Job Description

Project Lead

Responsibilities:

Project Planning & Execution:

• Develop detailed project plans, timelines, and deliverables.

• Track execution of partner onboarding, SOP optimization, JV integrations, and compliance remediation.

• Identify risks, issues, and dependencies and resolve them.

Stakeholder Engagement:

• Act as a liaison between sales, operations, compliance, IT, and external partners.

• Facilitate meetings and track action items.

• Prepare and deliver project status reports.

Process Improvement & SOP Governance:

• Implement optimized and standardized processes for onboarding, policy issuance, premium collection, and commission payments.

• Monitor and report cycle time reductions.

Compliance & Regulatory Alignment:

• Ensure life insurance regulations (e.g., FAIS, TCF principles, and POPIA) are incorporated.

• Support compliance monitoring and remediation.

Reporting & Analytics:

• Develop project pipeline reporting dashboards and reports for project progress and enablement KPIs.

• Provide insights to improve project outcomes.

Benefits Realization & Business Value Tracking:

• Collaborate with business stakeholders to define expected benefits and success metrics during project initiation (e.g., API uplift, process cycle time reduction, compliance improvements).

• Develop and maintain a Benefits Realization Tracker to monitor progress against projected business case outcomes.

• Validate benefits achieved versus baseline, working with Finance and Distribution teams to quantify revenue, cost savings, or efficiency gains.

• Report benefit realization status in monthly project and enablement reports for Exco and management committees.

• Identify gaps in benefit delivery and recommend corrective actions to ensure alignment with strategic goals (e.g., API targets and Green compliance status yearly).

• Partner with Sales, Operations, Compliance, and Finance to embed benefits into BAU processes for sustainability beyond project closure.

Knowledge Management & Documentation:

• Develop and maintain a centralized knowledge repository (e.g., MS Teams, SharePoint, OneNote) for all Distribution Enablement projects, SOPs, and templates.

• Ensure version control and proper archiving of project documents, partner onboarding guides, compliance checklists, and process maps.

• Create and update playbooks and standard operating procedures to ensure continuity and scalability of enablement initiatives.

• Facilitate knowledge transfer sessions to upskill internal teams and partners on new processes, tools, and compliance requirements.

• Promote a culture of documentation and learning to reduce knowledge gaps and dependency on individuals.

Qualifications:

• Bachelors degree in Business, Project Management, or Long-Term Insurance.

• 6+ years experience in project coordination/management within insurance or financial services.

• Knowledge of life insurance operations, compliance requirements, and sales enablement processes.

• Proficiency in MS Office (Excel, PowerPoint, Projects, Teams, OneNote) and project management tools.