Senior Manager

Position Title, Responsibility Level:

Senior Manager - Solutions

Function: Life & Annuity Solutions

Reports To

AVP – Account Management

Permanent/ Temporary

Permanent

Span of Control:

NA

Location:

India

EXL Life Solutions Team

Essential Functions

• Lead end-to-end RFP/RFI/RFx process with solutioning consulting and bid management capabilities in the L&A Insurance vertical.
• Thoroughly analyze artifacts shared by the clients and account manager/sales team to identify and understand their specific requirements. Translating clients’ needs into comprehensive solution proposals that align with our products and services.
• Deliver compelling and persuasive presentations to clients, showcasing the value and benefits of our solutions. Tailor presentations to the audience's needs and concerns.
• Design, create, maintain and deliver presentations that educate regarding EXL’s software solutions’ value proposition in the marketplace; and related solutions to EXL clients and prospects.
• Support the Solution Management team in developing and refining new solutions, product strategies & roadmaps.
• Building a proactive capability to improve existing solutions for clients.
• Maintain a deep understanding of various Life, Annuities and Retirement products and their operational nuances through secondary research and conversation with industry experts, clients, analysts and subject matter experts.
• Create structured and comprehensive documentation of solution documents, RFx responses, case study preparation and demos that are easy to access and understand
• Leading due diligence exercise, if required.
• Accept additional duties as required by business needs as part of collaborative teams.
  

Primary Internal Interactions And Stakeholders

• Business, Sales and Client Management team
• Products and Platforms
• Operations SME’s & Supervisors
• Quality & Process Excellence
• Analytics
• Other enabling functions as need basis
  

Primary External Interactions

Organizational Relationships

Reports To: AVP – Account Management

Skills

Technical Skills

• Experience in L&A Insurance domain is preferred
• Consulting or Bid Management background
• Project management background is a plus
• Excellent working knowledge of MS Office – MS Excel, Power Point, Word Doc, Outlook
• Proficient with MS-VISIO for flowcharting/process mapping software
• Experience of packaging and showcasing capabilities and solutions
• Working knowledge of AI tools & techniques that improve productivity
  

Process Specific Skills

• Understanding of Insurance processes (e.g. NBUW, Claims, Policy administration, Origination, Billing, etc.)
• Agile Process
• Preferred conceptual understanding of the Insurance industry
  

Soft Skills (Desired)

• Good Interpersonal skills
• Good written and oral Communication
• Strong Presentation skills
• Multi-tasking and prioritizing ability
• Project management skills to drive improvement projects / initiatives
  

Soft Skills (Minimum)

• Strategic focus and strong business acumen
• Demonstrates a global mindset
• Demonstrates an intellectually agile and analytical approach and thought process
• Stakeholder Management
• Auditing skills and eye for details
• Ability to coach and give feedback on an ongoing basis.
• Problem solving skills
• Ability to resolve conflicts constructively and lead in a continually challenging environment
  

Education Requirements

• Bachelor’s or MBA degree in any discipline
• LOMA certification a big plus Any certifications / training on project management is a plus.
  

Work Experience And Additional Requirements

• Overall 10+ years of experience wherein 5+ years in Bid management, solutioning/consulting, or related field. Familiarity with project management is a plus.
• Must have 2-3 years of relevant experience with demonstrated success.
• Proven ability to drive a solution from start to finish.
• Experience in Insurance domain is MANDATORY.
• Experience of packaging and showcasing capabilities and solutions
• Willing to work in 24X7 environment
• Ability to travel as required