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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in operations management and BPO setup within Life & Annuities, with a strong focus on implementing financial and security controls. Proven ability to lead teams in delivering agentic solutions and enhancing operational performance through effective communication and collaboration.
Highest-signal resume keywords
15+ Years Experience In Operations/BPO SetupFLMI Or Equivalent Insurance CertificationsExperience With Product TransitionsExposure To Analytics/AI-Enabled OperationsExecutive Communication And Influence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ControlsOperations AutomationTransformational Solutions ImplementationAgentic Solutions DesignStructured Problem-SolvingClient OnboardingPre-Sales SupportCommercial PricingBlock MigrationsDigital Transformation
Soft Skills
OwnershipAccountabilityCollaborationInfluenceJudgment
Certifications & Qualifications
FLMI
Industry Keywords
Life & AnnuitiesBPOInsuranceTPA/Administration ServicesAI/Agentic Solutions
About the role
Key responsibilities & impact- Establish financial controls across the practice
- Improve operations performance outcomes and reduce leakage
- Improve implementation of agentic solutions into operations
- Create and solve the backlog of operations automation issues
- Lead the business analyst team responsible for implementing transformational solutions
- Own actuarial resources responsible for implementing financial controls and security controls
- Design and implement agentic solutions to move from human-based to agentic processes with human oversight
- Communicate with clients and bring clients onboard for developed AI/agentic solutions
Requirements
What you’ll need- 15+ years of experience in operations / BPO setup in L&A
- Executive communication and influence across technical and business audiences
- Sound judgment and structured problem-solving under ambiguity
- Ownership, accountability, and client-first, quality-first mindset
- Ability to delegate and direct while remaining a credible hands-on expert
- Collaboration across matrixed, multi-geography teams
- FLMI or equivalent insurance certifications preferred
- Experience with product transitions, block migrations, or new client onboarding preferred
- Exposure to analytics/AI-enabled operations and digital transformation in insurance preferred
- Experience supporting pre-sales and commercial pricing of TPA/administration services preferred
Benefits
Comp & perks- Benefits information provided at https://www.exlservice.com/us-careers-and-benefits
- Potential compensation above the posted range for positions based in higher-cost zones such as California, New York, and New Jersey
