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 operational process, system, and client solution implementations, including client onboarding, system conversions, and product launches, while coordinating across operations, technology, compliance, finance, and client stakeholders.
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
- 3–5 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
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