Client Relationship Specialist

AE Perkins; United States; Hybrid; USD 42,000 - 65,000; Full time

Job summary

AE Perkins LLC is hiring a Client Relationship Specialist to manage a portfolio of current and prospective clients, resolving issues, educating clients on products, and supporting retention strategies. The CRS collaborates with internal teams to deliver a seamless client experience and maintain thorough account documentation.

The role emphasizes empathy, proactive support, and strong communication within a remote-first environment requiring two weeks of in-person training at our Carrollton, TX

Qualifications

• Bachelor's degree required.
• Experience in client services or relationship management.
• Strong written and verbal communication and problem-solving skills.

Responsibilities

• Serve as primary contact for clients, addressing questions and concerns.
• Own client issues from start to finish and ensure timely resolutions.
• Demonstrate empathy and interpersonal skills with clients.
• Provide proactive support by addressing potential questions before they arise.
• Build and maintain relationships with Plan Administrators, Brokers, and stakeholders.
• Educate clients on Ameriflex products and services.
• Maintain organized account information and interaction records.
• Handle confidential information in compliance with HIPAA and regulations.
• Collaborate with internal teams to execute business plans.
• Leverage resources to deliver reliable client service and assist with miscellaneous duties.

Skills

Client care

Issue resolution

Empathy

Proactive support

Relationship building

Product education

Account documentation

HIPAA compliance

Communication

Organizational skills

Time management

Team collaboration

Education

Bachelor's Degree

Job description

Candidate Authenticity Statement

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

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.