Insurance Implementation Specialist

ADP • El Paso, TX

3d • Hybrid

About The Position

As an 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. Your role ensures the establishment of a positive relationship with the client. You will perform a thorough review of the policy and client's information and set client expectations to ensure the successful transition of clients to the Client Service Team. You will spend most of your day receiving and reviewing sales orders, policy information, and client information for completeness, and work closely with sales to notify them of any outstanding issues/items. You will make welcome calls to the client to establish a relationship, set and reinforce expectations, confirm information, and answer any questions the clients may have. You will classify employees and owner/officers in all applicable systems to ensure accurate premium deductions. You will be available to take client calls and service clients through the first premium impound, ensuring all features have started prior to turnover to Client Service. To thrive in this role, you need a way with clients that builds rapport, establishes trust, and shines with professionalism. Your communication style, over the phone and in writing, should be clear and easy for clients to understand and act upon, leading to high client satisfaction scores. Pace should not scare you, and you will find a healthy dose of fun, career opportunities, and friendships that last in a company that values inclusion.

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; 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.

Nice To Haves

• Must have or receive the appropriate Property & Casualty insurance license within 30 days of employment. ADP will support successful candidates in the testing process.

Responsibilities

• Onboard Client: Create exceptional onboarding experiences for Insurance Products implementation. Through expertise and relationship-building, help clients develop the skills and confidence to use products with ease.
• Implement ADP Technologies: Analyze existing systems, interface requirements, and business processes. Incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
• Partner Internally: Interact and collaborate 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 & Communicate: Work on multiple time-sensitive follow-ups/projects simultaneously. Share essential information with clients and internal teams.
• Adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed