Adam Hoffman

Doer
DISC Type : sd

Client Executive - Vice President Level 2 at EXL

Greater Indianapolis, United States

Overview

Adam Hoffman is an outcome-driven Client Executive at EXL with over 18 years of experience optimizing revenue in the insurance sector. He specializes in the Life and Annuity market, focusing on strategy, client relationships, and sales goals. Colleagues describe him as a knowledgeable, business-savvy, and strong partner who is passionate and focused.

He was named Business Leader of the Year in 2023.

Personality Overview

Results Focused

Long-term Focused

Deliberate Doer

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI in Insurance
He consistently shares content about leveraging generative AI and multi-agent orchestration to revolutionize insurance operations, such as underwriting and procurement.
Data Modernization
Actively promotes EXL's AI-native solutions designed to tackle messy, siloed data from legacy systems, enabling better analytics and automated workflows for enterprises.
Long-Term Care Tech
Has deep industry roots from executive sales and business development roles at LTCG and AssuriCare, both leaders in SaaS technology for the long-term care industry.

Media Appearances

Adam has no verified media appearances

Work History

10-2024
Client Executive - Vice President Level 2 at EXL
11-2019 - 10-2024
Account Management - Vice President Level 1 at EXL
2-2019 - 11-2019
Vice President Enterprise Sales at AssuriCare
11-2015 - 5-2018
Vice President Of Business Development at LTCG
12-2012
Vice President Sales Marketing at Univita Health Inc

Education

1996 - 1998
Education details unavailable from Butler University
1999 - 2000
Education details unavailable from Minnesota State University, Mankato

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Indianapolis, United States Job Level : Leadership Designation : Client Executive - Vice President Level 2 at EXL
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Adam

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Adam take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Adam

Personality Compatibility


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