AE Perkins

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.

The Strategic Account Manager is responsible for developing and executing customized account strategies to ensure long-term growth and retention for assigned client groups. This role involves building strong client relationships and collaborating with cross-functional teams to meet client needs. | Candidates should have at least 5 years of account management experience and strong strategic thinking and leadership abilities. A bachelor's degree is preferred, along with industry knowledge in business development and benefits administration. | NOTE: The pay rate for this position is $65,000.00 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!

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!