Insurance Implementation Specialist

About the Role

ADP is hiring an Insurance Implementation Specialist. This role serves as the client's first point of contact post-sale, managing the implementation process from sale through transition to Client Service. The specialist ensures a positive client relationship is established.

Key Responsibilities

• Onboard Insurance Products implementation, creating exceptional experiences and helping clients gain confidence in using products.
• Implement ADP Technologies by analyzing existing systems, interface requirements, and business processes, and recommending new processes, tools, and approaches.
• Partner internally by interacting and collaborating with ADP associates in sales and customer service.
• Exchange routine information with client project teams regarding priorities, timeliness, and issues.
• Multi-task and communicate effectively, 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 for a high volume of inbound calls. Daily phone time may increase during peak seasons.
• Perform a thorough review of the policy and client's information, setting client expectations for successful transition to the Client Service Team.
• Receive and review sales orders, policy information, and client information for completeness, working closely with sales on any outstanding issues.
• Make welcome calls to clients to establish relationships, set/reinforce expectations, confirm information, and answer questions.
• Classify employees and owner/officers in applicable systems for accurate premium deductions.
• Service clients through the first premium impound, ensuring all features have started prior to turnover to Client Service.

Requirements & Tech Stack

• Must obtain the appropriate Property - Casualty producers license within 30 days of employment. ADP will support candidates in the testing process.
• Prior experience is not required; training will be provided.
• Ability to work overtime hours during peak seasons.
• Strong professionalism and business acumen.
• Strong follow-up skills for timely and effective closure of open items.
• Strong oral communication skills with clients, sales, and other service associates.
• Ability to work effectively under pressure of time constraints while maintaining a professional service and attitude.
• Ability to build rapport, establish trust, and maintain professionalism with clients.
• Clear and understandable communication style (over the phone and in writing).
• Willingness to work in a fast-paced environment.

Qualifications

• A college degree is not required.
• Acceptable alternative experiences include: Military Experience.