Relationship Life Cycle Consultant - Broker

Appcast; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Relationship Life Cycle Consultant to enhance client connections through strategic benefit education. In this dynamic role, you will engage with clients and their employees, driving participation and satisfaction with their benefit plans. You will work closely with internal teams to resolve complex issues and implement effective strategies. This position offers a vibrant culture that values inclusion and provides opportunities for professional growth. If you are a strategic thinker with a passion for client service, this is your chance to make a meaningful impact.

Benefits

Best-in-class benefits from Day 1

Company-paid time off for volunteering

Ongoing training and development

Mental health and well-being support

Inclusive company culture

Qualifications

• 5+ years of client service experience in a fast-paced environment.
• Strong presentation skills to engage large audiences.

Responsibilities

• Design and execute benefit strategies for assigned clients.
• Conduct benefit meetings and manage stakeholder relationships.

Skills

Client Relationship Management

Strategic Thinking

Presentation Skills

Benefit Education Strategies

Education

Bachelor's Degree

Job description

ADP is hiring a Relationship Life Cycle Consultant.

• Do you love being in front of a crowd?
• Are you a strategic thinker?
• Do you think benefits are fun?

Well, this may be the role for you. Ready to make your mark?

As a Relationship Life Cycle Consultant, you will work to strengthen the connection with clients through service and consultation around benefit education strategies. For your assigned book of business, you will understand clients' needs regarding benefits and strategically drive results to increase benefit participation, client experience, employee retention, and employee engagement.

Your day-to-day will be spent building relationships with key internal and external stakeholders for each client and their employees to drive year-round benefit education. In this position, you will ensure service excellence and improve client relationships, including client satisfaction and experience. You must effectively maintain, build, and manage client relationships at all levels to ensure clients achieve their benefit strategies utilizing ADP's Human Capital Management tools and services. You will work closely with clients and their employees to optimize the utilization of their plan benefits and bring consultation to complex benefit strategies and initiatives.

You will need strong partnerships with Sales, Brokers, Implementation, HR, and the Operations organization to resolve escalated and complex benefit issues. You will implement your benefit strategies through virtual, onsite, or recorded benefit presentations to each client. Travel will be required to support client visits and strengthen relationships.

To thrive in this role, you must build rapport, establish trust, develop strategies and shine with professionalism. Through onsite and virtual connections, you will help analyze benefit trends within each client and develop education strategies to assist employees in maximizing their plan and carrier resources. As a result, your client satisfaction scores make you proud. While our team's culture promotes a healthy dose of fun and high engagement, a fast-paced environment should not scare you. Not only can you find a career here, but friendships that last in a company that values inclusion.

Ready to #MakeYourMark? Apply now !

To learn more about Client Services at ADP, watch here :

https : / / adp.careers / Client_Services_Videos

WHAT YOU'LL DO : Responsibilities

What you can expect on a typical day :

• You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to drive plan participation and retention.
• You will conduct worksite benefit meetings for groups of new hires, quarterly wellness meetings to review carrier value-add information and resources, spending accounts education, year-end onboarding meetings, open enrollment meetings, and more.
• You will manage relationships with internal and external stakeholders, focusing on benefit strategies related to worksite employee enrollment in the plan.
• You will continually upgrade your knowledge and skills in benefits, including attending training sessions and becoming a benefit subject matter expert.
• You adhere to a daily schedule to manage your meetings, calls, partner connections, etc.

TO SUCCEED IN THIS ROLE : Requirements

• You have five years of client service or client relationship management experience in a fast-paced service environment.
• You have experience in benefits.
• You excel at presentations keeping large audiences engaged and attentive as you present.
• You're a strategic thinker and have demonstrated the ability to assess needs and provide innovative solutions to assist clients in meeting their business objectives.
• You can travel to support client visits and strengthen relationships.

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 have developed and are excited to provide an environment where you can continue to make a meaningful impact.

BONUS POINTS FOR THESE : Preferred Qualifications

• Progressive management experience in consulting or large corporate environments.
• Experience with multiple larger complex clients or advisor relationships and dealing with a broad range of benefits or HR equivalent-related areas at senior levels of organizations.

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN :

• Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
• Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
• Grow your career in an agile, dynamic environment with plenty of opportunities to progress.
• Continuously learn through 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 back and generating 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.