Client Relationship Specialist
New
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AmeriflexBenefits administration
Workable workplace: remote; Location: Dallas, Texas, United States; This position is remote following successful completion of onboarding., Required working hours are 8:30 a.m. – 5:30 p.m. within your time zone.Full-TimeMiddle
SalaryStarting pay for this position is set at $50,000.00 - $53,000.00 annually with additional bonus potential. Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly.
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Job Details
- Experience
- 3+ years of account management experience preferred
- Required Skills
- Microsoft ExcelAccount ManagementClient relationship managementData management
Requirements
- Bachelor’s degree from an accredited institution required.
- 3+ years of account management experience preferred, focused on client relationship management and service delivery.
- Benefits administration experience preferred.
- Intermediate-to-advanced skills in Microsoft Excel and other data management tools preferred.
- Ability to travel as needed, ideally once per year.
- Demonstrated client-service orientation and ability to maintain a client-focused approach.
- Ability to resolve issues effectively in high-pressure situations.
- Strong written and verbal communication skills.
- Strong organizational skills, attention to detail, and ability to manage multiple tasks and high call and email volumes.
- Ability to adapt to changing priorities and work under stress.
- Competence navigating multiple web-based programs and using technology to address client needs.
- Understanding of HIPAA and other compliance requirements for handling sensitive information.
Responsibilities
- Serve as the primary contact for clients, addressing questions and concerns in a timely manner.
- Own client issues from start to finish and ensure resolutions meet or exceed client expectations.
- Anticipate client needs and provide proactive answers and support.
- Build and maintain relationships with Plan Administrators, Brokers, and other stakeholders to support retention and business growth.
- Educate clients on systems, tools, and policies related to Ameriflex products and services.
- Maintain organized and accurate client account information, including interaction, issue, and resolution records.
- Handle confidential information in accordance with HIPAA and other relevant regulations.
- Collaborate with internal partners to execute business plans and strategies.
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