- Lead and manage a team of account managers, providing guidance and support to ensure effective client relationship management.
- Develop and execute account management strategies to maximize client retention and growth.
- Serve as the primary point of contact for key clients, building strong relationships and understanding their business objectives.
- Collaborate with the consulting team to design and implement innovative insurance solutions tailored to client needs.
- Monitor and analyze client feedback, identifying areas for improvement and implementing necessary changes.
- Ensure timely and accurate delivery of services, meeting client expectations and industry standards.
- Conduct regular performance reviews and provide constructive feedback to the account management team.
- Stay updated on industry trends and best practices, incorporating new insights into our account management approach.
- Develop and maintain a robust pipeline of potential clients through networking and lead generation activities.
- Represent the company at industry events, conferences, and client meetings, promoting our brand and services.
- Bachelor's degree in Business Administration, Insurance, or a related field.
- 5-8 years of experience in account management, with a proven track record in the insurance industry.
- Strong leadership and management skills, with the ability to motivate and inspire a team.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Demonstrated ability to build and maintain strong client relationships, with a focus on client satisfaction.
- Experience in consulting or a consulting-like environment is preferred.
- Proficiency in using CRM systems and other account management tools.
- Analytical skills with the ability to interpret data and make informed decisions.
- Strong problem-solving and conflict resolution abilities.
- Ability to work independently and manage multiple projects simultaneously.
Skills Required
- Bachelor's degree in Business Administration, Insurance, or a related field
- 5-8 years of account management experience
- Proven track record in the insurance industry
- Strong leadership and team management skills
- Excellent communication and interpersonal skills
- Client-centric approach and demonstrated ability to build and maintain client relationships
- Experience in consulting or a consulting-like environment
- Proficiency with CRM systems and account management tools
- Analytical skills and ability to interpret data
- Strong problem-solving and conflict-resolution abilities
- Ability to work independently and manage multiple projects simultaneously
What We Do
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.

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