EXL Service

Lead and manage complex life insurance and annuity projects ensuring scope, timelines, and stakeholder alignment. | Requires 5-10 years managing technology projects with deep life insurance and annuity product knowledge and TPA ecosystem experience. | JOB DESCRIPTION Work Location- Remote- United States US Salary Range- $130K-$135K Job Description- Delivery Manager-L&A We are seeking an experienced Life and Annuity Manager to lead and manage complex initiatives across the life insurance and annuity landscape. The ideal candidate will bring deep domain expertise in life and annuity products and a strong understanding of the Third-Party Administrator (TPA) ecosystem, including platforms such as Policy Admin system, New Business, Underwriting rules, Post issue Workflow, Portals, document management systems, policy conversions, and operations. This role demands a seasoned professional with proven project management expertise, capable of driving end-to-end delivery across cross-functional teams, vendors, and client stakeholders. You will be expected to manage scope, timelines, risks, and communications, while aligning with client expectations and strategic business goals. Experience in working within TPA operating models, managing system integrations, platform upgrades, and implementing digital and AI-based initiatives will be a significant advantage. Strong communication. JOB RESPONSIBILITIES Key Responsibilities: • Project Planning: Develop comprehensive project plans for life and annuity projects, including scope, timelines, resources, and budgets. Define project objectives and deliverables. Developing and maintaining the project plans using the project work breakdown structures, product backlogs, sprint backlogs, project and program charters, scope definition, schedules, resource requirements. • Product Knowledge: Leverage expertise in life insurance and annuity products to guide project requirements, design, and implementation. • Resource Management: Manages cross-functional team members and subject matter experts, including definition of objectives, oversight of execution and evaluation of performance. • Stakeholder Communication: Serve as the primary point of contact for stakeholders, including internal teams, clients, and vendors. Provide regular updates on project status and address any issues. • Regulatory Compliance: Ensure all projects adhere to industry regulations, standards, and company policies. • Risk Management: Identify potential risks specific to life and annuity projects and develop strategies to mitigate them. • Budget Management: Monitor and manage project budgets, ensuring cost-effectiveness and alignment with financial goals. • Quality Assurance: Oversee the quality of project deliverables to ensure they meet industry standards and client expectations. • Documentation: Maintain detailed project documentation, including plans, reports, and change requests. • Team Leadership: Lead and motivate project teams, ensuring alignment with project goals and fostering a collaborative work environment. Provides thought leadership and delivers business insights to identify and resolve complex issues critical to their clients27 success. • Problem Solving: Address and resolve project-related issues and challenges in a timely and effective manner. • As part of their expanded responsibilities, the Manager will lead the implementation of AI initiatives aligned with business objectives. This includes identifying opportunities for AI-driven automation and analytics within ongoing projects, collaborating with data science and engineering teams, and ensuring AI solutions are integrated seamlessly into existing platforms and workflows such as LifePRO, LDS, portals, and operations systems. By embedding AI delivery into project execution, the PM plays a key role in accelerating digital transformation, improving efficiency, and delivering measurable business value. JOB QUALIFICATIONS Skills and Qualifications: • Education: Must have BS degree and 5-10 years of experience managing technology projects. Agile/Scrum certification and/or PMI certification preferred. • Experience: Proven experience as a Delivery Manager with a focus on life insurance and annuity products implementation and TPA operations. Demonstrated success in managing complex projects in the insurance industry. • Skills: Strong project management, leadership, and communication skills. Proficiency in project management software and tools. • Knowledge: In-depth understanding of life insurance and annuity products, industry regulations, and best practices. • Soft Skills: • Excellent communication and interpersonal skills. • Strong problem-solving abilities and analytical thinking. • Ability to work in a team and collaborate with different departments. • Strong organizational skills and attention to detail. The posted range is the hiring range for this role 2D a subset of the broader range available to employees over time 2D 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.

