If you’re built for white-glove service and you know how to keep clients steady during onboarding and renewals, this role is for you. You’ll own the most important moments in the client journey, prevent issues before they pop off, and help drive retention through proactive, structured support.
About AE Perkins
AE Perkins, through Ameriflex, supports clients with benefits administration products and services. The Client Experience team focuses on high-touch onboarding and renewals, ensuring clients feel supported, informed, and confident using Ameriflex systems and tools. This role sits at the center of those touchpoints, partnering with internal teams to deliver a consistent, high-quality experience.
Schedule
- Full-time
- Remote (Dallas, Texas, United States)
- Travel: occasional, ideally once per year
- Starting pay: $56,000 to $60,000 per year plus bonus potential
- Bonus: quarterly structure with earning potential between 4% and 6% of base compensation per quarter
What You’ll Do
- Serve as the primary point of contact during onboarding for new clients and renewals for existing accounts
- Provide proactive, white-glove support by anticipating needs and offering solutions before clients ask
- Build and maintain strong relationships with Plan Administrators, Brokers, and key stakeholders to support retention and growth
- Follow structured onboarding and renewal processes to ensure consistent, high-quality delivery across all required touchpoints
- Educate clients on Ameriflex systems, tools, policies, and best practices to support successful adoption
- Own issues end-to-end, resolving problems efficiently and supporting escalations tied to onboarding or renewal
- Maintain organized, accurate client documentation including onboarding steps, issues, and resolutions
- Partner with internal teams like Sales, Client Experience, and Operations to execute onboarding and renewal plans smoothly
- Handle sensitive information with discretion and maintain HIPAA compliance
- Identify workflow improvements and recommend changes to improve efficiency and client satisfaction
- Complete additional duties as assigned to support business needs
What You Need
- Bachelor’s degree from an accredited institution (required)
- 3+ years of account management experience (preferred), especially in onboarding, renewal, or customer success roles
- Benefits administration or related industry experience (preferred)
- Strong written and verbal communication skills with a relationship-building approach
- Strong organization and attention to detail, including maintaining thorough client records
- Strong problem-solving skills with initiative and ownership from start to finish
- Ability to stay composed and efficient in a fast-paced environment, especially during peak onboarding and renewal periods
- Comfort navigating multiple web-based systems and learning new tools quickly
- Goal-oriented mindset focused on client satisfaction and retention
- Strong HIPAA awareness and best practices for handling sensitive information
- Intermediate to advanced Excel and data management skills (preferred)
Benefits
- Medical, dental, and vision insurance
- 401(k) matching
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
- Disability and life insurance
- Employee Assistance Program (EAP)
- LegalShield and ID Shield
- Commuter reimbursement plan
- Tuition reimbursement
- Quarterly bonus potential (4% to 6% of base compensation per quarter)
- Wellable membership
- Telescope Health (telehealth) through Accresa
- Intellect mental health application
- Employee engagement activities (events, raffles, book club, and more)
If you’re the type who loves clean onboarding, tight documentation, and making clients feel taken care of, this is a strong role to move on now.
Happy Hunting,
~Two Chicks…