[Hiring] VP – Insurance F&A Solutioning and Client Enablement @EXL

Role Description

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.

Responsibilities

• Strategy 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 various sectors.
  • 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.
  • Lead solution presentations, executive orals, POC demonstrations and client workshops.
  • Lead due diligence and transition-readiness assessments.
• Client enablement:
  • Support the existing client base by improving current solutions.
  • Identify expansion and transformation opportunities.
  • Enable Account Management and Delivery with reusable solutions and proof points.
  • Build reactive capability to refresh and improve existing client solutions.
• Thought leadership and market presence:
  • Direct the research and publication of industry POVs, benchmarks, case studies and analyst briefings.
  • Represent EXL at industry forums, client events and analyst engagements.
  • Maintain a structured knowledge base of solution documents.
• People and operating model:
  • Lead, mentor and performance-manage a team of direct and indirect solutioning leaders and contributors.
  • Set the solutioning operating model.
  • Collaborate across various departments to meet deadlines and quality standards under pressure.

Qualifications

• 15–20 years of experience, with at least 10 years in F&A (Insurance experience preferred).
• 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).
• 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.
• Deal craft: expertise in commercial and pricing models.
• Deep understanding of the F&A processes across Life and P&C.
• 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.
• Technology fluency: working knowledge of automation, AI/GenAI, analytics, and insurance and finance platforms.
• Program and stakeholder management: ability to orchestrate multiple concurrent pursuits.
• Highly proficient in MS Excel, PowerPoint and Word.
• Willingness to travel across the US for client meetings, orals and industry events.

Good to Have

• Deep knowledge of Insurance F&A across various sectors.
• Exposure to US GAAP, NAIC statutory accounting, SOX and state regulatory reporting requirements.
• 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 partnerships and alliances with technology vendors and analysts.
• Experience supporting M&A, carve-out or portfolio transition due diligence.