
Relationship Manager - (Life & Health License Required)
Required skills
- Life & Health License
- insurance experience
- Group Health Insurance
- client satisfaction
- client retention
- client relationship
Nice to have
- brokerage
- agency
- Benefits Administration platforms
- Ease
- Employee Navigator
- Flock
Role summary
ADP is seeking a hybrid Relationship Manager for their Employee Benefits team. This role serves as the primary point of contact for a book of Group Health Insurance clients, acting as an expert in employee benefits. Responsibilities include managing client relationships, providing proactive support, handling benefit renewals, assisting with program design, negotiating with carriers, and resolving service issues to maximize client satisfaction and retention. The ideal candidate has 2-3 years of related insurance experience and a Life & Health Producer License. Preferred qualifications include experience in a brokerage/agency environment and familiarity with benefits administration and quoting platforms.
ADP is hiring a Relationship Manager – Employee Benefits. Position is hybrid: working in the office 3 days a week and 2 days from home.
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.
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos
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.
QualificationsBonus 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
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
- 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.
- Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
- Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
- Join a company committed to giving back and generating a lasting, positive impactupon the communities in which we work and live.
- Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.
What are you waiting for? Apply today!
#LI-Hybrid
Sample ADP interview questions
- 1
How do you balance cost savings with performance and reliability in cloud cost management?
technicalmedium - 2
How do you handle a situation where a client is hesitant to renew their contract?
technicalmedium - 3
Walk me through a strategy you used to drive more revenue from an existing account.
technicalmedium - 4
What's your approach to using task management features in project management tools?
technicalmedium - 5
How do you structure your prospecting strategy?
technicalmedium
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