VP – Insurance F&A Solutioning, Client Enablement

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of Insurance F&A Solutioning OKRs and ensure alignment with the Insurance growth strategy, pipeline targets, and win-rate objectives.

• Develop the go-to-market strategy for Insurance F&A across various sectors including Life, Annuities, Group, Retirements, Personal Lines, Commercial Lines, Specialty, Workers' Compensation, and Broker Management.

• Discover value-chain gaps and create investment proposals for new offerings.

• Collaborate with growth leaders on exclusive and proactive opportunities, fostering executive-level relationships with prospects and clients.

• Manage end-to-end RFP/RFI/RFx processes as the primary deal owner for strategic bids.

• Oversee deal governance, which includes qualification, solution and pricing evaluations, risk and deal-shaping discussions, and obtaining necessary approvals.

• Establish win themes, differentiators, and commercial models, including outcome-linked and gain-share arrangements.

• Conduct solution presentations, executive briefs, POC demonstrations, and client workshops.

• Lead due diligence and readiness assessments for transitions, including M&A and portfolio transactions.

• Enhance existing client solutions while identifying opportunities for expansion and transformation.

• Direct research and the publication of industry perspectives, benchmarks, case studies, and analyst briefings.

• Represent EXL at industry events, client gatherings, and analyst meetings.

• Maintain a comprehensive knowledge base of solution documents, RFx responses, case studies, and demonstrations.

• Guide, mentor, and manage the performance of both direct and indirect solutioning leaders and contributors.

• Develop a succession pipeline and talent pool.

• Establish the solutioning operational model, which encompasses capacity planning, quality standards, reuse, win/loss evaluations, and metrics.

• Collaborate across sales, account management, digital, data & analytics, and operations & transitions.

⛳️ Requirements

• 15–20 years of relevant experience, with a minimum of 10 years in F&A.

• Proven success 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 partnerships; opportunity assessment, commercial modeling, and deal structuring.

• Demonstrated ability to lead and successfully secure large, multi-year, multi-tower Insurance F&A or BPM contracts, typically valued at $10M+ annually.

• Experience managing teams of 15 or more in a matrixed environment.

• Established credibility with C-suite and senior finance, operations, and technology leaders within US insurers, reinsurers, and brokers.

• Bachelor's degree in Business Management, Finance, Accounting, Mathematics, Insurance, Computer Science, or a related discipline.

• Strategic thinker with the capability to translate market trends and client needs into unique propositions, win themes, and transformation strategies.

• Proficiency in commercial and pricing models, benefit analyses, and risk-reward structuring.

• Comprehensive understanding of Insurance F&A processes across Life and P&C, including premiums, claims, reinsurance, commissions, US GAAP, NAIC SAP, and regulatory accounting and reporting.

• Effective storytelling, negotiation skills, and ability to present compelling orals to C-suite audiences.

• Strong business writing skills and a proven track record in publishing research-backed industry perspectives.

• Capability to build, coach, and scale solutioning teams while influencing senior stakeholders across a matrix organization.

• Familiarity with automation, AI/GenAI, analytics, and insurance and finance platforms.

• Ability to manage multiple concurrent pursuits and adhere to strict timelines under pressure.

• Highly skilled in MS Excel, PowerPoint, and Word.

• Willingness to travel throughout the US and occasionally to EXL global delivery sites.

• MBA from a prestigious business school is strongly preferred; a master's degree or equivalent senior executive education is a plus.

• Good-to-have: knowledge across specified Insurance F&A lines; familiarity with 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; experience with insurance and finance software, CRM, and integration methodologies; technology partnerships; and M&A, carve-out, or portfolio transition due diligence.

🏝️ Benefits

• Opportunity to work from home or a remote work arrangement.

• Competitive base salary ranging from $200,000 to $250,000.

• Chance to collaborate with senior finance, operations, and technology leaders.

• Travel opportunities for client meetings, orals, industry events, and visits to EXL global delivery locations.