A.E. Perkins

• Provide outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. • Serve as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. • Resolve client issues, educate clients on products and services, and support strategies for retention and growth. • Collaborate with internal partners to execute business plans and strategies that align with company goals. • Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions.

• 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.

• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. • Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. • Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. • Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. • Proactively identify new business opportunities by developing relationships with brokers and prospective clients. • Monitor and track sales performance to meet or exceed annual revenue goals and product targets. • Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. • Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. • Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. • Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. • Act as a primary point of contact for brokers and clients, providing timely and professional support. • Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. • Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. • Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

• Assist the Technology Manager in monitoring daily workflows and making real-time adjustments. • Communicate regularly with the operations team to maintain high productivity and resolve daily queries. • Track daily processing metrics and compile comprehensive weekly reports detailing production volume. • Provide timely, constructive feedback to team members for course corrections. • Identify skills gaps and training needs within the team and execute strategies for staff development. • Maintain full transparency of workflow queues, productivity metrics, and performance risks.

• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. • Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. • Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. • Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. • Proactively identify new business opportunities by developing relationships with brokers and prospective clients. • Monitor and track sales performance to meet or exceed annual revenue goals and product targets. • Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. • Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. • Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. • Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. • Act as a primary point of contact for brokers and clients, providing timely and professional support. • Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. • Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. • Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. • Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. • Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. • Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. • Proactively identify new business opportunities by developing relationships with brokers and prospective clients. • Monitor and track sales performance to meet or exceed annual revenue goals and product targets. • Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. • Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. • Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. • Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. • Act as a primary point of contact for brokers and clients, providing timely and professional support. • Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. • Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. • Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

• Serve as the first point of contact for participants on inquiries, providing timely and accurate information. • Educate participants on benefits processes, assisting with plan details and HSA investment options to enable self-sufficiency. • Resolve inquiries and issues, striving for first call resolution, including complaint resolution and escalations. • Identify and execute necessary actions for issue resolution, setting clear and achievable expectations with participants. • Document all activities for quality and metrics tracking using the Customer Relationship Management (CRM) system. • Maintain professionalism and empathy in interactions, especially during difficult situations, upholding HIPAA and privacy regulations. • Display consistent adherence to quality standards and service excellence in alignment with organizational values.

• Serve as the main liaison between the marketing team and Ameriflex and Accresa. • Build and nurture strong, long-lasting relationships with brand leaders. • Oversee the planning, execution, and delivery of marketing projects, sponsored events and campaigns. • Collaborate with Ameriflex and Accresa leaders to identify needs and propose innovative marketing solutions. • Manage the Content Writers assigned to Ameriflex and Accresa. • Prepare and manage budgets for projects and campaigns.

• 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).

• Serve as the primary point of contact for high-priority and VIP clients, ensuring exceptional support by addressing complex inquiries and issues promptly. • Act as an intermediary to resolve member-related issues, especially where direct communication with clients is needed, by assessing client needs and facilitating effective solutions. • Proactively recommend solutions, set realistic expectations, and deliver accurate information to clients regarding their benefits, account navigation, and utilization. • Educate participants on plan features, empowering them to maximize benefits and navigate the platform independently. • Build and foster strong relationships across the company by collaborating with colleagues in a team-oriented environment. • Act as an Ameriflex ambassador, upholding the organization’s core values and projecting a positive, professional image in all client and member interactions. • Collaborate with internal teams to offer solutions, identify process improvement opportunities, and promote best practices for client satisfaction and retention. • Analyze and interpret data specific to VIP accounts, using insights to provide tailored support and identify trends in client needs. • Use critical thinking skills to address client issues effectively, applying sound judgment in interpreting and adhering to relevant laws, regulations, and policies. • Proactively assess complex client needs and provide consultative support, offering strategic insights to enhance the client experience. • Ensure strict compliance with HIPAA and other regulatory guidelines, maintaining confidentiality in all client interactions and documentation processes. • Maintain accurate records of client interactions, documenting resolutions and tracking follow-ups as required to meet company standards for quality and reporting.