The VP – Insurance F&A Solutioning and Client Enablement owns the solutioning charter for EXL's Insurance Finance & Accounting business across Life & Annuities and Property & Casualty (P&C). The role is accountable for win rate, solution quality and pipeline conversion on large, integrated F&A pursuits, and for building the solutioning team and go-to-market propositions behind them.
The VP acts as a senior advisor to Insurance growth leaders and C-suite clients. The role shapes strategy, sets the win themes and commercial constructs on strategic deals, and brings EXL's F&A, digital, data and analytics capabilities together into one client-facing narrative. The VP works closely with Sales, Account Management, Digital Solutions, Operations & Transitions, Data & Analytics and Finance.
ResponsibilitiesStrategy and growth
- Own the Insurance F&A Solutioning OKRs and tie them directly to the Insurance growth strategy, pipeline targets and win-rate goals.
- Shape the Insurance F&A go-to-market agenda across Life, Annuities, Group, Retirements, Personal Lines, Commercial Lines, Specialty, Workers' Compensation and Broker Management. Scan the value chain and identify white spaces, and build the investment case for new propositions.
- Partner with growth leaders on sole-sourced and proactive opportunities. Take domain propositions to market and build executive-level relationships with prospects and clients.
Pursuit and deal leadership
- Lead the end-to-end RFP/RFI/RFx process as deal owner for the most strategic bids.
- Lead deal governance: qualification (bid/no-bid), solution and pricing reviews, risk and deal-shaping calls, and approvals with Finance, Legal, Operations and Delivery leadership.
- Define win themes, differentiators and the commercial model: pricing constructs, outcome-linked and gain-share structures, transformation investments and benefit cases.
- Lead solution presentations, executive orals, POC demonstrations and client workshops, and build a simplified, outcome-led storyline that integrates multiple EXL capabilities against the client's business problem.
- Lead due diligence and transition-readiness assessments, including M&A and portfolio transactions where required.
Client enablement
- Support the existing client base by improving current solutions, identifying expansion and transformation opportunities, and enabling Account Management and Delivery with reusable solutions and proof points.
- Build reactive capability to refresh and improve existing client solutions based on delivery learnings and market shifts.
Thought leadership and market presence
- Direct the research and publication of industry POVs, benchmarks, case studies and analyst briefings on Life and P&C F&A. Represent EXL at industry forums, client events and analyst engagements.
- Maintain a structured knowledge base of solution documents, RFx responses, case studies and demos that is easy to access and reuse.
People and operating model
- Lead, mentor and performance-manage a team of direct and indirect solutioning leaders and contributors, including AVPs, senior managers and solution architects. Build the succession pipeline and a strong talent bench.
- Set the solutioning operating model: bid capacity planning, quality standards, reuse, win/loss reviews, and metrics reported to the Insurance leadership team.
- Collaborate across sales, account management, digital, data & analytics and operations & transitions to meet deadlines and quality standards under pressure.
- 15–20 years of experience, with at least 10 years in F&A (Insurance experience preferred), and with a track record in at least four of the following areas:
- Pre-sales, solutioning and bid management for large deals
- Strategic consulting or transformation advisory
- Digital transformation and intelligent automation (including GenAI)
- Data management and analytics
- Insurance operations leadership (P&L or large delivery organisation)
- Account management and client partnership
- Opportunity assessment, commercial modelling and deal structuring
- Proven record of leading and winning large, multi-year, multi-tower Insurance F&A or BPM deals (indicatively, deals of USD 10M+ annual contract value), with measurable win-rate outcomes.
- Experience leading teams of 15+ people (directly or indirectly), in a matrix environment.
- Established credibility with C-suite and senior finance, operations and technology leaders at US insurers, reinsurers and brokers.
Education
- Bachelor's degree in Business Management, Finance, Accounting, Mathematics, Insurance, Computer Science or a related field.
- MBA from a top-tier business school (strongly preferred). A master's degree or equivalent senior executive education is a plus.
Skillset
- Strategic thinking: ability to translate market trends and client priorities into differentiated propositions, win themes and multi-year transformation roadmaps.
- Deal craft: expertise in commercial and pricing models (FTE, transaction, outcome-based, gain-share), benefit cases and risk-reward structuring.
