Senior Project Manager – Agency Distribution
Manulife
Senior Project Manager – Agency Distribution
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 & GovernanceDevelop and maintain a centralized tracking system for all key agency distribution initiativesTrack 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 escalate appropriately.Ensure initiatives align with overall Agency distribution strategy, focus areas, and sales targets (e.g., APE, NBV growth)KPI Monitoring & Performance ManagementSupport 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 CoordinationWork closely with key stakeholders including Agency Distribution Heads, Agency Leaders, Training, Operations, and Marketing teamsAct as the central point of coordination for initiative updates and cross-functional alignmentSupport rollout of agency programs across multiple territoriesMeeting Facilitation & ReportingAct 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 ImprovementDrive improvements in agency processes, reporting standards, and tracking methodologiesSupport 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 retentionContribute to transformation initiatives aimed at modernizing the agency modelRequired 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 analyticsStrong project management and execution skills, ideally PM certifiedProficiency 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 certificationExcellent stakeholder management and communication skillsStrong facilitation and presentation abilitiesAbility to influence without direct authorityWhen 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.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.Working ArrangementHybrid
Locations
- Makati City
Skills Required
- life insurance industryintermediate
- Excelintermediate
Required Qualifications
- 7–10+ years of experience in life insurance industry, preferably within agency distribution, sales management, or business planning. (experience, 10 years)
- Strong understanding of life insurance metrics (APE, NBV, persistency, agent productivity, etc.) and sales analytics (experience)
- Strong project management and execution skills, ideally PM certified (certification)
- Proficiency in Excel, Project and reporting/dashboard tools (e.g., Power BI, Tableau) (experience)
- 7–10+ years of experience in life insurance industry, preferably within agency distribution, sales management, or business planning. (experience, 10 years)
- Strong understanding of life insurance metrics (APE, NBV, persistency, agent productivity, etc.) and sales analytics (experience)
- Strong project management and execution skills, ideally PM certified (certification)
- Proficiency in Excel, Project and reporting/dashboard tools (e.g., Power BI, Tableau) (experience)
Preferred Qualifications
- Bachelor’s degree in business, Finance, Actuarial Science, or related field. (degree in business)
- Preferred with Agile certification (certification)
- Excellent stakeholder management and communication skills (experience)
- Strong facilitation and presentation abilities (experience)
- Ability to influence without direct authority (experience)
- Bachelor’s degree in business, Finance, Actuarial Science, or related field. (degree in business)
- Excellent stakeholder management and communication skills (experience)
- Strong facilitation and presentation abilities (experience)
- Ability to influence without direct authority (experience)
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 escalate appropriately.
- Ensure initiatives align with overall Agency distribution strategy, focus areas, and sales targets (e.g., APE, NBV growth)
- 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 escalate 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.
- 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
- 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.
- 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
- 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
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