Senior Project Manager – Agency Distribution

Manulife Financial; Philippines; Hybrid; PHP 1,200,000 - 2,000,000; Full time

Job summary

Manulife Financial in the Philippines is seeking a Senior Project Manager – Agency Distribution to oversee the execution, tracking, and governance of strategic initiatives across the agency distribution channel.

This role coordinates progress reporting, governance meetings, and provides actionable insights to drive agency growth, productivity, and retention. Candidates should have 7–10+ years in life insurance, PM skills, and proficiency in Excel, Project, Power BI.

Qualifications

• 7–10+ years of experience in life insurance industry, preferably within agency distribution, sales management, or business planning.
• Strong understanding of life insurance metrics (APE, NBV, persistency, agent productivity, etc.) and sales analytics
• Strong project management and execution skills, ideally PM certified
• Proficiency in Excel, Project and reporting/dashboard tools (e.g., Power BI, Tableau)

Responsibilities

• Oversee execution, tracking, and governance of strategic initiatives across the agency distribution channel.
• Coordinate progress reporting, governance meetings, and provide actionable insights to drive growth, productivity, and retention.
• Develop and maintain centralized tracking for agency initiatives; monitor milestones and risks; align with business plans.
• Support dashboards, scorecards, and performance reports to monitor results and drive accountability.
• Collaborate with Agency Distribution Heads, Agency Leaders, Training, Operations, and Marketing teams.
• Facilitate governance forums and management reviews; ensure timely reporting of KPI performance and risks.

Skills

Project management

PM certification

Stakeholder management

Analytics

Education

Bachelor’s degree in business, Finance, Actuarial Science, or related field

Tools

Excel

Project

Power BI

Tableau

Job description

The Senior Project Manager – Agency Distribution is responsible for overseeing the execution, tracking, and governance of key strategic initiatives across the agency distribution channel. This role also ensures that key agency-related programs — such as recruitment and productivity improvement — are effectively monitored against defined key performance indicators (KPIs).

The role also serves as the central coordinator for progress reporting, facilitating regular governance meetings, and providing actionable insights to drive agency growth, productivity, and retention.

Position Responsibilities:

Agency Project Tracking & Governance

• Develop and maintain a centralized tracking system for all key agency distribution initiatives

• Track and report initiative progress. Enable capability to provide progress updates across zones, regions, branches, and agency leaders, if and when required.

• Monitor project milestones, timelines, and deliverables aligned with agency business plans.

• Identify risks (e.g., low activation rates, declining productivity, recruitment gaps) and elevate appropriately.

• Ensure initiatives align with overall Agency distribution strategy, focus areas, and sales targets (e.g., APE, NBV growth)

KPI Monitoring & Performance Management

• Support the definition, tracking, and reporting of key performance indicators (KPIs) across agency initiatives, including recruitment, activation rates, agent productivity, persistency, conversion ratios, and performance against targets.

• Develop dashboards, scorecards, and performance reports to monitor results and provide actionable insights.

• Analyze performance trends to identify gaps, risks, and improvement opportunities, and partner with agency leaders to drive accountability and execution of action plans.

Stakeholder Coordination

• Work closely with key stakeholders including Agency Distribution Heads, Agency Leaders, Training, Operations, and Marketing teams

• Act as the central point of coordination for initiative updates and cross-functional alignment

• Support rollout of agency programs across multiple territories

Meeting Facilitation & Reporting

• Act as the central point of coordination for initiative updates, governance activities, and cross-functional alignment across Agency Distribution, Training, Operations, Marketing, and other key stakeholders.

• Facilitate governance forums, business reviews, and steering committee meetings, ensuring timely reporting on initiative progress, KPI performance, key risks, mitigation plans, and best practices.

• Track and follow through on action items to maintain execution discipline and support informed decision-making by senior leadership.

Agency Effectiveness & Continuous Improvement

• Drive improvements in agency processes, reporting standards, and tracking methodologies

• Support implementation of digital tools for agency management (e.g., CRM systems, lead management platforms, activity tracking tools)

• Identify and scale best practices across agency teams to improve productivity and retention

• Contribute to transformation initiatives aimed at modernizing the agency model

Required Qualifications:

• 7–10+ years of experience in life insurance industry, preferably within agency distribution, sales management, or business planning.

• Strong understanding of life insurance metrics (APE, NBV, persistency, agent productivity, etc.) and sales analytics

• Strong project management and execution skills, ideally PM certified

• Proficiency in Excel, Project and reporting/dashboard tools (e.g., Power BI, Tableau)

Preferred Qualifications:

• Bachelor’s degree in business, Finance, Actuarial Science, or related field.

• Preferred with Agile certification

• Excellent stakeholder management and communication skills

• Strong facilitation and presentation abilities

• Ability to influence without direct authority

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.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[e-mail]までご連絡をお願いします。

Working Arrangement

ハイブリッド勤務