Exl Service

  • Account Executive (Life, Health and/or Annuity Insurance Industry)

    Job Location US-IN-Indianapolis | US-REMOTE
    Regular Full-Time
  • Overview

    EXL Service (NASDAQ: EXLS) is a global end-to-end Insurance Administration provider with Life, Annuity and Health operations, headquartered in New York. EXL was incorporated in 1999 and has since grown to be one of the leading insurance service provider companies with its 17,500 employees including 7000+ talented insurance domain experts and 300+ FLMI, CLU, CPCU, ChFC, RHU, REBC, Series 6 and Series 26 licensed professionals, 20+ service delivery centers across US, India, The Philippines, Malaysia, Czech Republic, Romania and Bulgaria.

    The LifePRO division of EXL is a team dedicated to the development and implementation of the EXL LifePRO insurance administration system for Life, Health and Annuity Business. LifePRO streamlines policy administration for insurance companies through features such as a flexible product engine, real-time customer service and extensive agent compensation support.


    The Account Executive [AE] will handle the business relationships for the major accounts and large sales opportunities with existing clients. The ultimate goal is to assure client retention, maintain strong relationship(s) and satisfaction, and position the EXL brand within the client organization as a strong partnership while achieving EXL’s revenue targets.

    The AE will engage with the LifePRO clients to review the client’s major initiatives and offer EXL solutions to support the initiatives. The AE will develop and manage corporate wide relationships for high-value solutioning opportunities for client accounts. The AE will generate sales with existing clients. The AE will develop and execute plans to exceed sales quotas. The position requires a detail-oriented and motivated person, as the AE will work to achieve targets.

    This role will be responsible for leading account planning for LifePRO clients.  Most importantly, the AE role is that of a "people person," who is able to both maintain current client relationships and build new ones within our client organizations and or partners

    • Provide thought leadership for key clients
    • Develop, maintain, and execute on account plans for each client based on an understanding of the client’s needs and strategy
    • Build a relationship of trust and partnership with the client, not just a vendor
    • Demonstrate foundational knowledge of the LifePRO product, Digital Suite, Data Mart, Analytics and other key technology in an effort to leverage the technology and services to meet the needs of the client.
    • Manage leads and opportunities for the supported clients
    • Coordinate and facilitate periodic account planning sessions with key members of the client organization
    • Create solution and present proposals
    • Prepare proposals for service offerings around the application
    • Lead SOW creation, SOW negotiation to signature with client. ,
    • Assist with the transition of an opportunity from sales to project implementation by working across functional areas ensuring seamless integration from the client perspective
    • Facilitate opportunities to deepen the client relationship through solution building
    • Prepare regular internal reports that summarize the client specific story and success messaging
    • Maintain the client’s profile
    • Serve as initial escalation for service/support issues
    • Assure that issues, incidents, and information are communicated proactively
    • Ensure client satisfaction and retention
    • Conduct periodic client satisfaction checkpoints to gauge client experience with EXL
    • Identify process improvement opportunities and engage resources to implement change where appropriate
    • Meets assigned targets to achieve profitable sales volume and strategic objectives in assigned accounts


    • Actively engage with the client base through the community and annual conference


    • Strong Life, Health and/or Annuity Insurance Industry experience back office administration experience
    • Software platform experience is highly desired
    • Ability to comprehend technical concepts around the applications and service offerings
    • Demonstrate strong verbal, written, interpersonal communication, and presentation skills
    • Excellent client management and customer service skills
    • Ability to organize and manage multiple priorities.
    • Keen ability to influence key decision makers
    • Must be a strategic thinker
    • Must have the ability to frame up solutions to meet the needs of the client
    • Must be organized and demonstrate the ability to manage multiple clients and opportunities
    • Proficient in the use of Microsoft products [Word, Outlook, Excel ]
    • Minimum 25% travel

    EEO Statement



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