AE Perkins
Insurance
ClientRelationshipSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Relationship Specialist at AE Perkins. Skills: Client relationship management, Client retention, Issue resolution. Serve as primary contact. Address client questions”
Industry & Context.
Issue resolution; Problem-solving
Work 8:30 a.m. – 5:30 p.m. time zone, Lift up to five pounds
What They're Looking For.
Must Have
Bachelor’s Degree required, 3+ years account management experience, 3+ years client relationship management, 3+ years service delivery experience, HIPAA regulations knowledge, Compliance requirements knowledge
Nice to Have
3+ years account management experience, 3+ years client relationship management, 3+ years service delivery experience, Benefits Administration experience, Intermediate to advanced Microsoft Excel skills, Intermediate to advanced data management tools skills, Ability to travel once per year
What You'll Do.
Serve as primary contact
Address client questions
Address client concerns
Ensure resolutions meet expectations
Anticipate client needs
Identify potential questions
Identify potential concerns
Provide proactive answers
Build positive relationships
Maintain positive relationships
Foster positive relationships
Educate clients on systems
Educate clients on tools
Educate clients on policies
Ensure effective utilization
Maintain organized account information
Maintain accurate account information
Record client interactions
Record service issues
Handle confidential information
Collaborate with internal partners
Execute business plans
Execute business strategies
Leverage company resources
Leverage company tools
Ensure seamless service experience
Ensure reliable service experience
How You'll Work.
Team & Collaboration
Work as part of team; Support colleagues; Contribute to work environment; Collaborate with internal partners
Communication Scope
Verbal communication; Written communication
Full Job 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). **
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