A.E. Perkins

Client Relationship Manager

A.E. Perkins

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Salary

💰 $60,000 - $65,000 per year

Job Level

Mid-LevelSenior

About the role

  • Client Leadership and Team Mentorship: Act as the primary client-facing team leader for a large number of clients, providing guidance and mentorship to Relationship Specialists to ensure high service standards (Advanced).
  • Client Issue Resolution: Serve as the first point of escalation for client issues, addressing concerns and joining client calls to facilitate resolution, even outside of standard business hours (Advanced).
  • Relationship Management and Retention: Build and maintain strong relationships with Plan Administrators, Brokers, and Client Experience team members, promoting engagement, retention, and growth (Advanced).
  • Process Improvement and Automation: Identify opportunities for process improvements and automation, working to enhance service delivery and operational efficiency (Intermediate).
  • Client Education and Support: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they are equipped to utilize offerings effectively (Intermediate).
  • Account Organization and Documentation: Maintain organized and accurate account information for each client, ensuring easy access to essential details (Advanced).
  • Business Strategy Development: Collaborate with internal partners to develop and execute business plans and strategies that align with organizational goals (Intermediate).
  • Proactive Client Support: Anticipate client needs by addressing potential questions and concerns before they arise, demonstrating a proactive approach to service (Advanced).
  • Confidentiality and Compliance: Handle confidential client information with tact and discretion in accordance with HIPAA and other relevant regulations (Advanced).
  • Empathy and Soft Skills: Exhibit a high level of empathy and interpersonal skills when working with clients and team members, fostering a supportive and positive work environment (Advanced).
  • Goal Setting and Performance Tracking: Set and exceed performance goals related to client satisfaction, retention rates, and service delivery metrics (Intermediate).
  • Travel Requirements: Travel as needed, ideally once or twice per year, to support client relationship management and business development initiatives (Beginner).
  • Other Duties: Perform additional duties as assigned by the Client Experience Manager to support business needs (Beginner).

Requirements

  • Leadership and Mentorship: Strong leadership skills with the ability to guide, mentor, and develop team members, driving service quality and performance improvements (Advanced).
  • Client-Focused Mindset: Deep commitment to providing excellent client service, with the ability to set and exceed client expectations (Advanced).
  • Problem-Solving Skills: Keen ability to think on your feet and solve problems efficiently, even in high-pressure situations (Intermediate).
  • Communication and Organizational Skills: Superior written, verbal, and organizational skills, with attention to detail and the ability to handle large client portfolios (Advanced).
  • Stress Management and Adaptability: Ability to thrive in a fast-paced environment, managing high call and email volumes, and staying calm under pressure (Intermediate).
  • Process Improvement Orientation: Experience identifying and implementing process improvements to enhance service delivery (Intermediate).
  • Technical Proficiency: Proficient in navigating multiple web-based programs and utilizing technology to resolve client issues quickly (Intermediate).
  • Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a proactive approach to advancing within the organization (Advanced).
  • Compliance Awareness: Strong understanding of HIPAA regulations and best practices for handling sensitive information (Advanced).
  • Education: Bachelor’s Degree from an accredited institution required.
  • Experience: 5+ years of account management experience, with a focus on client relationship management and service delivery (Advanced).
  • Experience in Benefits Administration preferred (Beginner).
  • Technical Skills: Intermediate to advanced Microsoft Excel skills preferred (Intermediate).
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 – This position falls under our corporate bonus plan, which entitles you to up to 10% of your annual salary as a bonus payout each year.
  • Wellable membership
  • Telescope Health (telehealth) through Accresa
  • Intellect (mental health) application
  • Employee engagement activities, including voluntary events, raffles, book club, and more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
process improvementautomationaccount managementclient relationship managementMicrosoft Excelclient educationbusiness strategy developmentperformance trackingconfidentialitycompliance
Soft skills
leadershipmentorshipproblem-solvingcommunicationorganizational skillsstress managementadaptabilitygoal orientationinitiativeempathy
Certifications
Bachelor’s DegreeHIPAA compliance
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