Relationship Manager - (Life & Health License Required)

Responsibilities

• Serve as the client’s primary contact, acting as a liaison, serving as an 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.
• Collaborate 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.
• Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides.
• Aid 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, including 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.
• Resolve 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.
• 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, acting as appropriate (ie: quoting, upselling, remarketing).
• 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
• Lifetime Life & Health Insurance Producer License required
• A college degree is great but not required

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