Client Relationship Specialist

AE Perkins•Dallas, TX

8h•$50,000 - $53,000•Remote

About The Position

The Client Relationship Specialist (CRS) provides dedicated client care and maintains professional relationships with current, potential, and former clients. As part of a team managing a portfolio of new and existing accounts, the CRS is the main point of contact for client questions and concerns, resolves issues, educates clients about products and services, and supports retention and growth strategies. The position is remote following successful onboarding, but new hires must attend two weeks of in-person training at the corporate office in Carrollton, Texas. Required working hours are 8:30 a.m. to 5:30 p.m. within the employee’s time zone. Travel may be required as needed, ideally once per year, to support client relationship initiatives. The role supports AE Perkins, a holding company for Ameriflex, Workforce Go, and Accresa.

Requirements

Bachelor’s degree from an accredited institution.
Superior written and verbal communication skills and professionalism in client interactions.
Strong organizational skills, attention to detail, and ability to manage multiple tasks and high call and email volumes.
Ability to think on your feet and resolve issues effectively, including under pressure.
Ability to adapt quickly to changing priorities and work well under stressful conditions.
Competence navigating multiple web-based programs and using technology to address client needs.
Goal-oriented and self-motivated, with initiative to grow and advance within the organization.
Ability to work collaboratively as part of a team.
Understanding of HIPAA regulations and other compliance requirements for handling sensitive information.
Ability to travel as needed, ideally once per year.
Ability to work 8:30 a.m. to 5:30 p.m. within the employee’s time zone.
Ability to attend two weeks of in-person onboarding training at the Carrollton, Texas corporate office.
Physical ability to sit for prolonged periods, use hands to grasp and reach, occasionally stoop or kneel, see, hear, speak, use a telephone, write or use a keyboard, and lift up to five pounds.

Nice To Haves

Three or more years of account management experience, particularly in client relationship management and service delivery.
Experience in Benefits Administration.
Intermediate to advanced Microsoft Excel skills and experience with other data management tools.

Responsibilities

Serve as the primary contact for clients and address questions and concerns in a timely manner.
Own client issues from start to finish and ensure resolutions meet or exceed client expectations.
Provide empathetic, professional client care so clients feel heard, supported, and valued.
Anticipate client needs and provide information proactively.
Build and maintain relationships with Plan Administrators, Brokers, and other stakeholders to support retention and business growth.
Educate clients on systems, tools, and policies related to Ameriflex products and services.
Maintain organized and accurate client account information, including interaction, service issue, and resolution records.
Handle confidential information discreetly and comply with HIPAA and other relevant regulations.
Collaborate with internal partners to execute business plans and strategies aligned with company goals.
Use company resources and tools efficiently to provide reliable client service.
Perform other duties as assigned by the Client Experience Manager to support business needs.

Benefits

Medical insurance
Vision insurance
Dental insurance
401(k) matching
Flexible spending accounts
Health savings accounts
Disability and life insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter reimbursement plan
Tuition reimbursement
Quarterly bonus opportunity with earning potential of 4% to 6% of base compensation per quarter
Wellable membership
Telescope Health telehealth through Accresa
Intellect mental health application
Employee engagement activities, including voluntary events, raffles, and book club