Director, Health Plan Operations Optimization & Strategy

Blue Shield Of Ca; Lodi (CA); Hybrid; USD 47,000 - 96,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Matched Retirement Savings

Wellness Program

Paid Holidays & Time Off

Job summary

Blue Shield Of Ca is seeking a Relationship Manager for Life & Health Group Insurance. The hybrid role involves serving as the single client contact, managing a book of business, and delivering expert employee benefits guidance.

You will collaborate with ADP partners to ensure a seamless client experience and optimal plan outcomes. The position emphasizes proactive service, relationship building, and retention strategies, with a focus on group health benefits and client satisfaction across a

Qualifications

• At least 2–3 years of related insurance experience.
• Life & Health Insurance Producer License.
• A college degree is great but not required.

Responsibilities

• Serve as the client’s primary contact and advocate.
• Maintain understanding of client’s group health portfolio and coordinate with partners.
• Liaise between clients and ADP teams including Product, Implementation, Payroll, and Sales.
• Own and grow the client relationship, providing proactive, strategic support.
• Manage renewals, Open Enrollment, quotes, and benefits guides.
• Assist design and implementation of employee benefits programs.
• Negotiate with carriers for favorable rates and terms.
• Conduct virtual client reviews and recommend improvements.
• Maintain accurate records of client interactions and plans.
• Drive client retention through regular touchpoints and feedback.

Skills

Insurance expertise

Relationship management

Client communication

Education

Bachelor's degree (not required)

Tools

Ease

Employee Navigator

Flock

Zywave

Job description

Relationship Manager - Life & Health Group Insurance

Position is hybrid: working 3 days in the office and 2 days at home.

In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty, and retention.

The nature of what you do every day will not change – your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert, providing trusted service and valued insights. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top‑ranked training will help to set you up for success!

To thrive in this role you need a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

Responsibilities

• Relationship Management: Serve as the client’s primary contact, acting as a liaison and internal client advocate.
• Maintain a comprehensive understanding of your dedicated client’s group health portfolio and other ADP services and coordinate communication among various business partners.
• Act as a liaison between clients and ADP, collaborating with other ADP partners including Product Management, Implementation, Payroll, Sales and more.
• Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business.
• Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience.
• Group Benefit Support & Administration: Provide insurance expertise, manage benefit renewals, support Open Enrollment, and prepare quote proposals & benefit guides.
• Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages.
• Handle all aspects of benefits renewals, negotiating with carriers to secure the best rates and terms for clients.
• Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes.
• Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims.
• Maintain accurate and up‑to‑date records of all client interactions, benefits plans, and compliance documentation.
• Client Retention: Maximize client retention by working with clients, carriers, and external ADP partners to resolve issues that may impact the client relationship.
• Proactively ensure client satisfaction through regular touchpoints, soliciting feedback on existing group health benefit offerings and future needs.
• Ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.

Requirements

• At least 2-3 years of related insurance experience
• Life & Health Insurance Producer License
• A college degree is great but not required. What’s more important is having the skills to do the job.

Preferred Qualifications

• Previous insurance industry experience with a brokerage or agency environment
• Experience with Benefits Administration platforms: Ease, Employee Navigator, Flock
• Experience with insurance quoting platforms: Zywave
• Relationship/Account management experience
• Demonstrated proficiency in managing client relationships with multiple products.
• Extensive experience building relationships and understanding a client’s needs.
• Prior experience managing service recovery.
• Expert knowledge of ADP’s infrastructure and ADP’s traditional and new product/services in business processing and outsourcing.

Benefits and Compensation

• Base salary may vary based on factors such as location, skills, and relevant experience.
• Potential additional compensation in the form of bonus, equity or commissions.
• Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more.

Compensation for this role is USD $47,400.00 - $96,300.00 per year*.

*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.

Diversity, Equity, Inclusion & Equal Employment Opportunity

ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.