Ameriflex · 1 month ago
Client Relationship Manager
Dallas, TX
Full-time
Onsite
Mid, Senior Level
$60K/yr - $65K/yr
5+ years expAmeriflex is seeking a Client Relationship Manager who will provide exceptional client care while leading a team managing a portfolio of accounts. The role involves mentoring team members, resolving client issues, and developing strategies to enhance client relationships and operational efficiency.
FinTechHealth CareInformation TechnologyPayments
Responsibilities
Act as the primary client-facing team leader for a large number of clients, providing guidance and mentorship to Relationship Specialists to ensure high service standards (Advanced)
Serve as the first point of escalation for client issues, addressing concerns and joining client calls to facilitate resolution, even outside of standard business hours (Advanced)
Build and maintain strong relationships with Plan Administrators, Brokers, and Client Experience team members, promoting engagement, retention, and growth (Advanced)
Identify opportunities for process improvements and automation, working to enhance service delivery and operational efficiency (Intermediate)
Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they are equipped to utilize offerings effectively (Intermediate)
Maintain organized and accurate account information for each client, ensuring easy access to essential details (Advanced)
Collaborate with internal partners to develop and execute business plans and strategies that align with organizational goals (Intermediate)
Anticipate client needs by addressing potential questions and concerns before they arise, demonstrating a proactive approach to service (Advanced)
Handle confidential client information with tact and discretion in accordance with HIPAA and other relevant regulations (Advanced)
Exhibit a high level of empathy and interpersonal skills when working with clients and team members, fostering a supportive and positive work environment (Advanced)
Set and exceed performance goals related to client satisfaction, retention rates, and service delivery metrics (Intermediate)
Travel as needed, ideally once or twice per year, to support client relationship management and business development initiatives (Beginner)
Perform additional duties as assigned by the Client Experience Manager to support business needs (Beginner)
Qualification
Required
Bachelor's Degree from an accredited institution required
5+ years of account management experience, with a focus on client relationship management and service delivery (Advanced)
Strong leadership skills with the ability to guide, mentor, and develop team members, driving service quality and performance improvements (Advanced)
Deep commitment to providing excellent client service, with the ability to set and exceed client expectations (Advanced)
Keen ability to think on your feet and solve problems efficiently, even in high-pressure situations (Intermediate)
Superior written, verbal, and organizational skills, with attention to detail and the ability to handle large client portfolios (Advanced)
Ability to thrive in a fast-paced environment, managing high call and email volumes, and staying calm under pressure (Intermediate)
Experience identifying and implementing process improvements to enhance service delivery (Intermediate)
Proficient in navigating multiple web-based programs and utilizing technology to resolve client issues quickly (Intermediate)
Highly goal-oriented and self-motivated, with a proactive approach to advancing within the organization (Advanced)
Strong understanding of HIPAA regulations and best practices for handling sensitive information (Advanced)
Preferred
Experience In Benefits Administration Preferred (Beginner)
Intermediate to advanced Microsoft Excel skills preferred (Intermediate)
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 - This position falls under our corporate bonus plan, which entitles you to up to 10% of your annual salary as a bonus payout each year
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!
Company
Ameriflex
Ameriflex is a payment processor for individual CDH accounts, COBRA, Compliance Services, and other notional account programs
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
William C. Short
Executive Chairman
Recent News
2025-12-02
Company data provided by crunchbase