Implementation Specialist

As an Insurance Implementation Specialist, you 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.

Responsibilities

• Perform a thorough review of the policy and client's information and set client expectations to ensure the successful transition of the clients to the Client Service Team.
• Receive and review sales orders, policy information, and client information for completeness; work closely with sales to notify them of any outstanding issues/items.
• Make welcome calls to the client to establish a relationship, set and reinforce expectations, confirm information, and answer any questions the clients may have.
• Classify employees and owner/officers in all applicable systems to ensure accurate premium deductions.
• Be available to take client calls and service the client through the first premium impound, ensuring all features have started prior to turnover to Client Service.
• Create exceptional onboarding experiences for Insurance Products implementation through expertise and relationship-building.
• Analyze existing systems, interface requirements, and business processes; incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
• Partner internally by collaborating with ADP associates in sales and customer service; exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
• Multi-task and communicate by working on multiple time-sensitive follow-ups/projects simultaneously; share essential information with clients and internal teams while adhering to a daily schedule and organizing yourself to deal with a high volume of inbound calls.

Requirements

• 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 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 constraints while maintaining a professional service attitude.

Qualifications

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.

Preferred 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.

Benefits

• 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.
• Best-in-class benefits starting on Day 1 to support your health and well-being.
• Focus on your mental health and well-being with available resources.
• Join a company committed to giving back and generating a lasting, positive impact on communities; get paid time off for volunteering for causes you care about.