AE Perkins

Role Description The Data Team Supervisor is responsible for managing the daily activities of the data analysis team involved in designing, implementing, maintaining, and supporting data warehouse systems and projects. The role ensures that data reporting, data modeling, and data-related projects run efficiently, supporting organizational objectives and maintaining data quality. The supervisor also acts as the primary point of contact for all data reporting, analytics, and database support needs. Qualifications - Bachelor’s degree in computer science, information systems, or a related field required; equivalent experience may be considered. - 7+ years of experience in a data-focused technology role, with heavy exposure to SQL server databases and Power BI (or similar tools). - Previous experience in a supervisory or management role required. Requirements - Provide leadership and oversight in the full lifecycle of data warehouse projects, from planning and design to implementation and support. - Supervise a team of Data Warehouse Analysts and Database Administrators, ensuring that workloads are appropriately balanced and deadlines are met. - Establish and maintain auditing processes to ensure data accuracy and quality across all data warehouses. - Collaborate with business users and stakeholders to gather requirements and translate them into effective technical solutions for data reporting and analytics. - Develop, create, and modify query-based dashboards, reports, KPIs, and advanced analytics to support decision-making across the organization. - Stay current with advancements in data warehousing, business intelligence (BI) technologies, and analytics to bring innovative solutions to the team. - Be available for on-call support as assigned by the manager, providing prompt assistance to resolve data reporting and database-related issues. - Provide technical advice, assistance, and training to users, helping them understand and utilize data reporting tools effectively. - Document and maintain standard operating procedures, troubleshooting guides, and technical documentation for the data warehouse team. - Ensure that best practices for data management, storage, and retrieval are followed across all data warehouse projects. - Perform other duties as assigned by management to support the department’s and organization’s goals. 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 a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment. - Wellable membership - Telescope Health (telehealth) through Accresa - Intellect (mental health) application - Employee engagement activities, including voluntary events, raffles, book club, and more!

Role Description The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. Qualifications - Bachelor’s Degree in Business, Marketing, or a related field preferred but not required. - 3-5 years of B2B sales experience, preferably in the employee benefits, insurance, or related industry. - Demonstrated success in managing a sales territory and achieving sales goals. Requirements - Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. 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 - Commission is paid on actual revenue invoiced for services sold - Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure - Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month - Wellable membership - Telescope Health (telehealth) through Accresa - Intellect (mental health) application - Employee engagement activities, including voluntary events, raffles, book club, and more!

NOTE: You must be bilingual (Spanish) and reside in Miami, FL to be considered for this position. Position Summary: The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. Principal Duties & Responsibilities: Territory Strategy & Sales Execution: Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced) Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced) Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced) Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced) Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced) Sales Forecasting & Reporting: Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced) Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate) Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate) Client & Broker Relationship Management: Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced) Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate) Act as a primary point of contact for brokers and clients, providing timely and professional support. (Advanced) Cross-Functional Collaboration & Communication: Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate) Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate) Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced)

Position Summary: The Customer Advocate serves as the initial point of contact for plan participants, assisting them with inquiries related to their benefits, such as Flexible Spending Accounts, Health Savings Accounts, and COBRA. This role requires excellent communication, problem-solving abilities, and a dedication to providing top-tier customer service. Customer Advocates are expected to work effectively in a high-call-volume environment, proactively resolving participant needs, and guiding users through available resources and tools for self-service. Hours of Operation: - Monday – Friday: 7:00 am – 4:00 pm CST (Your working hours must fall within these hours) Principal Duties & Responsibilities: - Customer Support: - Serve as the first point of contact for participants on inquiries, providing timely and accurate information. (Intermediate) - Educate participants on benefits processes, assisting with plan details and HSA investment options to enable self-sufficiency. (Intermediate) - Resolve inquiries and issues, striving for first call resolution, including complaint resolution and escalations. (Advanced) - Proactive Issue Management: - Identify and execute necessary actions for issue resolution, setting clear and achievable expectations with participants. (Intermediate) - Document all activities for quality and metrics tracking using the Customer Relationship Management (CRM) system. (Intermediate) - Compliance & Professionalism: - Maintain professionalism and empathy in interactions, especially during difficult situations, upholding HIPAA and privacy regulations. (Advanced) - Display consistent adherence to quality standards and service excellence in alignment with organizational values. (Advanced)

