Project Lead – Distribution Enablement (Parktown) at Rand Mutual - RMA

THE JOB AT A GLANCE

• The Project Lead will be responsible for leading and coordinating strategic projects and initiatives within the Distribution Enablement function to support sales growth, regulatory compliance, and operational excellence.
• The role will ensure successful delivery of projects, initiatives, sales and API related process optimization, regulatory compliance projects, and system enablement initiatives to help achieve the company’s Annual Premium Income (API) target and Green Compliance score.

WHAT WILL YOU DO?

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.

WHAT YOU'LL BRING TO THE TABLE?

• Bachelor’s degree in business, Project Management, 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.