Client Relationship Specialist

Client Relationship Specialist

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.

Remote-First with In-Person Training This position is remote following successful completion of onboarding. 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.

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).