Lead Assistant Manager-Business Leader-Leadership and Management
EXL
Office
Philippines
Full Time
- Assist in developing and executing sales strategies for P&C insurance products.
- Support agents and brokers in preparing quotes, proposals, and presentations.
- Track sales performance metrics and generate reports for management.
- Identify cross-selling and upselling opportunities within existing accounts.
- Serve as a point of contact for client inquiries, policy changes, and issue resolution.
- Ensure timely processing of renewals, endorsements, and cancellations.
- Maintain high levels of customer satisfaction through proactive communication and follow-up.
- Coordinate with underwriting and claims teams to ensure seamless service delivery.
- Monitor and ensure compliance with internal policies and regulatory requirements.
- Train and mentor junior staff in sales and service best practices.
- Maintain accurate client records and documentation in CRM and policy systems.
- Support audits and quality assurance initiatives.
- Assist in developing and executing sales strategies for P&C insurance products.
- Support agents and brokers in preparing quotes, proposals, and presentations.
- Track sales performance metrics and generate reports for management.
- Identify cross-selling and upselling opportunities within existing accounts.
- Serve as a point of contact for client inquiries, policy changes, and issue resolution.
- Ensure timely processing of renewals, endorsements, and cancellations.
- Maintain high levels of customer satisfaction through proactive communication and follow-up.
- Coordinate with underwriting and claims teams to ensure seamless service delivery.
- Monitor and ensure compliance with internal policies and regulatory requirements.
- Train and mentor junior staff in sales and service best practices.
- Maintain accurate client records and documentation in CRM and policy systems.
- Support audits and quality assurance initiatives.
- Assist in developing and executing sales strategies for P&C insurance products.
- Support agents and brokers in preparing quotes, proposals, and presentations.
- Track sales performance metrics and generate reports for management.
- Identify cross-selling and upselling opportunities within existing accounts.
- Serve as a point of contact for client inquiries, policy changes, and issue resolution.
- Ensure timely processing of renewals, endorsements, and cancellations.
- Maintain high levels of customer satisfaction through proactive communication and follow-up.
- Coordinate with underwriting and claims teams to ensure seamless service delivery.
- Monitor and ensure compliance with internal policies and regulatory requirements.
- Train and mentor junior staff in sales and service best practices.
- Maintain accurate client records and documentation in CRM and policy systems.
- Support audits and quality assurance initiatives.
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 54,000 employees spanning six continents. For more information, visit www.exlservice.com.
Lead Assistant Manager-Business Leader-Leadership and Management
Office
Philippines
Full Time
August 6, 2025