Client Relationship Specialist

AE Perkins • Dallas, TX

3h • Hybrid

About The Position

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

Requirements

• Passion for delivering outstanding client service and maintaining a client-focused mindset.
• Ability to think on your feet and resolve issues effectively, even in high-pressure situations.
• Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism.
• Strong organizational abilities, with a keen attention to detail and the capability to manage multiple tasks and high call and email volumes.
• Ability to adapt quickly to changing priorities and work well under stressful conditions.
• Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently.
• Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization.
• Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment.
• Understanding of HIPAA regulations and other compliance requirements for handling sensitive information.
• Bachelor’s Degree from an accredited institution required.
• Ability to travel as needed, ideally once per year, to support client relationship initiatives.

Nice To Haves

• 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 preferred.

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.
• Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued.
• Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service.
• Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth.
• Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively.
• Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions.
• Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services.
• Collaborate with internal partners to execute business plans and strategies that align with company goals.
• Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients.
• Perform other duties as required to support business needs, as assigned by the Client Experience Manager.

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

What This Job Offers

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