Assistant Manager - Channel Planning
Assistant Manager – Channel Planning
Union Assurance is a leading corporate and one of the fastest growing entities in the Life Insurance industry backed by the strength and stability of John Keells Holdings PLC, one of Sri Lanka's largest conglomerates.
The Job Role:
The person will be responsible to drive the capacity planning, MIS reporting & performance monitoring activities for Bancassurance, including capacity planning and MIS preparation to enable the achievement of long-term strategic goals.
Principle Accountabilities:
- Manage the forecasting and capacity planning process for the Bancassurance Channel as per the established guidelines
- Ensure the channel budgets are planned and managed driving optimum utilization by evaluating actuals against budget/ forecast and prior year
- Develop performance dashboards to identify most profitable insurance product/channel/zone
- Prepare consolidated performance dashboard for all the Partners Bank and share with stakeholders
- Maintain and track historical data and ensure accuracy and availability as per business needs
- Manage average incentive data for partner banks and IROs
- Design and develop periodic analytical dashboards across channels with actionable insights required and present to senior leadership
- Contribute to and drive continuous process improvement initiatives like MI Dashboards etc. to meet business needs
- Winner evaluation and arranging payment in a timely manner
- Ensure process adherence as per MOU
Qualifications and Experience
- A Bachelor’s Degree from a recognized University in Business Administration or equivalent discipline and Master’s in general management or any related field.
- 06 – 08 years of experience in business planning or related role.
- Sound knowledge on Microsoft office packages (Advanced technical knowledge in Microsoft Excel.)
- Excellent interpersonal, networking and analytical skills.
- Strong adaptability, work under pressure and capacity to work in fast-paced environments.
- Ability to work independently and in a team-oriented environment.
The candidate selected for the above position will be entitled to an attractive remuneration package. Applicants who are interested are encouraged to apply on or before 08th November 2025.