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
• 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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Modalidades de Trabajo

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