Position Summary: The Customer Advocate serves as the initial point of contact for plan participants, assisting them with inquiries related to their benefits, such as Flexible Spending Accounts, Health Savings Accounts, and COBRA. This role requires excellent communication, problem-solving abilities, and a dedication to providing top-tier customer service. Customer Advocates are expected to work effectively in a high-call-volume environment, proactively resolving participant needs, and guiding users through available resources and tools for self-service. Hours of Operation: - Monday – Friday: 7:00 am – 4:00 pm CST (Your working hours must fall within these hours) Principal Duties & Responsibilities: - Customer Support: - Serve as the first point of contact for participants on inquiries, providing timely and accurate information. (Intermediate) - Educate participants on benefits processes, assisting with plan details and HSA investment options to enable self-sufficiency. (Intermediate) - Resolve inquiries and issues, striving for first call resolution, including complaint resolution and escalations. (Advanced) - Proactive Issue Management: - Identify and execute necessary actions for issue resolution, setting clear and achievable expectations with participants. (Intermediate) - Document all activities for quality and metrics tracking using the Customer Relationship Management (CRM) system. (Intermediate) - Compliance & Professionalism: - Maintain professionalism and empathy in interactions, especially during difficult situations, upholding HIPAA and privacy regulations. (Advanced) - Display consistent adherence to quality standards and service excellence in alignment with organizational values. (Advanced)

POSITION SUMMARY: The Client Relationship Manager (CRM) is responsible for providing exceptional client care while leading a team that manages a portfolio of new and existing accounts. The CRM serves as the primary client-facing leader, ensuring that clients receive outstanding service and professional support. This role involves mentoring team members, addressing client issues, and developing strategies to retain and grow client relationships. The CRM also plays a key role in process improvement, automation, and promoting a positive team environment. PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies): - Client Leadership and Team Mentorship: 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). - Client Issue Resolution: 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). - Relationship Management and Retention: Build and maintain strong relationships with Plan Administrators, Brokers, and Client Experience team members, promoting engagement, retention, and growth (Advanced). - Process Improvement and Automation: Identify opportunities for process improvements and automation, working to enhance service delivery and operational efficiency (Intermediate). - Client Education and Support: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they are equipped to utilize offerings effectively (Intermediate). - Account Organization and Documentation: Maintain organized and accurate account information for each client, ensuring easy access to essential details (Advanced). - Business Strategy Development: Collaborate with internal partners to develop and execute business plans and strategies that align with organizational goals (Intermediate). - Proactive Client Support: Anticipate client needs by addressing potential questions and concerns before they arise, demonstrating a proactive approach to service (Advanced). - Confidentiality and Compliance: Handle confidential client information with tact and discretion in accordance with HIPAA and other relevant regulations (Advanced). - Empathy and Soft Skills: Exhibit a high level of empathy and interpersonal skills when working with clients and team members, fostering a supportive and positive work environment (Advanced). - Goal Setting and Performance Tracking: Set and exceed performance goals related to client satisfaction, retention rates, and service delivery metrics (Intermediate). - Travel Requirements: Travel as needed, ideally once or twice per year, to support client relationship management and business development initiatives (Beginner). - Other Duties: Perform additional duties as assigned by the Client Experience Manager to support business needs (Beginner).

POSITION SUMMARY: The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. Working as part of a team that manages a portfolio of new and existing accounts, the CRS serves as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth. Please note: Required working hours for the Client Experience department are 8:30 a.m. – 5:30 p.m. within your time zone. Note: AE Perkins is a holding company that supports three innovative operating entities: Ameriflex, Workforce Go, and Accresa. PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies): Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner. Own client issues from start to finish, ensuring resolutions meet or exceed client expectations (Intermediate). Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced). Proactive Client Support: Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service (Intermediate). Relationship Building and Retention: Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth (Intermediate). Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate). Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced). Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced). Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate). Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate). Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

