Client Relationship Specialist

2 months ago
Remote
Full-time
Mid Level
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

  • Serve as the primary contact for current, potential, and former clients, responding to questions and concerns in a timely manner.
  • Own client issues from start to finish and ensure resolutions meet or exceed client expectations.
  • Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support retention and growth.
  • Educate clients on systems, tools, policies, products, and services so they can use offerings effectively.
  • Maintain organized and accurate client account records, including interaction notes, service issues, and resolutions.
  • Handle confidential information in accordance with HIPAA and other relevant regulations.
  • Collaborate with internal partners to execute business plans and strategies aligned with company goals.
  • Use company resources and tools to improve efficiency and deliver a seamless client experience.
  • Perform additional duties as assigned by the Client Experience Manager.

Requirements

  • Bachelor’s degree from an accredited institution is required.
  • 3+ years of account management experience is preferred, with a focus on client relationship management and service delivery.
  • Experience in benefits administration is preferred.
  • Strong written and verbal communication skills with the ability to communicate professionally.
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks and high call and email volumes.
  • Ability to adapt quickly to changing priorities and work well under stress.
  • Competence in navigating multiple web-based programs and using technology to address client needs efficiently.
  • Intermediate to advanced skills in Microsoft Excel and other data management tools are preferred.
  • Understanding of HIPAA regulations and other compliance requirements for handling sensitive information.
  • Ability to travel as needed, ideally once per year.
  • Availability to work 8:30 a.m. to 5:30 p.m. within your time zone.

Benefits

  • Starting pay of $50,000 to $53,000 annually.
  • Quarterly bonus potential of 4% to 6% of base compensation.
  • Medical, dental, and vision insurance.
  • 401(k) matching.
  • Flexible spending accounts and health savings accounts.
  • Disability and life insurance.
  • Employee Assistance Program.
  • Tuition reimbursement and commuter reimbursement.
  • LegalShield and ID Shield coverage.
  • Wellable membership, Telescope Health telehealth, and Intellect mental health app access.

Interested in this position?

Apply directly on the company website

Apply Now

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