- Manage and develop key client relationships, ensuring high levels of satisfaction.
- Oversee the delivery of insurance life and annuity products, ensuring quality and timely service.
- Collaborate with digital analytics teams to enhance our service offerings and client insights.
- Identify new business opportunities and develop strategies to expand our client base.
- Ensure effective communication and alignment between internal teams and clients.
- Monitor industry trends and market dynamics to stay ahead of the competition.
- Develop and implement account management processes and best practices.
- Conduct regular performance reviews and provide feedback to the account management team.
- Represent the company at industry events and conferences, building our network and presence.
- A bachelor's degree in business, finance, or a related field is required, with a preference for an advanced degree.
- Minimum of 10 years of experience in account management, with a focus on insurance or financial services.
- Proven leadership skills and the ability to manage and mentor a high-performing team.
- Strong business acumen and a track record of driving business growth and client success.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust.
- Deep understanding of insurance life and annuity products, and digital analytics trends.
- Experience in developing and implementing account management strategies.
- Ability to work collaboratively across teams and departments.
- Strong analytical skills and proficiency in data-driven decision-making.
- A results-oriented mindset with a passion for delivering exceptional client experiences.
Skills Required
- Bachelor's degree in business, finance, or a related field
- Advanced degree
- At least 10 years of account management experience focused on insurance or financial services
- Leadership experience managing and mentoring high-performing teams
- Strong business acumen and demonstrated business growth and client success
- Excellent communication and interpersonal skills
- Deep understanding of life insurance and annuity products
- Understanding of digital analytics trends
- Experience developing and implementing account management strategies
- Ability to collaborate across teams and departments
- Strong analytical skills and data-driven decision-making proficiency
- Results-oriented mindset focused on exceptional client experiences
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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