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Client Relationship Specialist at AE Perkins. 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).. 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).. . Company Location: United States.