# Client Relationship Specialist

**Company:** [AE Perkins](http://jobs.workable.com/companies/33uTVW2ZGNgLQCiEyE2xBs.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Ameriflex

[Apply for this job](http://jobs.workable.com/view/b9822513-cb75-4d8e-a432-7d2a8226cfe4)

## Description

**Candidate Authenticity Statement**  
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

**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.

**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).

**Empathy and Client Care:** Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced).

**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).

**Client Education:** Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate).

**Account Organization and Documentation:** Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced).

**Regulatory Compliance:** Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced).

**Collaboration and Strategy Execution:** Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate).

**Efficiency and Resource Utilization:** Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate).

**Additional Duties:** Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

## Requirements

**KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:**

**Service Orientation:** Passion for delivering outstanding client service and maintaining a client-focused mindset (Advanced).

**Problem-Solving Skills:** Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate).

**Communication Skills:** Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism (Advanced).

**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 (Advanced).

**Adaptability and Stress Management:** Ability to adapt quickly to changing priorities and work well under stressful conditions (Intermediate).

**Technical Proficiency:** Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently (Intermediate).

**Goal Orientation and Initiative:** Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization (Advanced).

**Team Collaboration:** Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment (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:**

-   3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate).
-   Experience in Benefits Administration preferred (Beginner).

**Technical Skills:**

-   Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate).
-   Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner).

## Benefits

**NOTE: Starting pay for this position is set at $50,000.00 - $53,000.00 annually with additional bonus potential.  
  
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.

**ADDITIONAL BENEFITS INCLUDE:**

-    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.