Job Description

This role is responsible for managing and executing the implementation of operational processes, systems, and client solutions while supporting new client onboarding, system conversions, and product implementations. This role bridges business, operations, and technology to ensure smooth onboarding of new blocks of business, carriers, and product expansions. This role requires strong analytical skills, attention to detail, and the ability to collaborate across departments such as Operations, IT, Risk & Compliance, Finance, and Client stakeholders to deliver accurate and timely implementation outcomes and ensure seamless onboarding, data integration, and process optimization for new and existing clients.

Key Responsibilities:

• Project Planning
  • Develop and maintain detailed project plans, timelines, and documentation.
  • Identify project dependencies and critical paths to ensure successful delivery.
  • Escalate issues and risks proactively and recommend mitigation strategies.
• Client Onboarding & Operational Readiness
  • Create end-to-end implementation of operating guidelines, process documentation/SOPs and workflows.
  • Assist in training materials and knowledge transfer sessions for business users.
  • Coordinate with internal teams (Product, Technology, Compliance, Client Services) to ensure timely and accurate delivery.
  • Ensure operational readiness for call center, processing teams, finance and accounting and compliance teams for day 1 processing and throughout the hypercare stage.
  • Conduct post-implementation reviews to assess success and identify areas for improvement.
• Process & Data Analysis
  • Document and validate business requirements for client onboarding, conversions, and new product launches.
  • Analyze legacy data sets and field mappings to inform system design and configuration.
  • Validate account data and reconcile discrepancies across platforms.
  • Assist in the development of reports and dashboards using SQL and Excel.
• Stakeholder Collaboration
  • Serve as a liaison between clients, internal departments, and third-party vendors.
  • Facilitate training sessions and workshops for clients and internal teams.
  • Build and maintain strong relationships with stakeholders to ensure alignment and satisfaction.
• Compliance & Quality Assurance
  • Ensure implementations comply with regulatory requirements and internal standards.
  • Create and complete UAT/BET testing and quality assurance efforts during system rollouts.
  • Document ongoing quality audit processes

Qualifications:

• Bachelor’s degree in Business, Finance, Information Systems, or related field or equivalent work experience.
• 3–5 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles.
• Familiarity with life and annuity products (Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, Riders, etc.).
• Strong understanding of third-party administration functions and compliance requirements.
• Experience with policy administration systems (LifePRO, ALIP, DXC, or similar).
• Excellent communication, analytical, and organizational skills.
• trong skills in data analysis, Excel, and reconciliation techniques
• Exposure to testing cycles (UAT/BET), defect management, and conversion projects.
• Knowledge of operational risk, compliance requirements, and SOC1 controls a plus.
• Strong interpersonal skills with ability to work in multi-geo teams (US/India)

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.