Life & Annuity Transformation Leader, TPA - VP2

EXL
United States
On-site

Who this role is best for

Aimed at senior insurance professionals with transformational leadership experience who can bridge technical and operational teams.

Best fit for

  • Candidates with 15+ years in Life & Annuity TPA operations and a track record in digital transformation
    — “15+ years of experience in operations / BPO setup in L&A”
  • Individuals who have led teams in implementing AI and automation solutions
    — “Lead the BA team which is responsible for implementing transformational solutions”
  • Professionals with a strong background in financial and security controls within insurance
    — “Will also own the actuarial resources responsible for implementing financial controls and security controls”

Things to consider

  • The role demands a deep understanding of both insurance operations and AI/automation technologies
    — “Solution, design and implement agentic solutions to move from human based to agentic with Human on the loop process”
  • Compensation may vary significantly depending on geographic location
    — “For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range”

How to stand out

  • Emphasize past leadership in transformation projects and client onboarding experiences
    — “Work towards improving operations performance outcomes and reducing leakage”
  • Highlight experience with AI/automation tools and their integration into insurance workflows
    — “Help to improve implementation of agentic solutions into our operations”
  • Demonstrate ability to communicate complex technical solutions to clients and stakeholders
    — “Responsible for communicating with clients and bringing clients onboard for developed AI/ Agentic solutions”
Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Establish financial controls across practice
  • Improve operations performance outcomes
  • Implement agentic solutions
  • Create and solve for the backlog of operations automation issues
  • Lead BA team
Typical background
15+ years of experience in operations/BPO setup in L&A

Skills & requirements

Required

Operations ManagementBPO SetupAgentic SolutionsFinancial ControlsOperations AutomationClient CommunicationLeadership

Preferred

Ai/agentic OperationsProduct TransitionsBlock MigrationsNew Client Onboarding

Stack & domain

OperationsBPOAgentic SolutionsFinancial ControlsDashboardsReportsActuarial ResourcesAICommunicationLeadershipProblem-solvingCollaborationFLMIInsuranceTechnology

About the role

Original posting from EXL

We are seeking a Vice President2 – Life and Annuity TPA business. We are seeking a transformation leader who has had significant experience in managing L&A TPA policies and helped transform operations and technology. This individual will be a conduit between the tech and ops team, will identify solutions, design and implement agentic solutions, financial controls, dashboards and reports.

Establish financial controls across practice 

Work towards improving operations performance outcomes and reducing leakage

Help to improve implementation of agentic solutions into our operations

Help to create and solve for the backlog of operations automation issues

Lead the BA team which is responsible for implementing transformational solutions

Will also own the actuarial resources responsible for implementing financial controls and security controls

Solution, design and implement agentic solutions to move from human based to agentic with Human on the loop process

Responsible for communicating with clients and bringing clients onboard for developed AI/ Agentic solutions

Required Qualifications & Experience

15+ years of experience in operations / BPO setup in L&A

Leadership & Behavioral Competencies

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.

Preferred  

FLMI, or equivalent insurance certifications.

Experience with product transitions, block migrations, or new client onboarding.

Exposure to analytics/AI-enabled operations and digital transformation in insurance.

Experience supporting pre-sales and commercial pricing of TPA/administration services.

The typical base pay range for this role across the U.S. is USD $210,000 - $340,000 per year. 

For more information on benefits and what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits 

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.

Source: EXL careers

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