AE Perkins

Develop and execute sales strategies within a designated territory, manage broker relationships, and achieve sales targets. | Requires 3-5 years of B2B sales experience, proficiency in CRM tools, and a bachelor’s degree in Business or related field. | NOTE: You must reside in the state of PA or NJ to be considered for this position. Position Summary: The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. Principal Duties & Responsibilities: Territory Strategy & Sales Execution: Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced) Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced) Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced) Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced) Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced) Sales Forecasting & Reporting: Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced) Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate) Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate) Client & Broker Relationship Management: Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced) Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate) Act as a primary point of contact for brokers and clients, providing timely and professional support. (Advanced) Cross-Functional Collaboration & Communication: Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate) Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate) Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced) Knowledge, Skills, and Abilities Required: Sales Skills & Territory Management: Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies. (Advanced) Proven track record of achieving sales targets and expanding client relationships. (Advanced) Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences. (Advanced) Communication & Interpersonal Skills: Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients. (Advanced) Strong presentation skills, with experience delivering sales pitches to diverse groups. (Advanced) Ability to effectively collaborate with internal teams and sales leadership. (Intermediate) Organizational & Planning Skills: Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously. (Advanced) Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed. (Advanced) Technical Proficiency: Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting. (Intermediate) Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). (Intermediate) Familiarity with Google Suite and Google Workspace for documentation and reporting. (Intermediate) Travel Requirements: Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. (Intermediate) Credentials & Experience: Education: Bachelor’s Degree in Business, Marketing, or a related field preferred but not required. Experience: 3-5 years of B2B sales experience, preferably in the employee benefits, insurance, or related industry. Demonstrated success in managing a sales territory and achieving sales goals. NOTE: The base salary for this position is $70,000.00 - $75,000.00 annually plus commission and bonus potential. 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 Commission is paid on actual revenue invoiced for services sold Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!

The Client Relationship Specialist serves as the main point of contact for clients, addressing their questions and concerns while ensuring a positive client experience. The role involves resolving issues, educating clients on products, and supporting strategies for retention and growth. | A Bachelor’s Degree is required, along with 3+ years of account management experience preferred. Candidates should possess strong communication skills and a passion for client service. | 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). NOTE: Starting pay for this position is set at $53,000.00 - $55,000.00 annually with additional bonus potential. 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 – Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more! PHYSICAL DEMANDS AND WORKING CONDITIONS: Work in an office environment; sustained posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.

Managing payroll processing, tax management, and client support for Workforce Go! products, ensuring accuracy and compliance. | Over 15 years of payroll experience, proficiency in payroll software, data analytics, and client service, with a strong understanding of industry compliance and team leadership. | Position Summary: The HCM & Payroll Account Specialist serves as the primary point of contact for Workforce Go! clients, focusing on exceptional client service, retention, and growth. Under the guidance of the Client Services Manager, this role involves managing and administering Payroll, Time & Labor Management, and Human Resources (HR) suite of products. The Account Specialist is responsible for accurately processing payrolls, managing tax accounts, and identifying new product opportunities. As a subject matter expert, the HCM & Payroll Account Specialist ensures optimal client experience while supporting Workforce Go! products and services. Principal Duties & Responsibilities: Client Support & Relationship Management: Serve as the primary contact for assigned clients, maintaining positive relationships and working to achieve client retention and business growth goals. (Advanced) Product Knowledge & Expertise: Acquire and demonstrate thorough knowledge of Workforce Go! HCM products, workflows, and integration processes, ensuring seamless ongoing support. (Advanced) Payroll & Tax Account Management: Ensure payrolls are processed with 100% accuracy and timely delivery every pay period; manage tax calculations and account management as needed. (Intermediate) Subject Matter Expertise: Act as a subject matter expert and key resource on Workforce Go! operations and services, providing guidance on payroll, HR, time and labor management, accounting, tax, and money movement. (Advanced) Compliance & Confidentiality: Follow internal and external compliance rules and regulations while maintaining strict confidentiality with client information. (Advanced) Process Improvement & Policy Development: Recommend and assist in the development of procedures and policies to enhance the Account Specialist team's efficiency and effectiveness. (Intermediate) Problem-Solving & Special Projects: Analyze client challenges, recommend solutions, and participate in special projects as assigned. (Intermediate) Requirements Knowledge, Skills, and Abilities Required: Communication Skills: Strong command of the English language, with excellent written and verbal communication skills; ability to use appropriate email etiquette. (Advanced) Time Management & Prioritization: Proven ability to manage multiple priorities independently, meeting all deadlines consistently. (Advanced) Analytical & Problem-Solving Skills: Ability to gather, analyze, and interpret information, draw conclusions, test solutions, and communicate findings effectively. (Intermediate) Client-Centric Approach: Skilled in quickly assessing client needs, tactfully handling difficult situations, and maintaining client satisfaction. (Advanced) Team Collaboration: Demonstrated ability to work effectively within a team environment, fostering collaboration and supporting shared goals. (Intermediate) Technical Proficiency: Proficient in Google and other business software; ability to navigate web-based applications efficiently. (Intermediate) Industry Knowledge: Strong working knowledge of payroll and human resources outsourcing industry, including compliance requirements. (Advanced) Credentials & Experience: Education: Bachelor’s degree required, or equivalent professional experience in a related field. Experience: Minimum of 5 years in payroll or human resources outsourcing; experience in client service or relationship management required. Certification: Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC) certification preferred. Benefits Shift expectations for this position are Monday - Friday 8:30 a.m. - 5:30 p.m. Pacific. Note: The pay range for this position is $45,000.00 - $55,000.00 annually, plus bonus potential. 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 a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment. ADDITIONAL BENEFITS INCLUDE: • Wellable membership • Telescope Health (telehealth) through Accresa • Intellect (mental health) application • Employee engagement activities, including voluntary events, raffles, book club, and more!

