[Hiring] Client Relationship Specialist @AE Perkins

Role Description

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
• 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.

Qualifications

• 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.
• Experience in Benefits Administration preferred.
• 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.

Requirements

• Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner.
• Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients.
• Proactive Client Support: Anticipate client needs by identifying potential questions or concerns.
• Relationship Building and Retention: Build, maintain, and foster positive relationships with stakeholders.
• Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services.
• Account Organization and Documentation: Maintain organized and accurate account information for each client.
• Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations.
• Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies.
• Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency.
• Additional Duties: Perform other duties as required to support business needs.

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 – Quarterly bonus structure with earning potential between 4% and 6% of base compensation.
• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!

Physical Demands and Working Conditions

• Work in an office environment.
• Sustained posture in a seated position for prolonged periods of time.
• Use hands to grasp and reach; occasionally stoop or kneel.
• See, hear, and speak with sufficient acuity to successfully perform all aspects of the job.
• Use telephone and write or use a keyboard to communicate through written means.
• Lift up to five pounds of weight.