Client Onboarding & Insurance Implementation Pro

Socket.dev; Louisville (KY); On-site; USD 60,000 - 85,000; Full time

Job summary

ADP is seeking an Insurance Implementation Specialist to manage client onboarding and the transition to Client Service. You will review policy and client data, set expectations, and ensure a smooth handoff while maintaining professional client relationships.

You will collaborate with sales and client services, handle multiple time-sensitive tasks, and adapt to seasonal workloads. A strong customer-focus and clear communication are essential in this role.

Qualifications

• No prior experience required; training provided.
• Ability to work overtime 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.

Responsibilities

• Onboard Client. You'll create exceptional onboarding experiences for Insurance Products implementation. Through your expertise and relationship-building, you'll help clients develop the skills and confidence to use our products with ease.
• Implement ADP Technologies. You will analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
• Partner Internally. You will interact/collaborate with ADP associates in sales and customer service. You will exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
• Multi-Task & Communicate. You will work on multiple time-sensitive follow-ups/projects at the same time. You will share essential information with clients and internal teams.
• Adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.

Skills

Client relationship

Communication

Time management

Problem solving

Team collaboration

Job description

ADP is seeking an Insurance Implementation Specialist to manage client onboarding and the transition to Client Service. You will review policy and client data, set expectations, and ensure a smooth handoff while maintaining professional client relationships.

You will collaborate with sales and client services, handle multiple time-sensitive tasks, and adapt to seasonal workloads. A strong customer-focus and clear communication are essential in this role.