Client Relationship Specialist

A.E. Perkins

. Provide outstanding, dedicated client care and maintain professional relationships with current, potential, and former clients .

Posted 9/22/2026full-timeDallas • Texas • United StatesMid-LevelSenior💰 $50,000 - $53,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, with a strong focus on delivering outstanding client service and maintaining compliance with HIPAA regulations. Proficient in utilizing data management tools and navigating web-based programs to enhance service efficiency.

Highest-signal resume keywords

Client Relationship ManagementBenefits AdministrationMicrosoft ExcelHIPAA ComplianceOrganizational Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementData ManagementService DeliveryProblem SolvingAttention to Detail

Soft Skills

Communication SkillsTeam CollaborationAdaptabilitySelf-MotivationClient-Focused Mindset

Tools & Technologies

Web-Based ProgramsData Management Tools

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Client CareConfidential InformationStakeholder EngagementService EfficiencyBusiness Growth

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Passion for delivering outstanding client service and maintaining a client-focused mindset
Ability to think on your feet and resolve issues effectively, even in high-pressure situations
Superior written and verbal communication skills
Strong organizational abilities, 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 stressful conditions
Competence in navigating multiple web-based programs and utilizing technology
Highly goal-oriented and self-motivated
Strong ability to work as part of a team
Understanding of HIPAA regulations and other compliance requirements for handling sensitive information

Benefits

Comp & perks

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 – 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!