Lead and manage a remote team of RN case managers to deliver high quality case management services, oversee daily operations, provide coaching and training, and ensure compliance with clinical and regulatory standards. | Must have an active RN license with multi-state privileges, 5+ years clinical RN experience including case management, 2+ years managing clinical teams remotely, and a bachelor's degree in nursing. | Company Overview and Culture EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 55,000 employees spanning six continents. For more information, visit http://www.exlservice.com. About EXL Health We leverage Human Ingenuity and domain expertise to help clients improve outcomes, optimize revenue and maximize profitability across the healthcare ecosystem. Technology, data and analytics are at the heart of our solutions. We collaborate closely with clients to transform how care is delivered, managed and paid. EXL Health combines deep domain expertise with analytic insights and technology-enabled services to transform how care is delivered, managed, and paid. Leveraging Human Ingenuity, we collaborate with our clients to solve complex problems and enhance their performance with nimble, scalable solutions. With data on more than 260 million lives, we work with hundreds of organizations across the healthcare ecosystem. We help payers improve member care quality and network performance, manage population risk, and optimize revenue while decreasing administrative waste and reducing health claim expenditures. We help Pharmacy Benefit Managers (PBMs) manage member drug benefits and reduce drug spending while maintaining quality. We help provider organizations proactively manage risk, improve outcomes, and optimize network performance. We provide Life Sciences companies with enriched data, insights through advanced analytics and data visualization tools to get the right treatment to the right patient at the right time. Registered Nurse Manager, Case Management Operations As the RN Manager, Case Management Operations you will foster a culture of collaboration, adaptability, and accountability by guiding day‑to‑day operations, championing process improvements, and ensuring team members are equipped to succeed through training, feedback, and professional growth opportunities. You will lead a team of remote, telephonic complex care RN case managers to best deliver high quality service to Tricare beneficiaries. Work schedule Monday - Friday 5 days x 8 hours Rotating shift times with 2 or 3 days per week starting at 8 am and 11 am. Responsibilities: Monitors daily activities of team and serves as a resource to staff as needed to answer or clarify questions, issues, or concerns. Assist with coordination and facilitation of regular staff 1:1 meetings, remote team meetings, department meetings, and case rounds with the medical directors. Provide direct, confidential coaching and feedback to individual staff regarding quality audit results, along with suggestions for improvement in individual performance as appropriate. Provide interview and hiring assistance as directed by the AVP. Collaborates with the Training leaders for new hire orientation and supports the ongoing learning needs of the team. Provide ongoing training, mentoring, guidance, coaching, and disciplinary action as directed. Conduct corrective action and counseling with staff, as directed by the AVP. Document interventions with staff and communicates outcomes to AVP. Document staff performance and assist AVP with conducting performance evaluations. Maintain a working knowledge of beneficiary benefits, contracts, case management policies, professional standards of practice, and community resources to ensure that optimum outcomes are achieved. Understands the scope of professional licensure and assists team to conduct case management activities consistent with the scope of this licensure. Assist teams in recognizing potential or actual risk management issues and follows through with reporting per process. Appropriately escalate issues as needed. Identify process-oriented opportunities for improvement to promote effective and efficient case management services. Investigative internal research for grievance and complaints and supports resolution as directed by AVP. Collaborates and coordinates the activities of the assigned case management staff to ensure adequate staffing, workloads, and time off. Assess daily staffing levels needed and regularly communicate operational status of business. Evaluates caseloads for applicable staffing based on eligibility criteria, needs of members, and staff qualifications. Provides recommendations to AVP for staffing levels. Participate in projects, committees, meetings, employee engagement initiatives and other activities as directed by the business leadership. Maintain CEUs as required by applicable State Board(s) of Nursing and required certifications. Must be willing to obtain and maintain additional licenses as required to meet business needs. Effectively collaborate with other managers to facilitate program delivery. Qualifications: Required Must hold United States citizenship status. Ability to obtain Security Clearance required. Current DOD Security Clearance preferred. Current, unrestricted RN license in state of residence with multi-state privileges (an active compact state license) 2+ years of direct experience managing a clinical team. 5+ years of RN experience in a clinical role with responsibilities for direct patient care. Bachelor's degree in nursing from an accredited college, university, or school of nursing required. Experience as an RN in case management operations. Experience managing RN teams in a remote environment. Proficient in Microsoft Office product suite (Word, Excel, PowerPoint, Outlook, Teams) and mobile technologies (laptop, smartphone apps, etc.). Preferred Case Management Certification (CCM preferred). Experience as a telephonic RN case manager managing health plan members. Experience participating in performance improvement or quality improvement projects. Experience working in an NCQA-accredited Case Management program. Ability to navigate multiple simultaneous work demands remotely in an effective and professional manner. Ability to resolve issues independently and demonstrate ability to multi-task. Executive presence, effective communication skills (verbal, written, presentation, interpersonal). Commitment to building team skills and fostering a positive work environment. Knowledge of payor issues, including Trihealth benefits and contract limitations, provider network issues, and case management initiatives. What We Offer: EXL Health offers an exciting, fast paced, and innovative environment, which brings together a group of sharp and entrepreneurial professionals who are eager to influence business decisions. From your very first day, you get an opportunity to work closely with highly experienced, world-class Healthcare consultants. You can expect to learn about many aspects of businesses that our clients engage in. You will also learn effective teamwork and time management skills - key aspects for personal and professional growth. We provide guidance/ coaching to every employee through our mentoring program wherein every junior level employee is assigned a senior level professional as advisors. Sky is the limit for our team members. The unique experiences gathered at EXL Health sets the stage for further growth and development in our company and beyond. EEO/Minorities/Females/Vets/Disabilities To view our total rewards offered click here —> https://www.exlservice.com/us-careers-and-benefits Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL base salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, as well as a Paid Time Off policy, and many region specific benefits. Please also note that the data shared through the job application will be stored and processed by EXL in accordance with the EXL Privacy Policy. Application & Interview Impersonation Warning – Purposely impersonating another individual when applying and / or participating in an interview in order to obtain employment with EXL Service Holdings, Inc. (the “Company”) for yourself or for the other individual is a crime. We have implemented measures to deter and to uncover such unlawful conduct. If the Company identifies such fraudulent conduct, it will result in, as applicable, the application being rejected, an offer (if made) being rescinded, or termination of employment as well as possible legal action against the impersonator(s). EXL may use artificial intelligence to create insights on how your candidate information matches the requirements of the job for which you applied. While AI may be used in the recruiting process, all final decisions in the recruiting and hiring process will be taken by the recruiting and hiring teams after considering a candidate’s full profile. As a candidate, you can choose to opt out of this artificial intelligence screening process. Your decision to opt out will not negatively impact your opportunity for employment with EXL.