Insurance Implementation Specialist

ADP•El Paso, TX

3d•Hybrid

About The Position

ADP is hiring an Insurance Implementation & Service Specialist in a hybrid role, working in the office three days a week and from home two days a week. The specialist is the client's first point of contact after a sale and manages implementation from the sale through transition to Client Service. The role builds positive client relationships, reviews policies and client information, and sets expectations to support a successful handoff. The specialist reviews sales orders, policy information, and client information for completeness; works with Sales to resolve outstanding items; makes welcome calls to confirm information, establish relationships, set expectations, and answer questions; and classifies employees and owner/officers in applicable systems to ensure accurate premium deductions. The specialist also handles client calls and provides service through the first premium impound, confirming that all features have started before turnover to Client Service. The role involves onboarding clients for Insurance Products implementation, analyzing systems, interface requirements, and business processes, and recommending and implementing ADP solutions. The specialist collaborates with Sales and Customer Service, communicates project priorities and issues, manages multiple time-sensitive follow-ups, and handles a high volume of inbound calls. Daily phone time may increase during peak seasons.

Requirements

Must have or receive the appropriate Property & Casualty insurance license within 30 days of employment; ADP will support successful candidates in the testing process.
Prior experience is not required; training will be provided.
Ability to work overtime during peak seasons.
Strong professionalism and business acumen.
Strong follow-up skills to close open items on Sales Orders and in the implementation process in a timely and effective manner.
Strong oral communication skills with clients, Sales, and other service associates.
Ability to work effectively under time pressure while maintaining a professional service attitude.

Nice To Haves

Prior experience in the insurance industry.

Responsibilities

Manage the client implementation process from sale through transition to Client Service.
Establish positive client relationships and set and reinforce expectations.
Review sales orders, policy information, and client information for completeness.
Work with Sales to notify them of outstanding issues or items.
Make welcome calls to clients to confirm information, establish rapport, set expectations, and answer questions.
Classify employees and owner/officers in applicable systems to ensure accurate premium deductions.
Take client calls and provide service through the first premium impound, ensuring all features have started before handoff to Client Service.
Create exceptional onboarding experiences for Insurance Products implementation and help clients gain the skills and confidence to use ADP products.
Analyze existing systems, interface requirements, and business processes, and recommend and implement ADP solutions.
Collaborate with ADP associates in Sales and Customer Service and exchange routine information with client project team members about priorities, timelines, and issues.
Manage multiple time-sensitive follow-ups and projects and share essential information with clients and internal teams.
Follow a daily schedule and organize work to handle a high volume of inbound calls.