Senior Manager- Bid Management

19 hours ago


bangalore, India EXL Full time

Shift: US Shift (5:30 PM Onwards)

Location: Noida

Work Mode: Remote


Essential Functions

  • Lead end-to-end RFP/RFI/RFx process with solutioning consulting and bid management capabilities in the L&A Insurance vertical.
  • Thoroughly analyze artifacts shared by the clients and account manager/sales team to identify and understand their specific requirements. Translating clients’ needs into comprehensive solution proposals that align with our products and services.
  • Deliver compelling and persuasive presentations to clients, showcasing the value and benefits of our solutions. Tailor presentations to the audience's needs and concerns.
  • Design, create, maintain and deliver presentations that educate regarding EXL’s software solutions’ value proposition in the marketplace; and related solutions to EXL clients and prospects.
  • Support the Solution Management team in developing and refining new solutions, product strategies & roadmaps.
  • Building a proactive capability to improve existing solutions for clients.
  • Maintain a deep understanding of various Life, Annuities and Retirement products and their operational nuances through secondary research and conversation with industry experts, clients, analysts and subject matter experts.
  • Create structured and comprehensive documentation of solution documents, RFx responses, case study preparation and demos that are easy to access and understand
  • Leading due diligence exercise, if required.
  • Accept additional duties as required by business needs as part of collaborative teams.


Primary Internal Interactions and stakeholders

  • Business, Sales and Client Management team
  • Products and Platforms
  • Operations SME’s & Supervisors
  • Quality & Process Excellence
  • Analytics
  • Other enabling functions as need basis


Technical Skills

  • Experience in L&A Insurance domain is preferred
  • Consulting or Bid Management background
  • Project management background is a plus
  • Excellent working knowledge of MS Office – MS Excel, Power Point, Word Doc, Outlook
  • Proficient with MS-VISIO for flowcharting/process mapping software
  • Experience of packaging and showcasing capabilities and solutions
  • Working knowledge of AI tools & techniques that improve productivity


Process Specific Skills

  • Understanding of Insurance processes (e.g. NBUW, Claims, Policy administration, Origination, Billing, etc.)
  • Agile Process
  • Preferred conceptual understanding of the Insurance industry


Soft skills (Desired)

  • Good Interpersonal skills
  • Good written and oral Communication
  • Strong Presentation skills
  • Multi-tasking and prioritizing ability
  • Project management skills to drive improvement projects / initiatives


Soft Skills (Minimum)

  • Strategic focus and strong business acumen
  • Demonstrates a global mindset
  • Demonstrates an intellectually agile and analytical approach and thought process
  • Stakeholder Management
  • Auditing skills and eye for details
  • Ability to coach and give feedback on an ongoing basis.
  • Problem solving skills
  • Ability to resolve conflicts constructively and lead in a continually challenging environment

Education Requirements:

  • Bachelor’s or MBA degree in any discipline
  • LOMA certification a big plus Any certifications / training on project management is a plus.

Work Experience and Additional Requirements:

  • Overall 10+ years of experience wherein 5+ years in Bid management, solutioning/consulting, or related field. Familiarity with project management is a plus.
  • Proven ability to drive a solution from start to finish.
  • Experience in Insurance domain is MANDATORY.
  • Experience of packaging and showcasing capabilities and solutions
  • Willing to work in 24X7 environment
  • Ability to travel as required


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