Strategic & Operational Leadership
Digital Transformation & Innovation
• Champion the implementation of digital solutions (RPA, AI chatbots, cognitive document processing, etc.) to modernize service delivery and reduce turnaround times.
• Drive AI enablement in teams, fostering a culture of data fluency, predictive analytics usage, and continuous innovation.
• Partner with internal tech teams and external vendors to identify, pilot, and scale next-gen technologies that support business KPIs.
Client Management
• Own senior-level client relationships and steer digital transformation roadmaps with measurable outcomes.
• Conduct quarterly business reviews (QBRs) and innovation showcases to reinforce value delivered through digitization and automation.
Compliance & Quality Oversight
• Ensure compliance with global and local insurance regulatory bodies.
People & Leadership Development
• Build and lead a high-performing leadership bench that embraces digital-first thinking.
• Provide strategic coaching to operations managers and train teams on using AI-enhanced tools effectively.
Financial & Commercial Management
• Manage the P&L for the account, balancing efficiency from automation with workforce investments.
Required:
• Bachelor’s degree; MBA or equivalent preferred.
• Minimum 12 years of experience in BPO, with 5+ years managing insurance operations.
• Proven success in deploying AI/RPA/digital tools in operational teams with measurable impact.
• Strong knowledge of life and annuities insurance workflows and compliance frameworks.
• Excellent executive presence and ability to influence across global, cross-functional teams.
Preferred:
• Certifications in LOMA, LIMRA, FLMI, or equivalent.
• Familiarity with low-code platforms, intelligent document processing (IDP), NLP/AI models, and insurance platforms like Guidewire or Duck Creek.
• Experience leading AI-readiness assessments or digital transformation workshops with client
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.