Manage and grow strategic client accounts through relationship building, cross-department collaboration, and delivering tailored solutions to meet client objectives. | 5+ years account management experience, strategic thinking, leadership, excellent communication skills, willingness to travel, and preferably industry and benefits administration knowledge. | NOTE: The pay rate for this position is $68,000.00 annually, plus 10% annual bonus potential. POSITION SUMMARY: The Strategic Account Manager (SAM) is a key leader responsible for providing the highest level of service to our most valued clients. As trusted advisors and partners, SAMs leverage their expertise to build enduring client relationships and drive profitable outcomes. This role combines autonomy, accountability, and strategic insight to ensure an exceptional client experience, while fostering business growth and retention for AE Perkins. Key Responsibilities Strategic Account Management Expertise (advanced): Develop and execute customized account strategies, with laser-focus on long-term growth and retention for assigned client groups. Leadership and Cross-Functional Collaboration (advanced): Ability to negotiate outcomes that are beneficial to AE Perkins and clients. Problem-Solving and Critical Thinking (advanced): Identify opportunities for revenue generation, such as upselling services or introducing new product offerings. Demonstrate superior public speaking skills when presenting AE Perkins. Customer-Facing Skills (advanced): Proactively monitor and analyze client performance metrics to identify trends and risks, and take corrective action as needed. Additional Responsibilities Client Relationship Building: Customer-Facing Skills (advanced): Build and maintain strong relationships with key decision-makers, acting as the primary point of contact for all client needs. Presentation Skills (advanced): Conduct regular business reviews (e.g., Annual Business Reviews) to align on goals, performance, and opportunities. Problem-Solving and Critical Thinking (advanced): Partner with clients to provide solutions that address their challenges and align with their organizational objectives. Cross Department Collaboration (advanced): Act as a client advocate within AE Perkins, ensuring their needs and objectives are met with tailored solutions. Cross Department Collaboration (advanced): Partner with cross-functional teams (e.g., Sales, Operations) to ensure alignment on client goals and deliverables. Developing Relationships (advanced): Share insights and best practices with colleagues to foster a collaborative and high-performing team environment. Organizational Skills and Time Management: Goal Setting (advanced): Manage client accounts and projects simultaneously, ensuring all deadlines and service-level agreements are met. Attention to detail (advanced): Maintain detailed and organized records of client interactions, project updates, and account plans. Prioritization (advanced): Prioritize tasks effectively to balance strategic initiatives with day-to-day responsibilities. Requirements: Retention and growth-oriented with large case experience (advanced). Strong strategic thinking and leadership abilities (advanced). Excellent presentation, written, verbal, and organizational skills (advanced). Exceptional follow-up, follow-through, and time management (advanced). Willingness to set and meet high performance standards (advanced). Comfortable with travel and spending time in the field with sellers. Thrives in fast-paced, high-pressure environments with excellent multitasking skills (advanced). CREDENTIALS & EXPERIENCE: Bachelor’s Degree, preferred 5+ Years Account Management experience, required Industry experience and knowledge of business development and specific CDH & Cobra product administration Intermediate to advanced Microsoft Excel experience, preferred Experience in Benefits Administration, preferred 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 - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly, dependent upon individual and team performance factors. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!