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Sun Life

Agency Quality Excellence Analyst

LocationTaguig City, National Capital Region (Manila)
Typefull-time
SeniorityMid
Experience3–5 yrs
DepartmentSales - Distribution Support
Company size10,000+ people
PostedSep 1, 2026 · 1mo ago
Verified live1h ago
At a glanceSummarised by Seekless from the posting.
Must have6
3-5-year experience in Distribution
Familiarity with Agency Performance Standards
Experience in analyzing agency performance data and preparing management reports and dashboards
Proficient in MS Excel
Working knowledge in Agency operations
Organized and capable of managing multiple priorities within established timelines
Nice to have4
Data and Analytical Skills
Problem Solving and Critical Thinking
Strong written and verbal communication
Comfortable working with large datasets
Skills
MS Excel
About the company
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.
At Sun Life, we’re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you’ll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients’ lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job description
•
Provide accurate, timely, and actionable quality performance data to support risk detection, monitoring, and decision-making.
Preferred skills
•
Data and Analytical Skills
•
Problem Solving and Critical Thinking
•
Strong written and verbal communication
•
Comfortable working with large datasets
Qualifications
•
3-5-year experience in Distribution
•
Familiarity with Agency Performance Standards
•
Experience in analyzing agency performance data and preparing management reports and dashboards
•
Proficient in MS Excel
•
Working knowledge in Agency operations
•
Organized and capable of managing multiple priorities within established timelines
Responsibilities
1. Performance Analytics & Insights
Collect, validate, and manage agency quality performance data
Develop and maintain dashboards, scorecards, and monitoring reports (e.g., Validation, FM Bench)
Analyze trends, risks, and gaps to support data-driven decision-making
Support ad hoc analysis and management reporting
2. Process Excellence & Optimization
Recommend and implement process improvements and operating procedures
Evaluate end-to-end workflows to enhance efficiency and effectiveness
Identify opportunities to streamline manual quality checks through automation or digital solutions
Maintain accurate documentation of processes, standards, and data repositories
Support continuous improvement initiatives across agency operations
3. Agency Monitoring & Governance Support
Conduct initial assessments of agency movements : FM Appointment. Transfers, and code switching (from Principal to Assoc. (vise versa)
4. Key Execution partner of Team Initiatives and Agency Interventions
Drives the execution of the team’s initiatives, ensuring timely implementation and measurable impact on agency performance
Job Category:
Sales - Distribution Support
Posting End Date:
29/11/2026
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