Exl Service

VP, Client Executive, Insurance F&A

US | US-NY-New York | US-IL-Chicago
Regular Full-Time
Job Code


EXL is a New York-based publicly traded operations management and analytics leader that drive business impact through technology, industry-specific knowledge and a unique delivery model. EXL serves Fortune 1000 companies across the globe in many industries including insurance, healthcare, banking and financial services, utilities, travel, and transportation and logistics. Over the past 16 years, EXL has worked as a strategic partner and won awards in its approach on helping its clients solve business challenges such as streamlining business operations, taking products to market faster, improving corporate finance, building models to adapt to new regulations, turning volumes of data into business opportunities, and creating new channels for growth and expansion.


EXL has approximately 24,000 professionals in 32 global delivery centers throughout the U.S., Europe and Asia. The business operates within numerous industry verticals including banking and financial services, healthcare, L&A insurance, P&C insurance, transportation and logistics, travel and leisure, and utilities.


The Client Executive (CE) – Insurance F&A will be responsible for developing and executing strategies for existing client portfolios to ensure growth and profitability, effectively manage client relationships, facilitate delivery and drive client and employee satisfaction. The CE is responsible for achieving the assigned annual revenue quota by actively managing the client relationship. This includes:


  • Engage the C level executives and advise them on the changing trends and innovation happening in the market place and assist them in developing such plans. Enhance EXL’s positioning as a strategic partner, trusted advisor and value-creator to the client
  • Translate clients’ strategic requirements into EXL-enabled solutions. Work with others to achieve better results and forge close working relationships and alliances in order to get things done (for the client)
  • Drive the creation and execution of strategic account plans; with internal teams for assigned accounts to achieve revenue growth and profitability targets
  • Work to increase revenue by identifying additional products to complement what is currently sold to the existing customer base
  • Continuously keep track of client needs, gauge client satisfaction and expand client contacts
  • Establish and build strong working relationships with business leaders and team members to ensure the successful delivery of services to your customers
  • Periodically spend time at delivery locations to maintain close contact with operations
  • Act as a database manager for client documents including SOWs
  • Handle client reporting (both qualitative and quantitative)
  • Work closely with delivery teams to meet and exceed client expectations, and resolve relationship and/or operations issues in a timely manner
  • Identify, qualify, develop and close Transformation and Outsourcing engagements within the account
  • Participate in client visits, industry events, trade shows, conferences and/or other marketing events as necessary



  • Effectively and proactively managed client’s expectations, built deep client partnerships, and developed excellent communication and executive presence to connect at all levels in the organization.
  • Experience in managing & growing long term complex multimillion dollar accounts; services or solutions
  • Broad functional knowledge within the sector and the ability to connect with a variety of executive level stakeholders on their specific pain-points; build meaningful internal and external relationships.
  • Strong sales process & operations skills (pipeline, forecasting, budgeting, etc.)
  • Strategically minded and able to create a consultative and solution-minded sales environment.
  • A forward & innovative thinker constantly focused on shaping the organization to meet and anticipate both near and long-term business issues
  • Demonstrated ability to work in a multicultural global environment
  • Experience in a similar vertical / domain; having managed relationship at CXO level
  • Proven track record of success meeting revenue goals and managing multiple clients
  • High level of proficiency with Microsoft Excel, Word and PowerPoint Strong verbal and written communication skills with keen
  • Excellent organizational and prioritization skills
  • Ability to think strategically, creatively, and analytically
  • Exceptional work ethic, ability to perform under pressure, meet deadlines Ability to build effective working relationships with others inside and outside the organization 

EDUCATION & Experience

  • Bachelor’s degree from an accredited institution, graduate degree a plus.
  • Preferably MBA
  • Prior experience with a Big 4 firm with focus on Insurance and financial services industry
  • 10-12 years of US P&C experience in client services, account management and/or relationship management required


  • A compensation package will be dependent on experience.


EEO Statement



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