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Insurance Benefits Relationship Specialist
2 weeks ago
As a key member of our team, you will serve as the primary point of contact for a dedicated book of Group Health Insurance clients. Your expertise in Employee Benefits will be instrumental in providing proactive, consultative education and support to ensure exceptional client satisfaction, loyalty, and retention.
The nature of your role will involve managing an assigned book of clients, serving as a subject matter expert on Employee Benefits, providing trusted service and valued insights. You will work closely with clients, carriers, and external partners to resolve issues that may impact the client relationship.
Your communication style should be clear and easy for clients to understand, and you should have a way with clients that builds rapport, establishes trust, and shines with professionalism. A comprehensive understanding of your dedicated client's group health portfolio is essential, and you will maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation.
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). To succeed in this role, you must have at least 2-3 years of related insurance experience, including a Life & Health Insurance Producer License.
A college degree is not required, but having the skills to do the job is more important. Previous insurance industry experience, especially with a brokerage or agency environment, is preferred. Experience with Benefits Administration platforms and insurance quoting platforms is also beneficial.
Key responsibilities include relationship management, group benefit support & administration, and client retention. You will be responsible for managing benefit renewals, supporting Open Enrollment, preparing quote proposals & benefit guides, handling all aspects of benefits renewals, and conducting virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes.
This role requires extensive experience building relationships and understanding a client's needs. Prior experience managing service recovery and expert knowledge of ADP's infrastructure and ADP's traditional and new product/services in business processing and outsourcing are also valuable assets.
We offer a dynamic and inclusive work environment where you can grow your career, learn continuously, and focus on your mental health and well-being. Our company values equity, inclusion, and belonging, and we believe our people make all the difference. We are committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.
