Insurance Implementation Specialist

Socket.dev; Florham Park (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

ADP is seeking an Insurance Implementation Specialist to be the client’s first point of contact after sale, guiding the implementation through to the transition to Client Service. You will review policy data, set client expectations, and ensure a smooth handoff to Client Service.

You’ll onboard clients to Insurance products, analyze systems, collaborate with Sales and Customer Service, and manage multiple time-sensitive follow-ups with professionalism under pressure.

Qualifications

• Excellent client-facing communication and relationship-building abilities.
• Strong follow-up skills for timely resolution of open items.
• Professional demeanor with a customer-first mindset.
• Ability to manage multiple time-sensitive tasks with accuracy.

Responsibilities

• Onboard clients for Insurance Products implementations and ensure smooth transitions to Client Service.
• Analyze policies, systems and data; coordinate with Sales to resolve issues.
• Collaborate with Sales and Client Service teams to share priorities and timelines.
• Manage multiple follow-ups and communicate clearly with clients and internal teams.
• Maintain an organized daily schedule to handle high volume inbound calls.

Skills

Client communication

Follow-up skills

Professionalism

Time management

Job description

ADP is hiring an Insurance Implementation Specialist.

As anInsurance Implementation Specialistyou will be the client's first point of contact post sale, managing the implementation process from the sale through the transition to Client Service. Ensures the establishment of a positive relationship with the client. Performs a thorough review of the policy and client's information and sets client expectations to ensure the successful transition of the clients to the Client Service Team.

Youwillspendmostofyour dayreceiving and reviewing sales order, policy information and client information for completeness and work closely with sales to notify them of any outstanding issues/items. Make wekcome calls to the client to establish a relationship with the client, set and reinforce expectations, confirm information and answer any questions the clients may have. Classify employees, owner/officers in all applicable systems to ensure accurate premium deductions. Be available to take client calls and service client through first premium impound ensuring all features have started prior to turnover to Client Service.

To thrive in this role, you have a way with clients that builds rapport,establishestrust,and shines with professionalism.Over the phoneand in writing, your communication style is clear and easy for our clients to understand andtake actionon. As a result, your client satisfaction scores make you proud.Paceshould 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.

A little about ADP:We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our peoplemake all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We’ve received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about DEI at ADP on our YouTube channel:http://adp.careers/DEI_Videos

To learn more about Implementation at ADP, watch here:https://adp.careers/Client_Services_Videos

What you’ll do:

• Onboard Client.You'll create exceptional onboarding experiences for Insurance Products implementation.Throughyourexpertiseandrelationship-building, you'll help clientsdevelop the skills and confidence to use our products with ease.
• ImplementADP Technologies.You will analyze existing systems, interfacerequirements, andbusiness processes.You willincorporate new processes, tools, and approaches when recommendingand implementingtheADP solution.
• Partner Internally.Youwillinteract/collaborate with ADP associates in sales and customer service.You will exchange routine information with members of the client project team, including priorities, timeliness,andissues as they arise.
• Multi-Task & Communicate.Youwill work onmultiple time-sensitive follow-ups/projects at the same time.Youwillshare essential informationwith clients and internal teams.
• Youadhere to a daily schedule and organize yourselfto deal with a high volume ofinbound calls.Daily phonetimemay increaseduring peakseasons,like at the close of the year.

What you can expect on a typical day:

• Onboard Client.You'll create exceptional onboarding experiences for Insurance Products implementation.Throughyourexpertiseandrelationship-building, you'll help clientsdevelop the skills and confidence to use our products with ease.
• ImplementADP Technologies.You will analyze existing systems, interfacerequirements, andbusiness processes.You willincorporate new processes, tools, and approaches when recommendingand implementingtheADP solution.
• Partner Internally.Youwillinteract/collaborate with ADP associates in sales and customer service.You will exchange routine information with members of the client project team, including priorities, timeliness,andissues as they arise.
• Multi-Task & Communicate.Youwill work onmultiple time-sensitive follow-ups/projects at the same time.Youwillshare essential informationwith clients and internal teams.
• Youadhere to a daily schedule and organize yourselfto deal with a high volume ofinbound calls.Daily phonetimemay increaseduring peakseasons,like at the close of the year.

TO SUCCEED IN THIS ROLE:

• Prior experience is not required; we will train you to be successful!
• 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.

A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:

• Experience noted above, OR
• Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

BONUS POINTS FOR THESE:

• 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'LL LOVE WORKING HERE BECAUSE YOU CAN:

• Be yourselfin a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
• Belongby joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
• Grow your careerin an agile, dynamic environment with plenty of opportunities to progress.
• Continuously learnthrough ongoing training, development, and mentorship opportunities.
• Be your healthiest.Best-in-class benefits start on Day 1 because healthy associates are happy ones.
• Focus on your mental health and well-being.We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
• Join a company committed to giving backandgenerating a lasting, positive impact upon the communities in which we work and live.
• Get paid to pay it forward.Company-paid time off for volunteering for causes you care about.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: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.

Ethics at ADP:ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.