Project Lead

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.