VP – Insurance F&A Solutioning, Client Enablement
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Job Description
VP leading EXL's insurance finance and accounting solutioning strategy, major pursuits, and client enablement. Building propositions, winning complex deals, and scaling solutioning teams.
Responsibilities:
- Own Insurance F&A Solutioning OKRs and align them with Insurance growth strategy, pipeline targets and win-rate goals
- Shape the Insurance F&A go-to-market agenda across Life, Annuities, Group, Retirements, Personal Lines, Commercial Lines, Specialty, Workers' Compensation and Broker Management
- Identify value-chain white spaces and build investment cases for new propositions
- Partner with growth leaders on sole-sourced and proactive opportunities and build executive-level prospect and client relationships
- Lead end-to-end RFP/RFI/RFx processes as deal owner for strategic bids
- Lead deal governance, including qualification, solution and pricing reviews, risk and deal-shaping calls, and approvals
- Define win themes, differentiators and commercial models including outcome-linked and gain-share structures
- Lead solution presentations, executive orals, POC demonstrations and client workshops
- Lead due diligence and transition-readiness assessments, including M&A and portfolio transactions
- Improve existing client solutions and identify expansion and transformation opportunities
- Direct research and publication of industry POVs, benchmarks, case studies and analyst briefings
- Represent EXL at industry forums, client events and analyst engagements
- Maintain a reusable knowledge base of solution documents, RFx responses, case studies and demos
- Lead, mentor and performance-manage direct and indirect solutioning leaders and contributors
- Build succession pipeline and talent bench
- Set the solutioning operating model, including capacity planning, quality standards, reuse, win/loss reviews and metrics
- Collaborate across sales, account management, digital, data & analytics, and operations & transitions
Requirements:
- 15–20 years of experience, including at least 10 years in F&A
- Track record in at least four areas: pre-sales, solutioning and bid management; strategic consulting or transformation advisory; digital transformation and intelligent automation including GenAI; data management and analytics; insurance operations leadership; account management and client partnership; opportunity assessment, commercial modelling and deal structuring
- Proven record of leading and winning large, multi-year, multi-tower Insurance F&A or BPM deals, indicatively $10M+ annual contract value
- Experience leading teams of 15+ people in a matrix environment
- Established credibility with C-suite and senior finance, operations and technology leaders at US insurers, reinsurers and brokers
- Bachelor's degree in Business Management, Finance, Accounting, Mathematics, Insurance, Computer Science or a related field
- Strategic thinking and ability to translate market trends and client priorities into differentiated propositions, win themes and transformation roadmaps
- Expertise in commercial and pricing models, benefit cases and risk-reward structuring
- Deep understanding of Insurance F&A processes across Life and P&C, including premium, claims, reinsurance, commissions, US GAAP, NAIC SAP and regulatory accounting and reporting
- Compelling storytelling, negotiation and orals delivery to C-suite audiences
- Strong business writing and research-backed industry POV publication record
- Ability to build, coach and scale solutioning teams and influence senior stakeholders across a matrix organisation
- Working knowledge of automation, AI/GenAI, analytics, and insurance and finance platforms
- Ability to orchestrate multiple concurrent pursuits and meet stringent timelines under pressure
- Highly proficient in MS Excel, PowerPoint and Word
- Willingness to travel across the US and occasionally to EXL global delivery locations
- MBA from a top-tier business school strongly preferred; master's degree or equivalent senior executive education is a plus
- Good-to-have: knowledge across specified Insurance F&A lines; US GAAP including LDTI, NAIC statutory accounting, SOX, state regulatory reporting and IFRS 17; certifications such as CPA, CMA, CPCU, AIC, API, AU, ARe, CIP or FLMI; insurance and finance software, CRM and integration methodologies; technology partnerships; M&A, carve-out or portfolio transition due diligence
Benefits:
- Work from home / remote work arrangement
- Base salary of $200,000–$250,000
- Opportunity to work with senior finance, operations and technology leaders
- Travel to client meetings, orals, industry events and EXL global delivery locations
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