EXL
This role involves reviewing and processing various financial requests such as surrenders, withdrawals, and exchanges according to SEC guidelines. The position requires verifying sender information, processing transactions in administrative systems, and communicating confirmations to policy owners. The role emphasizes meeting quality and productivity targets while maintaining a positive customer service mindset.
Headquarters
New York, New York, United States
Company Size
10001+ employees
Founded
1999
EXL (formerly EXL Service) is a global analytics and digital transformation firm that helps enterprises harness data, AI, and domain expertise to drive growth and operational improvement. It combines advanced analytics, machine learning and generative AI with industry-specific platforms and managed services to modernize operations across insurance, healthcare, banking, utilities and other sectors. EXL’s offerings include consulting, cloud and data engineering, automation, managed analytics and business process operations to reduce costs, manage risk and enhance customer experience. Organizations partner with EXL for its data-driven approach, industry depth and end-to-end delivery at scale.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EXL.
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