Essentials
• Design, develop, and maintain automation solutions using VBA, Python, Power Apps, Power Automate, Power BI, SQL, SharePoint, Excel, and Microsoft 365 tools.
• Build Canvas Apps and Model-Driven Apps to digitize business processes, forms, validations, and operational workflows.
• Develop Power Automate cloud flows and, where required, desktop flows for approvals, alerts, notifications, data movement, and process orchestration.
• Integrate Power Apps and Power Automate with SharePoint, Outlook, Teams, Excel, Dataverse, SQL, and other enterprise applications/connectors.
• Develop automated reports, reconciliations, dashboards, data validations, and exception management solutions for insurance and finance operations.
• Analyze insurance business processes and identify opportunities for automation, optimization, standardization, and control improvement.
• Work with stakeholders to gather requirements and translate business needs into scalable low-code/no-code technical solutions.
• Perform unit testing, UAT support, deployment, troubleshooting, production monitoring, and post-implementation support.
• Create and maintain technical documentation, SOPs, user guides, solution design documents, and process control documents.
• Follow Power Platform governance, security, environment management, version control, and solution lifecycle best practices.
• Collaborate with business, operations, technology, and transformation teams to drive continuous improvement initiatives.
Primary Internal Interactions
• Business teams, Finance & Accounting teams, operational leadership, transformation champions, and senior management.
• Technology, Infrastructure, Information Security, Data Governance, Automation COE, Reporting, and Analytics teams.
• Developers, testing teams, SMEs, and process owners across insurance operations.
Qualifications• Hands-on experience in Power Apps, Power Automate, VBA, Python, Power BI, SQL, SharePoint, and Microsoft 365 technologies.
• Strong proficiency in Microsoft Excel, VBA Macros, Python, Canvas Apps, Model-Driven Apps, cloud flows, and workflow automation.
• Experience with Dataverse, SharePoint Lists/Libraries, Outlook/Teams integration, connectors, APIs, and data source integration.
• Understanding of Power Platform security roles, environments, governance, ALM, solution packaging, and deployment practices.
• Strong analytical, problem-solving, debugging, and solution design skills.
• Know-how of Insurance and Finance processes, preferably Insurance.
• Experience in Finance & Accounting, reporting, operations, shared services, or business process automation.
• Ability to identify automation opportunities, document current-state processes, and propose future-state digital workflows.
• Delivery experience in a business-aligned IT or low-code transformation environment.
• Excellent presentation, verbal, and written communication skills.
• Strong stakeholder management, requirement-gathering, and consultative communication skills.
• Excellent analytical skills and aptitude for problem solving, including data analysis and validation.
• Able to work independently and as part of a cross-functional team.
• Good verbal and written communication skills with the ability to interact across all levels of the organization.
• Good listening, facilitation, and consultative skills.
• Good negotiation, influencing, persuasion, and interpersonal skills.
Skills Required
- Hands-on experience with Power Apps, Power Automate, VBA, Python, Power BI, SQL, SharePoint, and Microsoft 365 technologies
- Strong proficiency in Microsoft Excel, VBA macros, Python, Canvas Apps, Model-Driven Apps, cloud flows, and workflow automation
- Experience with Dataverse, SharePoint Lists and Libraries, Outlook and Teams integration, connectors, APIs, and data source integration
- Understanding of Power Platform security roles, environments, governance, application lifecycle management, solution packaging, and deployment practices
- Strong analytical, problem-solving, debugging, and solution design skills
- Knowledge of insurance and finance processes, preferably insurance
- Experience in Finance and Accounting, reporting, operations, shared services, or business process automation
- Ability to identify automation opportunities, document current-state processes, and propose future-state digital workflows
- Delivery experience in a business-aligned IT or low-code transformation environment
- Excellent presentation, verbal, and written communication skills
- Strong stakeholder management, requirements gathering, and consultative communication skills
- Ability to work independently and as part of a cross-functional team
- Good listening, facilitation, negotiation, influencing, persuasion, and interpersonal skills
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.
