Operations Implementation Analyst

🕒 April 22

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EXL

WebsiteLinkedInAll Job Openings

10,000+ employees

💰 $2M Venture Round on 2015-01

Choosing a digital partner is about more than capabilities — it’s about collaboration and character.

📋 Description

• 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

🎯 Requirements

• Bachelor’s degree in Business, Finance, Information Systems, or related field or equivalent work experience. • 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. • Strong skills in data analysis, Excel, and reconciliation techniques. • Exposure to testing cycles (UAT/BET), defect management, and conversion projects. • Knowledge of operational risk, compliance requirements, and SOC1 controls a plus. • Strong interpersonal skills with ability to work in multi-geo teams (US/India).