A.E. Perkins

Sales

• Develop and execute a strategic territory plan, including annual sales targets and activity goals
• Deliver customized presentations to brokers and prospective clients
• Plan and conduct client seminars, online presentations, and in-person meetings
• Maintain knowledge of Ameriflex products, services, and sales strategies
• Identify new business opportunities through broker and prospective client relationships
• Monitor and track sales performance against revenue goals and product targets
• Participate in weekly sales meetings with the sales team and Senior Vice President of Sales
• Document sales activities and client interactions in Salesforce
• Manage existing broker relationships and identify growth opportunities
• Attend regional conferences, industry events, and marketing meetings
• Serve as primary contact for brokers and clients
• Collaborate with sales and other departments on territory strategies, sales activities, and client needs
• Provide feedback to sales leadership to improve strategies and processes
• Maintain professionalism in email, phone, and in-person communications

Regional Sales Manager – Southeast

General

• Provide outstanding, dedicated client care and maintain professional relationships with current, potential, and former clients
• Serve as the main point of contact for client questions and concerns
• Own client issues from start to finish and ensure resolutions meet or exceed client expectations
• Anticipate client needs and proactively address potential questions or concerns
• Build and maintain relationships with Plan Administrators, Brokers, and other stakeholders to support retention and business growth
• Educate clients on systems, tools, policies, products, and services
• Maintain organized and accurate account information, interaction records, 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
• Leverage company resources and tools to maximize service efficiency
• Perform other duties as assigned by the Client Experience Manager

Client Relationship Specialist

Payroll

• Establish and manage tax filing accounts and act as the main point of contact for federal and state tax agencies
• Review, validate, and adjust payroll tax documents and reports for accuracy
• Investigate complex payroll tax issues and provide guidance to colleagues and clients
• Conduct weekly, monthly, and quarterly reporting and end-of-year W-2/W-3 processing
• Maintain timely updates in Master Tax and payroll tax processes
• Oversee client tax funding activities and resolve reconciliation items
• Maintain and improve payroll tax policies, procedures, and documentation
• Recommend workflow enhancements
• Provide training and support to team members while maintaining regulatory compliance and confidentiality
• Conduct tax research and collaborate with internal and external stakeholders to maintain payroll tax accuracy and client satisfaction

Regional Sales Manager – Southeast

Client Relationship Specialist

Payroll Tax Specialist