Client Relationship Specialist

AE Perkins • Dallas, TX

1d • 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 new and existing accounts, the CRS is the main contact for client questions and concerns and works to provide a positive, seamless client experience. The role includes resolving client issues, educating clients about products and services, and supporting retention and growth strategies.

The position is remote following successful onboarding. New hires must complete two weeks of in-person training at the corporate office in Carrollton, Texas. Required hours for the Client Experience department 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.

AE Perkins is a holding company supporting Ameriflex, Workforce Go, and Accresa.

Requirements

• Bachelor’s degree from an accredited institution.
• Superior written and verbal communication skills.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks and high call and email volumes.
• Ability to adapt to changing priorities and work effectively under stress.
• Ability to navigate multiple web-based programs and use technology to address client needs.
• Goal-oriented and self-motivated, with interest in professional growth within the organization.
• Ability to work collaboratively and support colleagues.
• Understanding of HIPAA regulations and other requirements for handling sensitive information.
• Ability to travel as needed, ideally once per year.
• Ability to work the department’s required hours of 8:30 a.m. to 5:30 p.m. within the employee’s time zone.

Nice To Haves

• At least 3 years of account management experience, preferably focused on client relationship management and service delivery.
• Experience in Benefits Administration.
• Intermediate to advanced skills in Microsoft Excel and other data management tools.

Responsibilities

• Serve as the primary contact for clients, responding to questions and concerns in a timely manner.
• Own client issues through resolution, ensuring outcomes meet or exceed client expectations.
• Demonstrate empathy and interpersonal skills 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 accurate, organized client account information, including interaction records, service issues, and resolutions.
• Handle confidential information discreetly and comply with HIPAA and other relevant regulations.
• Collaborate with internal partners to carry out business plans and strategies aligned with company goals.
• Use company resources and tools efficiently to provide reliable client service.
• Perform other duties 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 structure with earning potential of 4% to 6% of base compensation per quarter
• Wellable membership
• Telehealth through Accresa
• Intellect mental health application
• Employee engagement activities, including voluntary events, raffles, and book club

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level