Role Description The Regional Vice President (RVP) of Sales, reporting directly to the Vice President of Sales (East/West Region), is responsible for developing and executing regional territory strategies to drive the sale of Ameriflex products and services. This role involves strategic planning, forecasting, and managing all sales activities to expand sales revenue in an assigned territory. The RVP of Sales will oversee established customer relationships and proactively develop and manage a regional network of brokers while promoting Ameriflex's solutions. The RVP of Sales will play a critical role in driving the growth of Ameriflex by developing effective sales strategies, fostering strong client relationships, and leading the regional sales efforts. The ideal candidate will be a strategic thinker with a proven ability to execute sales plans and achieve revenue goals in a dynamic environment. Qualifications - Strong background in B2B sales with a proven track record of developing and implementing successful sales strategies in an assigned territory. - Experience in building relationships with brokers and clients, with a focus on long-term partnerships and revenue growth. - Ability to adapt sales strategies based on market trends, competitor activities, and evolving customer needs. - Excellent verbal and written communication skills, with the ability to deliver professional presentations and communicate complex concepts clearly. - Strong interpersonal skills to build rapport with brokers, clients, and internal teams at all organizational levels. - Highly organized with a strong attention to detail, capable of managing multiple priorities simultaneously. - Familiarity with the insurance or employee benefits industry, with an understanding of Ameriflex-administered plans and services. - Ability to work collaboratively across departments and contribute to company-wide initiatives. - Bachelor's degree in Business, Marketing, or a related field preferred. - 5+ years of B2B sales experience, preferably in a related industry such as insurance or employee benefits. Requirements - Develop and execute a strategic sales plan for the assigned territory, including annual business plans with revenue and product goals. - Identify prospective client sources and develop growth strategies using a variety of communication methods, including direct contact, client seminars, and virtual or in-person presentations. - Stay current on industry trends, market conditions, and competitor activities to refine sales strategies. - Deliver customized presentations and position new services, marketing ideas, and concepts to assigned brokers. - Build and maintain strong relationships with brokers and clients, proactively identifying opportunities to drive additional sales. - Represent the company at national broker conferences, marketing meetings, and other industry events. - Meet or exceed annual sales objectives, continuously monitoring progress and adjusting strategies as needed. - Maintain accurate and up-to-date records of sales activities and account interactions using Salesforce. - Participate in weekly sales meetings and regular CRO conference calls. - Collaborate with the CRO and other executive leaders to align territory strategies with the overall company sales plan. - Coordinate with internal departments, including Marketing and Revenue Operations, to support sales initiatives. - Provide input and feedback on product development, service enhancements, and marketing strategies. 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 - Commission is paid on actual revenue invoiced for services sold - Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure - Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month - Wellable membership - Telescope Health (telehealth) through Accresa - Intellect (mental health) application - Employee engagement activities, including voluntary events, raffles, book club, and more!

