Client Relationship Specialist

A.E. Perkins; Dallas (TX); Remote; USD 50,000 - 53,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401(k) Matching

Flexible Spending Accounts

Health Savings Accounts

Disability & Life Insurance

Employee Assistance Program

LegalShield

ID Shield

Commuter Reimbursement Plan

Tuition Reimbursement

Bonus Pay

Job summary

The Client Relationship Specialist (CRS) at A.E. Perkins is responsible for delivering outstanding client care while managing a portfolio of accounts. You will be the main contact for client questions and concerns, resolving issues and educating clients on products and services to drive retention and growth. Work hours for the Client Experience team are 8:30 a.m.

– 5:30 p.m. in your time zone. The role includes remote-first operations with two weeks of in-person training at the Carrollton, TX

Qualifications

• Bachelor’s degree required.
• 3+ years of account management experience preferred.
• Strong service orientation and communication skills.
• Familiarity with HIPAA and related regulations.

Responsibilities

• Serve as the primary contact for clients, addressing questions and concerns in a timely manner.
• Own client issues from start to finish, ensuring resolutions meet or exceed client expectations.
• Demonstrate empathy and maintain high levels of client care and satisfaction.
• Educate clients on Ameriflex products and services to support retention and growth.
• Maintain accurate account information and documentation of interactions and resolutions.
• Collaborate with internal teams to execute business plans aligned with company goals.

Skills

Client interaction

Issue resolution

Empathy

Proactive support

Relationship building

Education and training

Account documentation

HIPAA compliance

Collaboration

Efficiency

Education

Bachelor’s Degree

Tools

Microsoft Excel

Job description

We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance. This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

Remote-First with In-Person Training:

This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

Position Summary

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. Working as part of a team that manages a portfolio of new and existing accounts, the CRS serves as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth.

Please note: Required working hours for the Client Experience department are 8:30 a.m. – 5:30 p.m. within your time zone.

Note: AE Perkins is a holding company that supports three innovative operating entities: Ameriflex, Workforce Go, and Accresa.

PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies)

• Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner. Own client issues from start to finish, ensuring resolutions meet or exceed client expectations (Intermediate).
• Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced).
• Proactive Client Support: Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service (Intermediate).
• Relationship Building and Retention: Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth (Intermediate).
• Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate).
• Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced).
• Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced).
• Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate).
• Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate).
• Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

Requirements

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Service Orientation: Passion for delivering outstanding client service and maintaining a client-focused mindset (Advanced).
• Problem-Solving Skills: Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate).
• Communication Skills: Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism (Advanced).
• Organizational Skills and Multitasking: Strong organizational abilities, with a keen attention to detail and the capability to manage multiple tasks and high call and email volumes (Advanced).
• Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions (Intermediate).
• Technical Proficiency: Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently (Intermediate).
• Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization (Advanced).
• Team Collaboration: Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment (Intermediate).
• Compliance Awareness: Understanding of HIPAA regulations and other compliance requirements for handling sensitive information (Advanced).

Credentials & Experience

Education

Bachelor’s Degree from an accredited institution required.

Experience

• 3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate).
• Experience in Benefits Administration preferred (Beginner).

Technical Skills

• Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate).
• Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner).

Benefits

NOTE: Starting pay for this position is set at $50,000.00 - $53,000.00 annually with additional bonus potential.

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Bonus Pay – Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly.

Additional Benefits Include

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!

Physical Demands And Working Conditions

Work in an office environment; sustained posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.