Strategic Planning Associate

The Strategic Planning Associate involves facilitating strategic and divisional planning, evaluating departmental action plans for alignment with corporate goals, and tracking performance metrics to ensure results meet expectations.

The duties may include, but are not limited, to the following:

• Gathers assigned statistical and financial data from the Annual Reports and references from the IC, insurance companies, and other sources; prepares and analyzes report/s for review of the Strategic Planning Head and presentation during the strategic planning session.
• Reviews submitted measures (KPI) and action plans of the assigned departments vs. targets set. Coordinates the same with Strategic Planning Officer and Head.
• Analyzes the results and highlights significant areas that are contributing to or are affecting the targets for the period of the assigned department. Discusses the same during the regular Strategic Planning Department meetings.
• Prepares, consolidates and analyzes performance reports vs. budgets. Highlights significant areas that are contributing to or affect the financial results. Prepare annual unit rating.
• Coordinates with the concerned Department Heads or designated point persons the review, finalization and the monitoring of the action plans and budget for the year.
• Suggests improvement measures for conducting the strategic and division planning and the process of monitoring the action plans and budgets.
• Performs other duties assigned by immediate superior consistent with the Company's vision, mission, and core values.

Qualifications:

• Bachelor's degree in Business, Mathematics, BS Accountancy or a related field.
• With at least 1–2 years of relevant work experience in analysis, statistics, or accounting preferred.
• Proficient in using office software such as spreadsheets, word processors, and presentation tool.

Online Application Process

Hybrid Work Schedule

Job Type: Full-time

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Education:

• Bachelor's (Required)

Experience:

• Strategic or Corporate Planning: 2 years (Required)
• Work Location: Hybrid remote in Ortigas

About Cocogen Insurance, INC.

Cocogen is an employer that provides equal opportunities and is dedicated to fostering a diverse workplace. All qualified candidates will be considered without discrimination based on race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity or expression, or any other characteristic that is legally protected.

Cocogen has consistently been among the country's top ten general insurance companies, an industry with over 50 players.

Established in January 1963 as Allied Guarantee Insurance Company, Inc., the company built a solid reputation in the general insurance landscape in the country. By 1989, it had been wholly owned by United Coconut Planters Life Assurance Corporation (Cocolife) and became the non-life insurance company arm of the UCPB Financial Services Group. In 2019, the company took another step forward and rebranded itself as Cocogen Insurance to synergize more with Cocolife.

Cocogen offers a wide array of quality and innovative insurance solutions designed to protect everything a Filipino values, from tangible, hard-earned assets such as your home, business, and your car, to something as priceless as your loved ones and yourself.

Our six decades of distinctive leadership and commitment to the industry have earned the trust and loyalty of our clients, which range from prominent multinational companies to business leaders in manufacturing, service, wholesale, and retail merchandising.

Currently, Cocogen has more than 25 fully-operated branches and offices located in key cities and localities nationwide, all with the shared goal to be your trustworthy partner by providing simple and innovative products and excellent services with a heart.