Role Description The Proposal Coordinator supports the Enterprise Development, Government Channel team by coordinating high-quality, compliant proposal submissions that advance A.E. Perkins’ strategic growth across public sector markets. This position works closely with Proposal Analysts and Proposal Writers to organize documentation, maintain timelines, and ensure accuracy and consistency across all types of RFX deliverables, including Requests for Proposals (RFPs), Requests for Information (RFIs), Requests for Quotes (RFQs), and vendor questionnaires, ensuring each submission is complete, compliant, and delivered on time. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative, deadline-driven environment. Core Responsibilities - Proposal Coordination - Advanced - Collaborate with Proposal Analysts and Proposal Writers throughout the entire proposal lifecycle, from intake to submission, to ensure that timelines, deliverables, and requirements are met. - Monitor proposal milestones, ensure centralized documentation, and provide status updates for all assigned projects. - Team Collaboration & Communication – Intermediate - Partner with internal subject matter experts across departments, including Operations, Compliance, IT, Implementation, and Marketing. - Schedule and support proposal kick-off, review to ensure clarity of expectations and deliverables. - Submit required RFX deliverables accurately and on time. - Content Editing & Development – Advanced - Assist with writing and refining non-technical sections such as company overviews, key personnel resumes, organizational charts, case studies, service descriptions, and implementation schedules. - Maintain standard proposal templates, responses, and supporting materials in proposal management systems (e.g., Loopio). - Assist with the development of proposal responses, as needed. - Compliance & Quality Assurance – Advanced - Collaborate during the review of RFXs to ensure all requirements are fully compliant with RFX submission criteria. - Uphold A.E. Perkins’ standards for accuracy, confidentiality, and audit-ready documentation. - Document Management & Archiving – Intermediate - Maintain organized digital files and archives for all submitted proposals in accordance with internal policies. - Track proposal metrics, including win/loss outcomes and post-submission feedback. Performance metrics - On-time delivery of all assigned RFX responses - Accuracy and compliance across submitted materials - Positive internal collaboration feedback from Proposal Analysts and Proposal Writers - Continuous improvement in content quality and turnaround efficiency Knowledge, Skills, and Abilities - Organizational Skills – Advanced - Ability to manage multiple concurrent deadlines and maintain accuracy across complex assignments. - Written and Verbal Communication – Advanced - Strong command of grammar, structure, and tone with the ability to edit or refine technical information into clear, professional content. - Attention to Detail – Expert - Precision in proofreading, formatting, and validating compliance across complex proposal documents. - Team Collaboration – Intermediate - Demonstrated ability to work effectively in cross-functional environments supporting multiple internal teams. - Technical Proficiency – Intermediate - High proficiency in Microsoft Word, Excel, PowerPoint, Google Workspace, and Adobe Acrobat Pro. - High familiarity with proposal management tools (e.g., Loopio) and Salesforce CRM systems is required. Qualifications - Bachelor’s degree in Business Administration, English, Communications, Journalism, Marketing, Health Services Administration, or related field. - 1–3 years of experience in proposal coordination, marketing, or administrative support. - Experience in the third-party administration (TPA) of health and welfare benefits such as FSAs, DCAs, HRAs, HSAs, and Compliance Services (COBRA) and Retiree/Direct Billing, health insurance, healthcare administration, or HR employee benefits industry is required. 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 a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment. - Wellable membership - Telescope Health (telehealth) through Accresa - Intellect (mental health) application - Employee engagement activities, including voluntary events, raffles, book club, and more!

Role Description The Sales Development Representative is responsible for driving sales growth by diligently following up on existing pipeline opportunities, supporting territory expansion, setting qualified appointments for the sales team, and driving specific, measurable outcomes. The ideal candidate is a service-oriented, motivated, and competitive self-starter who is comfortable with cold calling, utilizing CRM tools, and analyzing sales data. This role is essential in introducing the Ameriflex business model to prospective clients, assisting with territory growth, and achieving ambitious client acquisition and revenue targets. The Sales Development Representative will play a key role in supporting the company’s growth by driving client acquisition, nurturing existing client relationships, and meeting sales performance goals. This position requires a proactive, self-motivated individual who excels in a sales-driven environment and has a passion for helping clients achieve their objectives. Qualifications - Demonstrated ability to conduct outbound phone sales and manage the sales process from prospecting to closing. - Strong negotiation and problem-solving skills, with a solutions-oriented mindset. - Ability to clearly articulate the value of professional services to qualified prospects and clients. - Excellent verbal and written communication skills, with a professional demeanor and positive attitude. - Ability to listen effectively, analyze client needs, and offer appropriate solutions. - Experience in building relationships and engaging with clients in a B2B environment. - Proficient in CRM tools (Salesforce), Google Suite Apps products (Sheets, Docs, Slides), and internet search tools for prospecting. - Experience using CRM systems for tracking sales activities and managing client data. - Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). - Strong time management abilities to prioritize tasks effectively and meet tight deadlines. - Capability to thrive in a fast-paced, high-volume work environment, such as sales, collections, telemarketing, or customer service. Requirements - Associate’s Degree or Bachelor’s Degree preferred, but not required. - 1-2 years of B2B sales experience or business-to-consumer service experience preferred. - 1-2 years of cold calling experience, with a proven track record of success. - Experience in business development, customer engagement, or account management is an advantage. 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 - Commission is paid on actual revenue invoiced for services sold - Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure - Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month - Wellable membership - Telescope Health (telehealth) through Accresa - Intellect (mental health) application - Employee engagement activities, including voluntary events, raffles, book club, and more! Physical Demands and Working Conditions - Work in an office environment; sustain posture in a seated position for prolonged periods of time. - Use hands to grasp and reach; occasionally stoop or kneel. - See, hear, and speak with sufficient acuity to successfully perform all aspects of the job. - Use telephone and write or use a keyboard to communicate through written means. - Lift up to ten pounds of weight.