MIS Specialist
Core
Prepare and distribute agency performance, management, and sales campaign reports to monitor KPIs and support business decision-making in the life insurance industry.
Role type
MIS Specialist (Reporting & Analysis)
Builds
Periodic sales performance reports, visual dashboards, and data-driven insights for channel performance.
Domain
Life Insurance / Financial Services
Deliverable
dashboards & analysis
Required skills
Data consolidation, trend analysis, financial spreadsheet preparation, report commentary writing, data simulation, numerical analysis, process documentation
Preferred skills
Microsoft Office (Excel, Word, PowerPoint), technical programming, data processing, multi-tasking, working under pressure
Technologies
Microsoft Office Suite, Excel
Responsibilities
Prepare and release periodic sales performance reports; consolidate data for visual dashboards; simulate financing programs and sales incentive plans; document work processes; coordinate with Finance, IT, and Sales Management.
Seniority
Mid-level, hands-on IC
