Senior Manager, Agency Transformation and Analytics

Sun Life Hong Kong - Sun Life Tower

Sun Life

Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.

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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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Key Responsibilities

1. Planning, Reporting and Analysis

  • Lead the team to ensure agency reporting is effective in providing managing and stakeholders valuable information and insights

  • Plan and oversee agency information reporting system so as to analyze and monitor the channel performance, production and headcount growth.

  • Define and design critical reports to support management decision making and strategic planning

  • Conduct comprehensive business analysis and modelling to support strategic initiatives

  • Utilize data analytics to identify trends and opportunities for improvement.

2. Projects and Initiatives

  • Work closely with key stakeholders including members/staff from Agency, ARD, Life & Health, Finance, and other departments to achieve business objectives and deliver priority initiatives

  • Lead and manage a team to lead strategic projects from inception to completion

3. Data Analytics

  • Work closely with agency distribution to design and develop sales performance management model to maximize agency productivity and sales activity

  • Leverage analytics to identify opportunities, engage our target clients, drive leads to agents to deepen client relationship, measure progress and impact, and help drive profitable growth of Agency

  • Work closely with L&H and Regional Office stakeholders in development of any new management information systems reporting

4. Report Automation

  • Lead efforts in report automation, working closely with IT and finance departments

Job Requirements

  • Bachelor’s degree in Data Science, Business or Data Analysis, or a related field. Master’s degree preferred.

  • Minimum 8-10 years of experience in a senior management role within the insurance industry.

  • Strong background in business analytics, data science, statistics, or related field.

  • Experience in agency distribution of life insurance company is preferable

  • Excellent leadership and team management skills

  • Strong analytical and problem-solving abilities

  • Advanced proficiency in Microsoft Excel, including macros and modelling

  • Strong knowledge of reporting and visualization tools (Power BI, Tableau, etc.)

  • Knowledge in SQL and scripting and programming languages (e.g. Python) is a plus

  • Exceptional communication and interpersonal skills.

  • Ability to work under pressure and manage competing priorities

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Channel Management

Posting End Date:

30/03/2025
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* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰

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Tags: Business Analytics Data analysis Data Analytics Excel Finance Power BI Python SQL Statistics Tableau

Perks/benefits: Career development

Region: Asia/Pacific
Country: Hong Kong

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