Exl Service

Account Leader, Insurance (Sr. Manager/Director/Partner level)

Job Location US-NY-New York
EXL Consulting
Regular Full-Time


As an Account Leader, Insurance (Sr. Manager/Director/Partner level) in EXL’s digital consulting practice you will work with C-level executives through senior management to drive transformational change.  You will develop strategies focusing on driving growth, efficiency in operations and digital transformative change in Customer Experience, Intelligent Operations through Robotic Process Automation (RPA) and Enterprise Architecture through systems integration, machine learning, data and analytics.  Industry focus will be Insurance, specifically Life & Annuities across tier 1 and tier 2 insurance companies. The Account Leader, Insurance will play the role as a subject matter expert across our insurance businesses and work with the Executive Team on new service offerings, go-to-market strategies and the overall top-line revenue growth of the practice.  


  • Develop and drive digital transformation strategies at EXL’s key growth and strategic accounts; leveraging CX, RPA & Enterprise Architecture; focusing on Customer Acquisition, Operations, Finance, Risk, Audit & Compliance.
  • Build digital revenue through value-led relationships with clients and originate revenue via a team sales approach, collaborating with EXL sales, consulting, and executive leadership teams.
  • Develop relationships and digital roadmaps for key clients and prospective pursuits, prioritizing interventions to make practical roadmaps.  Conduct value analysis, drive business use case development to convert sales.
  • Play an active role in all aspects of projects, from hypothesis development, prototyping and delivery leveraging design thinking and agile delivery methodologies; working with client leadership and internal staff spanning analysts, architects, developers, modelers and data scientists.
  • Proposal development and presentations to client executive management with opportunities to drive internal research and development to shape industry wide solutions and transformations.
  • Accountable for project/delivery and execution within timelines, scope and budgets as committed to clients.


  • Summarized ‘Must Haves’ (weighted by importance):

    • Strong L&A domain - 40%
    • Worked as a Farmer/Hunter with revenue target of $2M-5M per account - 30%
    • Digital delivery experience (Could be any technology – RPA, ML, Analytics, NLP, etc) - 20%
    • Prior consulting experience/VP+ client facing roles - 10%


    Preferred skills/experience:

    • Strong combination of insurance industry domain, technology and consultative / consultative selling skills.  Familiarity with underwriting, claims processing, new business/enrollment, policy management functions in Life & Annuities insurance. **10+ years of insurance industry experience preferred**
    • Prior consulting background in a delivery management and oversight capacity delivering solutions in the above insurance domain area.
    • Skilled in rapid prototyping of digital solutions using design thinking and agile delivery.
    • Thought Leadership on industry digital shifts in P&C Insurance/L&A Insurance
    • Combination of strategic and analytical insights with a passion for technology.
    • Ability to work in a global delivery model.  Good understanding of agile and DEVOPS approach and ability to implement automation in an operations infrastructure.
    • Depth of knowledge and previous experience in a technology/IT strategy related role combined with expertise in areas such as digital strategy/transformation, IT infrastructure & architecture, IoT, AI/machine learning, robotics, cloud, big data and analytics.
    • Strong preference to candidates with implementation of CX strategies, Robotic Process Automation project delivery as well as Systems Integration/Enterprise Architecture.
    • Excellent track record of academic and managerial or professional achievement with proven experience of leadership in a work setting and/or through extracurricular activities.
    • Preference toward candidate with experience working at startups or Blue-Chip companies
    • Nice to have awareness of Devops,Agile,Scaled Agile Framework (SAFe).



EEO Statement



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