Client Success Specialist

Serve as the main point of contact during onboarding of new clients and renewal of existing accounts. Deliver proactive, personalized, white-glove client service and anticipate client needs. Build and maintain relationships with Plan Administrators, Brokers, and other key stakeholders to support retention and growth. Follow structured onboarding and renewal processes and standard operating procedures. Educate clients on systems, tools, policies, best practices, products, and services. Own client issues from start to finish and support escalated onboarding or renewal issues. Maintain organized, accurate, and current client records and process documentation. Collaborate with Sales, Client Experience, and Operations to execute business plans and ensure seamless client experiences. Handle sensitive client information confidentially and ensure HIPAA and regulatory compliance. Identify process improvements in onboarding and renewal workflows. Perform additional duties assigned by the Client Experience Manager. Requirements Bachelor's Degree from an accredited institution required. 3+ years of account management experience preferred, with a demonstrated focus on onboarding, renewal, or customer success roles. Experience in Benefits Administration or a related field preferred. Intermediate to advanced skills in Microsoft Excel and other data management tools preferred. Clear understanding of Ameriflex products and how they work. Ability to provide proactive and personalized client service and anticipate client needs. Strong ability to resolve issues efficiently and independently. Superior written and verbal communication skills. Highly organized, with strong attention to detail and ability to manage multiple tasks and maintain comprehensive client records. Ability to remain composed and efficient in a fast-paced, high-pressure environment. Skilled in navigating multiple web-based programs and learning new tools and systems. Motivation to achieve individual and team goals related to client satisfaction and retention. In-depth understanding of HIPAA regulations and best practices for handling sensitive information. Experience identifying process improvements and implementing changes to streamline workflows. Ability to travel as needed, ideally once per year, for client relationship initiatives and onboarding events. Core Competencies Demonstrates expertise in client onboarding and account management, with a strong focus on delivering personalized service and maintaining compliance with HIPAA regulations. Proficient in process improvement and data management to enhance client satisfaction and retention. Highest-signal resume keywords Client Onboarding Account Management HIPAA Compliance Microsoft Excel Process Improvement Hard Skills Client Onboarding Account Management Benefits Administration Data Management Process Improvement Microsoft Excel Client Record Management Issue Resolution Regulatory Compliance Web-Based Program Navigation Soft Skills Proactive Client Service Strong Communication Organizational Skills Attention to Detail Composure Under Pressure Certifications & Qualifications Bachelor's Degree Industry Keywords Client Experience Retention Stakeholder Engagement Ameriflex Products Sensitive Information Handling #J-18808-Ljbffr Jobtailor