Relationship Manager

ADP

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of relevant insurance experience
  • Life - Health Insurance Producer License required
  • Excellent communication skills for client interactions
  • Strong ability to build rapport and trust with clients
  • Familiarity with employee benefits and insurance products

Responsibilities

  • Serve as the primary contact for a dedicated book of clients
  • Maintain detailed knowledge of client health portfolios and ADP services
  • Act as a liaison between clients and ADP, collaborating with various stakeholders
  • Provide proactive, personalized support to ensure a seamless client experience
  • Manage benefit renewals and assist clients with Open Enrollment processes
  • Negotiate with insurance carriers to secure favorable rates for clients
  • Regularly solicit client feedback to enhance service and retention efforts

Benefits

  • Comprehensive training program to enhance skills
  • Culture that values inclusion and promotes teamwork
  • Opportunities for career growth and development
  • Regular touchpoints to ensure client satisfaction
  • Dynamic work environment that keeps daily tasks varied
Full Job Description
In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty, and retention.

The nature of what you do every day will not change -- your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert, providing trusted service and valued insights. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!

To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

WHAT YOU'LL DO: Responsibilities

What you can expect on a typical day:

Relationship Management:

  • You will 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.
  • Act as a liaison between clients and ADP, collaborating 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.


Group Benefit Support - Administration:

  • Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals - benefit guides.
  • Assist 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.
  • Resolution support for benefit 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.


Client Retention:

  • Maximize client retention by working with clients, carriers, and external ADP partners to resolve issues that may impact the client relationship.
  • You will 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).
  • You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.


TO SUCCEED IN THIS ROLE: Requirements

  • At least 2-3 years of related insurance experience
  • Life - Health Insurance Producer License


A college degree is great but not required. What's more important is having the skills to do the job.

BONUS POINTS FOR THESE: 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.


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