VP – Insurance F&A Solutioning and Client Enablement

EXL•United States,

7d•$200,000 - $250,000

About The Position

The VP – Insurance F&A Solutioning and Client Enablement owns the solutioning charter for EXL’s Insurance Finance & Accounting business across Life & Annuities and Property & Casualty. The role is accountable for win rate, solution quality and pipeline conversion on large, integrated F&A pursuits, and for building the solutioning team and go-to-market propositions behind them. The VP serves as a senior advisor to Insurance growth leaders and C-suite clients. They shape strategy, set win themes and commercial constructs on strategic deals, and bring EXL’s F&A, digital, data and analytics capabilities together in a client-facing narrative. The role works closely with Sales, Account Management, Digital Solutions, Operations & Transitions, Data & Analytics, and Finance. The position leads Insurance F&A growth strategy, strategic pursuits and deal governance; supports existing clients with solution improvements and expansion opportunities; directs thought leadership and market presence; and builds the solutioning team and operating model. It requires extensive experience in F&A and large-deal solutioning, insurance-domain expertise, executive client credibility, and the ability to lead teams and concurrent pursuits. Travel across the US for client meetings, presentations and industry events, and occasional travel to EXL global delivery locations, is expected.

Requirements

15–20 years of experience, including at least 10 years in F&A; Insurance experience is preferred.
A track record in at least four of these areas: pre-sales, solutioning and bid management for large deals; strategic consulting or transformation advisory; digital transformation and intelligent automation, including GenAI; data management and analytics; Insurance operations leadership (P&L or large delivery organization); account management and client partnership; opportunity assessment, commercial modelling and deal structuring.
Proven record leading and winning large, multi-year, multi-tower Insurance F&A or BPM deals, indicatively with annual contract value of USD 10M or more, and measurable win-rate outcomes.
Experience leading teams of 15 or more people, directly or indirectly, 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.
Ability to translate market trends and client priorities into differentiated propositions, win themes and multi-year transformation roadmaps.
Expertise in commercial and pricing models (FTE, transaction, outcome-based and gain-share), benefit cases and risk-reward structuring.
Deep understanding of F&A processes across Life and P&C, including premium, claims, reinsurance, commissions, US GAAP, statutory (NAIC SAP) and regulatory accounting and reporting.
Executive presence, compelling storytelling, negotiation skills and ability to deliver orals to C-suite audiences.
Strong business writing skills and a record of publishing research-backed industry points of view.
Ability to build, coach and scale high-performing solutioning teams and influence senior stakeholders across a matrix organization.
Working knowledge of automation, AI/GenAI, analytics and insurance and finance platforms (e.g., policy, claims and ERP systems), and how they combine into integrated solutions.
Ability to orchestrate multiple concurrent pursuits and meet stringent timelines under pressure.
High proficiency in MS Excel, PowerPoint and Word.
Willingness to travel across the US for client meetings, orals and industry events, and occasionally to EXL global delivery locations.

Nice To Haves

MBA from a top-tier business school; strongly preferred.
A master’s degree or equivalent senior executive education.
Deep knowledge of Insurance F&A across Life, Annuities, Group, Personal Auto and Home, Commercial Lines, Specialty and Workers’ Compensation.
Exposure to US GAAP, including LDTI, NAIC statutory accounting, SOX and state regulatory reporting requirements, and their effects on finance operating models; IFRS 17 familiarity is a plus for global clients.
Relevant certifications such as CPA, CMA, CPCU, AIC, API, AU, ARe, CIP or FLMI.
Familiarity with insurance and finance software (policy administration, claims, ERP and reconciliation tools), CRM systems and integration methodologies.
Experience with strategic partnerships and alliances with technology vendors and analysts.
Experience supporting M&A, carve-out or portfolio-transition due diligence.

Responsibilities

Own Insurance F&A Solutioning OKRs and align them with the 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, take domain propositions to market, and build executive-level relationships with prospects and clients.
Own and lead the end-to-end RFP/RFI/RFx process for the most strategic bids.
Lead deal governance, including qualification and bid/no-bid decisions, solution and pricing reviews, risk and deal-shaping calls, and approvals with Finance, Legal, Operations and Delivery leadership.
Define win themes, differentiators and commercial models, including pricing constructs, outcome-linked and gain-share structures, transformation investments and benefit cases.
Lead solution presentations, executive orals, proof-of-concept demonstrations and client workshops; develop an outcome-led storyline integrating EXL capabilities around the client’s business problem.
Lead due diligence and transition-readiness assessments, including M&A and portfolio transactions when required.
Support existing clients by improving current solutions, identifying expansion and transformation opportunities, and enabling Account Management and Delivery with reusable solutions and proof points.
Develop reactive capability to refresh and improve existing client solutions based on delivery learnings and market shifts.
Direct research and publication of industry points of view, benchmarks, case studies and analyst briefings on Life and P&C F&A; represent EXL at industry forums, client events and analyst engagements.
Maintain an accessible, reusable knowledge base of solution documents, RFx responses, case studies and demos.
Lead, mentor and performance-manage direct and indirect solutioning leaders and contributors, including AVPs, senior managers and solution architects; build succession and talent pipelines.
Set the solutioning operating model, including bid capacity planning, quality standards, reuse, win/loss reviews and metrics reported to the Insurance leadership team.
Collaborate across Sales, Account Management, Digital, Data & Analytics, and Operations & Transitions to meet deadlines and quality standards under pressure.