Job Description

Work Location- Remote- United States

US Salary Range- $120K-135K

https://www.exlservice.com/us-careers-and-benefits

We are seeking an Operations Implementation lead Analyst, which is a key member of the Life & Annuity TPA team. We are seeking someone with experience in the industry leading client onboarding and large-scale conversions and/or new annuity or life insurance product launches with a focus on creating the operating environment. Someone worked in both operations and delivery and understood how solutions will impact the operating environment. 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 preferred or an equivalent of 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/Philippines)
• There is always the possibility of international travel as this role supports all multi-geo operations teams

The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.