AE Perkins

Client Relationship Specialist

Dallas, Texas, United States

Sponsorship not specified$50k-$53kDetected 48 days ago

ComplianceAccount ManagementExcelHIPAACommunicationCollaborationProblem SolvingAdaptabilityOrganizational Skills

About the role

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.
The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth.
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).
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).
Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced).
Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate).

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.
Required working hours for the Client Experience department are 8:30 a.m. - 5:30 p.m. within your time zone.
Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).
Ability to adapt quickly to changing priorities and work well under stressful conditions (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).

3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate).

Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate).
Communication
Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions (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.
Experience in Benefits Administration preferred (Beginner).
Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate).

Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner).

INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!
NOTE: Starting pay for this position is set at $50,000.00 - $53,000.00 annually with additional bonus potential.
Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate).

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

This listing is sourced directly from AE Perkins's careers page and normalized into a canonical job model.