Insurance Implementation Specialist

About the Role

ADP is hiring an Insurance Implementation & Service Specialist. This position is hybrid; working in the office 3 days a week and from home 2 days a week.

Key Responsibilities

• Onboard Clients for Insurance Products implementation, creating exceptional onboarding experiences and helping clients develop skills to use products with ease.
• Implement ADP Technologies by analyzing existing systems, interface requirements, and business processes, and recommending new processes, tools, and approaches.
• Partner Internally with ADP associates in sales and customer service.
• Exchange routine information with client project teams regarding priorities, timeliness, and issues.
• Multi-Task & Communicate by working on multiple time-sensitive follow-ups/projects simultaneously and sharing essential information with clients and internal teams.
• Adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls, with daily phone time potentially increasing during peak seasons.
• Act as the client's first point of contact post-sale, managing the implementation process from sale through transition to Client Service.
• Ensure the establishment of a positive relationship with the client.
• Perform a thorough review of the policy and client's information and set client expectations.
• Receive and review sales orders, policy information, and client information for completeness.
• Work closely with sales to notify them of any outstanding issues/items.
• Make welcome calls to clients to establish a relationship, set and reinforce expectations, confirm information, and answer questions.
• Classify employees and owner/officers in all applicable systems for accurate premium deductions.
• Service clients through their first premium impound, ensuring all features have started prior to turnover to Client Service.

Requirements & Tech Stack

• Must have or receive the appropriate Property & Casualty insurance license within 30 days of employment. ADP will support successful candidates in the testing process.
• You can work overtime hours during peak seasons.
• Strong Professionalism and business acumen.
• Strong follow-up skills for timely and effective closure of open items on Sales Orders and in the Implementation Process.
• Strong oral communication skills with clients, sales, and other service associates.
• Strong ability to work effectively under pressure of time constraint, while maintaining a professional service and attitude.

Qualifications

• Prior experience is not required; training will be provided.
• A college degree is great but not required.
• Other acceptable experiences could include:
• Experience as noted above, OR
• Military Experience.