VP – Insurance F&A Solutioning, Client Enablement

EXL

. Own Insurance F&A Solutioning OKRs and align them with Insurance growth strategy, pipeline targets and win-rate goals .

Posted 11/3/2026full-timeRemote • United StatesLead💰 $200,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Insurance F&A processes, strategic consulting, and digital transformation, with a proven ability to lead large-scale deals and build executive-level relationships. Proficient in commercial modeling, risk-reward structuring, and team leadership within a matrix environment.

Highest-signal resume keywords

Insurance F&A LeadershipStrategic ConsultingDigital TransformationCommercial ModelingTeam Leadership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance OperationsBid ManagementData ManagementAnalyticsRisk-Reward StructuringPre-SalesSolutioningNegotiationStorytellingM&A Due Diligence

Soft Skills

Strategic ThinkingInfluencing StakeholdersCoachingCompelling CommunicationPerformance Management

Tools & Technologies

MS ExcelMS PowerPointMS WordAI/GenAIInsurance SoftwareCRM Systems

Certifications & Qualifications

CPACMACPCUAICAPIAUAReCIPFLMI

Industry Keywords

Life InsuranceAnnuitiesCommercial LinesWorkers' CompensationUS GAAPNAIC SAPRegulatory AccountingPortfolio TransactionsTransformation RoadmapsClient Partnerships

About the role

Key responsibilities & impact

Own Insurance F&A Solutioning OKRs and align them with 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
Identify value-chain white spaces and build investment cases for new propositions
Partner with growth leaders on sole-sourced and proactive opportunities and build executive-level prospect and client relationships
Lead end-to-end RFP/RFI/RFx processes as deal owner for strategic bids
Lead deal governance, including qualification, solution and pricing reviews, risk and deal-shaping calls, and approvals
Define win themes, differentiators and commercial models including outcome-linked and gain-share structures
Lead solution presentations, executive orals, POC demonstrations and client workshops
Lead due diligence and transition-readiness assessments, including M&A and portfolio transactions
Improve existing client solutions and identify expansion and transformation opportunities
Direct research and publication of industry POVs, benchmarks, case studies and analyst briefings
Represent EXL at industry forums, client events and analyst engagements
Maintain a reusable knowledge base of solution documents, RFx responses, case studies and demos
Lead, mentor and performance-manage direct and indirect solutioning leaders and contributors
Build succession pipeline and talent bench
Set the solutioning operating model, including capacity planning, quality standards, reuse, win/loss reviews and metrics
Collaborate across sales, account management, digital, data & analytics, and operations & transitions

Requirements

What you’ll need

15–20 years of experience, including at least 10 years in F&A
Track record in at least four areas: pre-sales, solutioning and bid management; strategic consulting or transformation advisory; digital transformation and intelligent automation including GenAI; data management and analytics; insurance operations leadership; 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 $10M+ annual contract value
Experience leading teams of 15+ people 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
Strategic thinking and ability to translate market trends and client priorities into differentiated propositions, win themes and transformation roadmaps
Expertise in commercial and pricing models, benefit cases and risk-reward structuring
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
Compelling storytelling, negotiation and orals delivery to C-suite audiences
Strong business writing and research-backed industry POV publication record
Ability to build, coach and scale solutioning teams and influence senior stakeholders across a matrix organisation
Working knowledge of automation, AI/GenAI, analytics, and insurance and finance platforms
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 and occasionally to EXL global delivery locations
MBA from a top-tier business school strongly preferred; master's degree or equivalent senior executive education is a plus
Good-to-have: knowledge across specified Insurance F&A lines; US GAAP including LDTI, NAIC statutory accounting, SOX, state regulatory reporting and IFRS 17; certifications such as CPA, CMA, CPCU, AIC, API, AU, ARe, CIP or FLMI; insurance and finance software, CRM and integration methodologies; technology partnerships; M&A, carve-out or portfolio transition due diligence

Benefits

Comp & perks

Work from home / remote work arrangement
Base salary of $200,000–$250,000
Opportunity to work with senior finance, operations and technology leaders
Travel to client meetings, orals, industry events and EXL global delivery locations