Note: The job is a remote job and is open to candidates in USA. EXL is seeking an Operations Implementation Lead Analyst to support its Life & Annuity TPA team. The role manages client onboarding, system conversions, product implementations, operational readiness, data integration, process optimization, testing, and cross-functional stakeholder coordination.
Responsibilities
- Develop and maintain detailed project plans, timelines, and documentation
- Identify project dependencies and critical paths to ensure successful delivery
- Escalate issues and risks proactively and recommend mitigation strategies
- Create end-to-end implementation of operating guidelines, process documentation/SOPs and workflows
- Assist in training materials and knowledge transfer sessions for business users
- Coordinate with internal teams (Product, Technology, Compliance, Client Services) to ensure timely and accurate delivery
- Ensure operational readiness for call center, processing teams, finance and accounting and compliance teams for day 1 processing and throughout the hypercare stage
- Conduct post-implementation reviews to assess success and identify areas for improvement
- Document and validate business requirements for client onboarding, conversions, and new product launches
- Analyze legacy data sets and field mappings to inform system design and configuration
- Validate account data and reconcile discrepancies across platforms
- Assist in the development of reports and dashboards using SQL and Excel
- Serve as a liaison between clients, internal departments, and third-party vendors
- Facilitate training sessions and workshops for clients and internal teams
- Build and maintain strong relationships with stakeholders to ensure alignment and satisfaction
- Ensure implementations comply with regulatory requirements and internal standards
- Create and complete UAT/BET testing and quality assurance efforts during system rollouts
- Document ongoing quality audit processes
Skills
- * 5-10 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles
- * Familiarity with life and annuity products (Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, Riders, etc.)
- * Strong understanding of third-party administration functions and compliance requirements
- * Experience with **policy administration systems** (LifePRO, ALIP, DXC, or similar)
- * Excellent communication, analytical, and organizational skills
- * trong skills in **data analysis, Excel, and reconciliation techniques**
- * Exposure to testing cycles (UAT/BET), defect management, and conversion projects
- * Strong interpersonal skills with ability to work in **multi-geo teams (US/India/Philippines)**
- * There is always the possibility of international travel as this role supports all multi-geo operations teams
- * Bachelor's degree in Business, Finance, Information Systems, or related field preferred or an equivalent of work experience
- * Knowledge of **operational risk, compliance requirements, and SOC1 controls** a plus
Benefits
- Work From Home
- There is always the possibility of international travel as this role supports all multi-geo operations teams
Company Overview
Company H1B Sponsorship