Job Openings Project Lead

About the job 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.

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