Insurance Implementation Specialist

About the Role

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

As an Implementation Specialist, you will be the client's first point of contact post-sale, managing the implementation process from sale through transition to Client Service. Your role is to ensure the establishment of a positive relationship with the client. You will perform a thorough review of the policy and client information and set client expectations to ensure the successful transition of clients to the Client Service Team.

Key Responsibilities

• Onboard Client: Create exceptional onboarding experiences for Insurance Products implementation.
• Implement ADP Technologies: Analyze existing systems, interface requirements, and business processes. Incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
• Partner Internally: Interact/collaborate with ADP associates in sales and customer service. Exchange routine information with members of the client project team, including priorities, timeliness, and issues.
• Multi-Task & Communicate: Work on multiple time-sensitive follow-ups/projects simultaneously. Share essential information with clients and internal teams.
• Receive and review sales orders, policy information, and client information for completeness.
• Notify sales of any outstanding issues/items.
• Make welcome calls to clients to establish relationships, set and reinforce expectations, confirm information, and answer questions.
• Classify employees, owner/officers in all applicable systems to ensure accurate premium deductions.
• Be available to take client calls and service clients through first premium impound, ensuring all features have started prior to turnover to Client Service.
• Adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls.

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.
• 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.
• A college degree is not required.

Qualifications

• Must have or receive the appropriate Property & Casualty insurance license within 30 days of employment. ADP will support successful candidates in the testing process.
• Experience noted above, OR Military Experience.