Client Relationship Manager

15 hours, 19 minutes ago
Full-time
Senior
Customer and Technical Support

A.E. Perkins

A.E. Perkins describes itself as a long-term builder and investor in businesses focused on sustainable growth and capital preservation, with core expertise in healthcare payments and benefits technology and additional interests in real estate, consumer products, and emerging payments.

Healthcare payments and benefits technology
201-500

Description

  • Lead the client-facing team for a large portfolio of new and existing accounts and provide guidance and mentorship to Relationship Specialists.
  • Serve as the first point of escalation for client issues and join client calls to help resolve concerns, including outside standard business hours when needed.
  • Build and maintain strong relationships with Plan Administrators, Brokers, and Client Experience team members to support retention and growth.
  • Identify and implement process improvements and automation opportunities to enhance service delivery and operational efficiency.
  • Educate clients on systems, tools, and policies related to Ameriflex products and services.
  • Maintain organized, accurate, and accessible account documentation for each client.
  • Collaborate with internal partners to develop and execute business plans and strategies aligned with organizational goals.
  • Anticipate client needs and address questions or concerns proactively before they arise.
  • Handle confidential client information with discretion in compliance with HIPAA and other applicable regulations.
  • Set and track performance goals related to client satisfaction, retention, and service metrics.

Requirements

  • Bachelor’s degree from an accredited institution is required.
  • 5+ years of account management experience with a focus on client relationship management and service delivery.
  • Experience in Benefits Administration is preferred.
  • Intermediate to advanced Microsoft Excel skills are preferred.
  • Strong leadership skills with the ability to guide, mentor, and develop team members.
  • Deep commitment to client service and the ability to set and exceed client expectations.
  • Strong problem-solving skills and the ability to work effectively in high-pressure situations.
  • Superior written, verbal, and organizational skills with strong attention to detail.
  • Ability to manage a fast-paced workload with high call and email volumes while staying calm under pressure.
  • Proficiency with multiple web-based programs and technology used to resolve client issues quickly.
  • Strong understanding of HIPAA regulations and best practices for handling sensitive information.
  • Highly goal-oriented, self-motivated, and proactive in advancing within the organization.

Benefits

  • Base pay of $66,000 per year plus annual bonus potential.
  • Corporate bonus plan with up to 10% of annual salary available as bonus payout each year.
  • Medical, dental, and vision insurance.
  • 401(k) matching.
  • Flexible Spending Accounts and Health Savings Accounts.
  • Disability and life insurance.
  • Employee Assistance Program.
  • Tuition reimbursement.
  • Commuter reimbursement plan.
  • Wellable membership, Telescope Health telehealth access through Accresa, and Intellect mental health support application.
  • Employee engagement activities such as voluntary events, raffles, and book club.

Interested in this position?

Apply directly on the company website

Apply Now

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