Client Services Specialist - Group Administration

Vimly Benefit Solutions•Seattle, WA

1d•Remote

About The Position

Vimly is hiring a Client Services Specialist to serve as a Tier 2 contact for members, employer groups, brokers, and internal teams. The role owns nine areas of group administration, completing work accurately and by deadline, with each area handled through cases and recorded in Salesforce. The position reports to the Manager, Client Services. Responsibilities include managing platform access; setting up new employer groups and processing renewals, terminations, and reinstatements; auditing new groups and renewals; maintaining broker records; preparing reports and compliance notices; supporting trust meetings; and assisting with EDI enrollment data and carrier eligibility reconciliation. The specialist also maintains detailed logs and audit trails, acts as a liaison among clients, brokers, insurance carriers, and providers, contributes to internal initiatives and cross-functional projects, and helps other departments with overflow work and special assignments. The role requires managing substantial workloads, shifting priorities, and firm deadlines while working remotely. Vimly describes its mission as simplifying workforce and benefit administration for customers and partners, and seeks team-oriented people who want to do excellent work, grow, and enjoy their workday. Compensation is a base salary of $23 per hour or more, plus a comprehensive bonus plan.

Requirements

High school diploma or GED required.
At least 1 year of experience in customer service, administrative support, operations, or customer success.
1–2 years of experience in benefits, eligibility, billing, and enrollment/Benefits Administration.
Advanced Microsoft Office skills, especially Excel, including pivot tables, formulas, and reporting.
Strong math, analytical, and problem-solving skills.
Clear verbal and written communication with a professional tone.
High accuracy, attention to detail, and respect for confidentiality.
Ability to manage large workloads, shifting priorities, and firm deadlines while working remotely.
Comfort using Teams, Zoom, and shared drives.

Nice To Haves

Associate or bachelor's degree preferred.
Experience with Salesforce or another CRM preferred.
Working knowledge of EDI 834 files or carrier eligibility feeds preferred.
Alignment with Vimly's values and strategic goals.
Strong interpersonal skills and a customer-first mindset.
Organization and time-management habits suited to high work volume.
Composure under pressure and in challenging conversations.
High integrity and sound judgment.
Self-motivation and willingness to learn and take on new responsibilities.
Project management skills and comfort with changing processes.

Responsibilities

Set up, change, and remove Vimly platform access for employer, broker, and trust users; troubleshoot login and permission issues and answer questions about SIMON features.
Set up new employer groups, including plan setup, SBS tagging, and new plan document tagging, and confirm readiness before the effective date.
Process renewing groups and rolling renewals; update plan and rate information and track renewal deadlines through completion.
Process employer and group terminations and reinstate groups and members when coverage resumes; confirm the billing and carrier impact of changes.
Audit new groups and renewals against source documents, maintain the audit engine, and correct errors before they reach a carrier or member.
Maintain broker records, answer producer questions, and support broker commissions and case closing.
Build recurring and ad-hoc reports in Excel and Cleaner Reports; support ACA reporting and send compliance notices, including SAR, Medicare Part D, CMS disclosure, and Form M-1.
Prepare reports and materials for trust meetings, record action items, follow up until they close, and track deadlines and deliverables for assigned trusts.
Start manual carrier loads, review 834 suspensions, and reconcile eligibility between SIMON and carriers.
Maintain detailed logs, documentation, and audit trails in internal systems.
Act as a liaison between clients, brokers, insurance carriers, and providers.
Contribute to internal initiatives, process documentation, and cross-functional projects.
Help other departments with overflow work and special assignments.