- Lead and manage a team of account managers, providing strategic direction and mentorship.
- Develop and execute account management strategies to maximize client satisfaction and retention.
- Build and maintain strong relationships with key clients, understanding their needs and goals.
- Identify and pursue new business opportunities within the insurance industry.
- Collaborate with cross-functional teams to deliver innovative insurance solutions.
- Ensure timely and accurate delivery of services, meeting client expectations and SLAs.
- Monitor industry trends and market dynamics to stay ahead of the competition.
- Conduct regular performance reviews and provide constructive feedback to the team.
- Maintain a high level of professionalism and ethical standards in all client interactions.
- A bachelor's degree in Business Administration, Finance, or a related field is required.
- Minimum of 10 years of experience in insurance account management, with a proven track record of success.
- Strong leadership and mentorship skills, with the ability to inspire and motivate a team.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Demonstrated ability to build and maintain long-term client relationships.
- Analytical mindset with experience in data-driven decision-making.
- Proficiency in MS Office and CRM systems is essential.
- Knowledge of insurance industry regulations and compliance standards.
- Ability to work independently and manage multiple projects simultaneously.
- A results-driven and proactive attitude, with a passion for continuous improvement.
Skills Required
- Bachelor's degree in Business Administration, Finance, or related field
- Minimum of 10 years of experience in insurance account management
- Proven track record in insurance account management and client relations
- Strong leadership and mentorship skills with ability to inspire and motivate a team
- Excellent communication and interpersonal skills
- Demonstrated ability to build and maintain long-term client relationships
- Analytical mindset with experience in data-driven decision-making
- Proficiency in MS Office and CRM systems
- Knowledge of insurance industry regulations and compliance standards
- Ability to work independently and manage multiple projects simultaneously
- Results-driven and proactive attitude with focus on continuous improvement
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.
