Client Services Specialist - Group Administration

Vimly Benefit Solutions•Seattle, WA

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, managing each accurately and by deadline. Work is handled through Salesforce cases, with every step documented so others can follow the history. The position reports to the Manager, Client Services. The specialist administers platform access; new group setup and renewals; terminations and reinstatements; audits; broker records and support; reporting and compliance notices; trust meeting materials and follow-up; and EDI eligibility support. The role also provides general client and cross-functional support, maintains detailed records and audit trails, and contributes to internal initiatives and process documentation. Vimly’s mission is to simplify workforce and benefit administration for its customers and partners.

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.
Experience with Salesforce or another CRM.
Working knowledge of EDI 834 files or carrier eligibility feeds.
Alignment with Vimly's values and strategic goals.
Strong interpersonal skills and a customer-first mindset.
Organization and time-management habits that hold up under 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 permissions issues and answer questions about SIMON features.
Set up new employer groups, including plan setup, SBS tagging, and plan document tagging, and confirm readiness before effective dates.
Process group renewals and rolling renewals, update plan and rate information, and track deadlines through completion.
Process employer and group terminations and reinstate groups and members when coverage resumes; confirm billing and carrier impacts.
Audit new groups and renewals against source documents, maintain the audit engine, and correct errors before they reach carriers or members.
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 through completion, 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 among 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.