The posting
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.



