Client Services Specialist – Group Administration

Vimly Benefit Solutions

. Serve as the Tier 2 contact for members, employer groups, brokers and internal teams .

Posted 10/30/2026full-timeRemote • Washington • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in benefits administration, including processing renewals, terminations, and compliance reporting. Proficient in advanced Excel functions and CRM tools, with strong analytical skills and a customer-first mindset.

Highest-signal resume keywords

Benefits Administration ExperienceAdvanced Microsoft Excel SkillsCustomer Service ExperienceProject Management SkillsEDI 834 Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Benefits AdministrationRenewals ProcessingTerminations ProcessingCompliance ReportingData AnalysisExcel Pivot TablesSalesforce CRMEDI 834 FilesReporting SkillsAudit Skills

Soft Skills

Clear CommunicationAttention to DetailInterpersonal SkillsTime ManagementProblem-Solving Skills

Tools & Technologies

SalesforceMicrosoft OfficeExcelTeamsZoomShared Drives

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Customer SuccessAdministrative SupportBroker ManagementEligibility FeedsTrust Meeting Support

About the role

Key responsibilities & impact

Serve as the Tier 2 contact for members, employer groups, brokers and internal teams
Own nine areas of group administration, including user access, new groups, renewals, terms and reinstatements, audits, broker management, reporting, trust meeting support and EDI support
Set up, change and remove Vimly platform access and troubleshoot login and permission problems
Set up new employer groups, including plan setup, SBS tagging and new plan document tagging
Process renewing groups and rolling renewals, updating plan and rate information
Process employer and group terminations and reinstate groups and members when coverage resumes
Audit new groups and renewals against source documents and correct errors
Maintain broker records 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
Prepare trust meeting reports and materials, record action items and follow up on deadlines
Start manual carrier loads, review 834 suspensions and reconcile eligibility between SIMON and carriers
Keep detailed logs, documentation and audit trails in internal systems
Liaise 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
Report to the Manager, Client Services

Requirements

What you’ll need

High school diploma or GED required
Associate or bachelor's degree preferred
1+ years in customer service, administrative support, operations or customer success
1-2 years in benefits, eligibility, billing, and enrollment/Benefits Administration Experience
Advanced Microsoft Office skills, especially Excel (pivot tables, formulas, reporting)
Salesforce or another CRM (preferred)
Working knowledge of EDI 834 files or carrier eligibility feeds (preferred)
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
Skill at managing large workloads, shifting priorities and firm deadlines while working remotely
Comfort with Teams, Zoom and shared drives
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

Benefits

Comp & perks

Comprehensive bonus plan
Remote work arrangement