Exl Service

  • Account Manager - EXL Survey and Risk Control

    Job Location US-REMOTE
    OSI - Overland Solutions
    Regular Full-Time
  • Overview

    EXL is a Nasdaq listed Operations Management and Analytics leader (exlservice.com). EXL has approximately 28,000 professionals in 32 global delivery centers throughout the U.S., Europe, Asia, Latin America, and South Africa. The business operates within numerous industry verticals, with P&C Insurance being its largest business. EXL Survey & Risk Control is a new brand for Overland Solutions’ Loss Control and Underwriting Survey operation, acquired by EXL in late 2014. Overland Solutions has a rich history of providing Insurance Underwriting Support Services across the country for both personal and commercial lines insurers.


    Our mission is to extend our clients reach by making their problems our problems, their customers our priority, and their business our passion.  At EXL Survey & Risk Control, we use our expertise, nationwide coverage, and true partner mentality to always find a way.

    EXL Survey & Risk Control provides Risk Control services to Insurance Carriers and Wholesalers (MGAs). We service High Value residences, small businesses, and the middle market in all 50 states, partnering with insurance companies to improve loss ratios, retain accounts and improve overall underwriting results.  We work with insurance carriers to understand the level of complexity, the skill set of the consultant needed to complete the work, and the corresponding price point. The result is a detailed deliverable with meaningful, actionable facts for loss prevention and improved underwriting results. 


    EXL is dedicated to ease of business. In addition to terrific customer service, clients can order and track work though EXL’s web platform, and also access various management reports. EXL has also developed an exclusive, innovative software application to maximize efficiency and productivity for our management, Sales team, and field consultants.


    The successful candidate will possess a minimum of 3 years account management or sales background with preferred experience in the commercial insurance industry, Loss Control, Underwriting, or Claims. The Account Manager- Business Development position will be responsible for managing a select group of accounts, providing outstanding customer support, and supporting the sales efforts of the company by driving growth opportunities with clients and prospective clients.



    You will play the key role in maintaining and developing client relationships.  These relationships require a savvy individual who is personable and possesses strong communications skills, both written and verbal.  You will be the advocate for your assigned accounts serving as the key point of contact.  You are expected to maintain a high-level of customer satisfaction and provide best in class customer service.



    In addition to the above, the candidate will be responsible for the following:



    Key Responsibilities


    • Revenue Growth:
      • Establish relationships with existing and prospective customers to achieve revenue targets
      • Achieve revenue targets for all EXL Survey & Risk Control product lines
      • Collaborate across the EXL organization to demonstrate the depth and breadth of EXL’s solutions


    • Book Management:
      • Manage the overall health and growth of your book of business
      • Perform client advocacy by working in partnership with operations to provide clients with excellent results and a first-rate experience
      • Align customer needs with correct products and solutions
      • Coordinate proper account maintenance including, account set-up, contract renewal and complaint resolution
      • Act as a liaison between the client and our company (operations, IT, accounting, and sales)
      • Lead effective onsite visits with clients and prospects


    • Sales Cycle:
      • Drive the sales cycle from deal origination to closure (signed contract)
      • Prospect to increase pipeline and facilitate opportunity progression


    Professional background


    The successful candidate will possess a minimum of 3 years account management or sales background with experience in the commercial P&C insurance industry

    • Candidate has proactively managed client expectations, built deep client partnerships, and developed excellent communication to connect at all levels within the client’s organization
    • Significant contributions to account management and account retention
    • Preferable experience in Loss Control, Claims, or Underwriting
    • He/she is astute at identifying and qualifying leads, and have the proven ability to convert these relationships into revenue
    • Incumbent possesses strong customer service and sales skills (relationship and account management, complain resolution, account planning, pipeline management, closing deals, etc.).


    Personality and Style


    The position requires an applicant that is strategically minded and able to create a consultative and solution-focused approach. The ideal candidate has strong emotional intelligence


    • Demonstrate mature confidence and the ability to inspire and motivate others. 
    • Motivated by providing excellent client service, winning financial incentives as well as career growth, with an ability to generate excitement and commitment to drive growth.
    • Excellent communication skills with an ability to adapt the message to varying audiences are required. 
    • Commitment, decisiveness, high energy and strong work ethic are essential.
    • Candidate is a “quick study” and “self-starter” with an impatience for the status quo and a true sense of urgency.
    • A nicely assertive personality combined with a collaborative problem-solving style. 
    • Strategic thinker with bias toward action

    EEO Statement



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