Client Relationship Specialist

AE Perkins•Dallas, TX

7d•$53,000 - $55,000

About The Position

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.

Requirements

Service Orientation: Passion for delivering outstanding client service and maintaining a client-focused mindset
Problem-Solving Skills: Ability to think on your feet and resolve issues effectively, even in high-pressure situations
Communication Skills: Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism
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
Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions
Technical Proficiency: Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently
Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization
Team Collaboration: Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment
Compliance Awareness: Understanding of HIPAA regulations and other compliance requirements for handling sensitive information
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
Technical Skills: Intermediate to advanced skills in Microsoft Excel and other data management tools preferred
Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives

Nice To Haves

Experience in Benefits Administration 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!