Client Success Specialist

Remote

Position Summary

The Client Success Specialist (CSS) plays a vital role in delivering exceptional, proactive service during the most important client journey phases: onboarding and renewals. Acting as the primary point of contact, you ensure new and existing clients experience smooth, personalized service that drives long-term satisfaction and retention. You’ll collaborate closely with internal teams to follow structured processes and provide white-glove support that exceeds expectations.

Key Responsibilities

• Onboarding & Renewal Management: Lead onboarding for new clients and renewals for existing accounts, ensuring all steps and client needs are addressed proactively.
• Proactive Client Support: Deliver personalized, anticipatory service that resolves client needs before issues arise.
• Relationship Building: Foster strong, lasting relationships with Plan Administrators, Brokers, and key stakeholders to support client retention and growth.
• Structured Process Adherence: Follow detailed onboarding and renewal procedures to ensure consistent, high-quality client experiences.
• Client Education: Train clients on Ameriflex products, tools, policies, and best practices to maximize their value.
• Issue Resolution: Manage and resolve client issues efficiently from start to finish, escalating when necessary.
• Account Documentation: Maintain accurate and comprehensive client records, including onboarding and renewal details and service issues.
• Cross-Department Collaboration: Partner with Sales, Client Experience, and Operations teams to deliver seamless service.
• Compliance & Confidentiality: Handle sensitive client data with strict adherence to HIPAA and other regulations.
• Process Improvement: Identify and suggest enhancements to streamline onboarding and renewal workflows.
• Additional Duties: Support other team tasks as assigned by management.

Required Knowledge, Skills & Abilities

• Strong understanding of Ameriflex’s products and services.
• Exceptional commitment to proactive, personalized client care.
• Problem-solving skills with a solution-oriented mindset.
• Excellent verbal and written communication skills for client engagement.
• High organizational ability and attention to detail managing multiple accounts.
• Ability to work well under pressure during busy onboarding and renewal cycles.
• Comfortable navigating multiple web-based systems and learning new tools.
• Goal-driven with a focus on client satisfaction and retention.
• In-depth knowledge of HIPAA and compliance best practices.
• Experience with process improvement initiatives.

Education & Experience

• Education: Bachelor’s degree from an accredited institution (Business, Communications, Healthcare Administration, or related field preferred).
• Experience:
• 3+ years in account management, customer success, or client services roles, ideally involving onboarding and renewals.
• Experience in Benefits Administration or healthcare-related fields is a plus.
• Technical Skills: Proficiency in Microsoft Excel and other data management tools preferred.
• Travel: Ability to travel occasionally (approximately once per year) for client events and relationship-building activities.

Why Join Us?

At Ameriflex, you’ll be part of a passionate team dedicated to delivering superior client experiences. We value proactive problem-solving, teamwork, and continuous improvement. This role offers an exciting opportunity to build meaningful client relationships and grow your career in a supportive environment.

How to Apply

If you’re interested in this position, please register on our portal and submit your application through the link below:

👉 Register & Apply at TeezJobs.com