- Deep understanding of the F&A processes across Life and P&C, including premium, claims, reinsurance, commissions, US GAAP, statutory (NAIC SAP) and regulatory accounting and reporting.
- Executive presence: compelling storytelling, negotiation and orals delivery to C-suite audiences.
- Strong business writing and a proven record of publishing research-backed industry POVs.
- Leadership: ability to build, coach and scale high-performing solutioning teams, and to influence senior stakeholders across a matrix organisation.
- Technology fluency: working knowledge of automation, AI/GenAI, analytics, and insurance and finance platforms (e.g., policy, claims and ERP systems) and how they combine into integrated solutions.
- Program and stakeholder management: ability to orchestrate multiple concurrent pursuits and meet stringent timelines under pressure.
- Highly proficient in MS Excel, PowerPoint and Word.
- Willingness to travel across the US for client meetings, orals and industry events, and occasionally to EXL global delivery locations.
Good to Have
- Deep knowledge of Insurance F&A across Life, Annuities, Group, Personal Auto and Home, Commercial Lines, Specialty and Workers' Compensation.
- Exposure to US GAAP (including LDTI), NAIC statutory accounting, SOX and state regulatory reporting requirements, and their effect on finance operating models. IFRS 17 familiarity is a plus for global clients.
- Relevant certifications such as CPA, CMA, CPCU, AIC, API, AU, ARe, CIP or FLMI.
- Familiarity with insurance and finance software (policy admin, claims, ERP, reconciliation tools), CRM systems and integration methodologies.
- Experience with strategic partnerships and alliances with technology vendors and analysts.
- Experience supporting M&A, carve-out or portfolio transition due diligence.
The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.
Skills Required
- 15–20 years of professional experience
- At least 10 years of Finance and Accounting experience
- Experience in at least four areas including pre-sales and solutioning, strategic consulting, digital transformation, data and analytics, insurance operations leadership, account management, or commercial deal structuring
- Track record of leading and winning large, multi-year, multi-tower Insurance F&A or BPM deals, indicatively involving USD 10M or more annual contract value
- Experience leading teams of 15 or more people directly or indirectly in a matrix environment
- Established credibility with C-suite and senior finance, operations, and technology leaders at US insurers, reinsurers, and brokers
- Bachelor’s degree in Business Management, Finance, Accounting, Mathematics, Insurance, Computer Science, or a related field
- MBA from a top-tier business school
- Master’s degree or equivalent senior executive education
- Deep understanding of Insurance F&A processes across Life and P&C, including premium, claims, reinsurance, commissions, US GAAP, NAIC SAP, and regulatory accounting and reporting
- Expertise in commercial and pricing models, benefit cases, and risk-reward structuring
- Working knowledge of automation, AI or GenAI, analytics, and insurance and finance platforms
- Highly proficient in MS Excel, PowerPoint, and Word
- Willingness to travel across the US and occasionally to global delivery locations
- Knowledge of Insurance F&A across multiple lines including Life, Annuities, Group, Personal Auto and Home, Commercial Lines, Specialty, and Workers’ Compensation
- Exposure to US GAAP including LDTI, NAIC statutory accounting, SOX, state regulatory reporting, and IFRS 17
- Relevant certifications such as CPA, CMA, CPCU, AIC, API, AU, ARe, CIP, or FLMI
- Familiarity with insurance and finance software, CRM systems, and integration methodologies
- Experience with strategic technology partnerships, alliances, and analyst relationships
- Experience supporting M&A, carve-out, or portfolio transition due diligence
EXL Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EXL and has not been reviewed or approved by EXL.
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Healthcare Strength — Medical plan options include HSA, HRA, and PPO choices, with additional health-related programs such as disability coverage and an employee assistance program. Feedback suggests these options provide meaningful flexibility and coverage breadth for many roles.
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Leave & Time Off Breadth — Up to 20 days of paid time off, plus federal holidays and paid sick and safe time, are highlighted. Feedback suggests this leave structure is a notable benefit alongside core compensation.
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Retirement Support — A traditional and Roth 401(k) with up to a 3% company match and full vesting after one year is described. Feedback suggests this match and vesting timeline help bolster long-term savings.
EXL Insights
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.
