Client Relationship Specialist

Role Overview

• Provide outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.
• Serve as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience.
• Resolve client issues, educate clients on products and services, and support strategies for retention and growth.
• Collaborate with internal partners to execute business plans and strategies that align with company goals.
• Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions.

Requirements

• Bachelor’s Degree from an accredited institution required.
• 3+ years of account management experience preferred, with a focus on client relationship management and service delivery.
• Experience in Benefits Administration preferred.
• Intermediate to advanced skills in Microsoft Excel and other data management tools preferred.
• Ability to travel as needed, ideally once per year, to support client relationship initiatives.

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.
• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!