Client Relationship Specialist

AE Perkins; Oregon; Ibrido; USD 50.000 - 53.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

AE Perkins LLC is seeking a Client Relationship Specialist to manage a portfolio of client accounts and serve as the main point of contact for inquiries, issues, and education on Ameriflex products and services. The role emphasizes proactive service, issue resolution, and strong partner collaboration.

Two weeks of in-person training will occur at our Carrollton, TX corporate office after onboarding; remote-first work is supported with time-zone aligned scheduling and client-focused outcomes.

Competenze

• Bachelor’s degree from an accredited institution required.
• 3+ years of account management experience preferred, with a focus on client relationship management and service delivery.
• Experience in Benefits Administration preferred.
• Intermediate to advanced skills in Microsoft Excel and other data management tools.

Mansioni

• 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.
• Educate clients on systems, tools, and policies related to Ameriflex products and services.
• Support strategies for retention and growth and collaborate with internal partners to execute business plans.
• Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions.

Conoscenze

Service Orientation

Problem-Solving

Communication Skills

Organizational Skills

Adaptability

Technical Proficiency

Goal Orientation

Team Collaboration

Compliance Awareness

Formazione

Bachelor’s Degree

3+ years of account management experience

Experience in Benefits Administration

Strumenti

Microsoft Excel

Data management tools

Descrizione del lavoro

Candidate Authenticity StatementWe 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

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

BENEFITS

• 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.