Client Services Specialist – Group Administration

This is a fully remote position, open to applicants in Washington.

📋 Description

• Act as the Tier 2 point of contact for members, employer groups, brokers, and internal teams.

• Manage nine areas of group administration, which include user access, onboarding new groups, renewals, terminations and reinstatements, audits, broker management, reporting, trust meeting assistance, and EDI support.

• Configure, modify, and revoke access to the Vimly platform while resolving login and permission issues.

• Establish new employer groups, which entails plan setup, SBS tagging, and tagging of new plan documents.

• Handle processing for renewing groups and rolling renewals, ensuring plan and rate information is updated accordingly.

• Manage employer and group terminations, as well as reinstating groups and members when coverage is resumed.

• Conduct audits on new groups and renewals against source documents and rectify any errors found.

• Maintain broker records, assist with broker commissions, and facilitate case closures.

• Generate recurring and ad-hoc reports using Excel and Cleaner Reports.

• Aid in ACA reporting and distribute compliance notices.

• Compile trust meeting reports and materials, document action items, and track deadlines.

• Initiate manual carrier loads, review 834 suspensions, and reconcile eligibility data between SIMON and carriers.

• Maintain detailed logs, documentation, and audit trails in internal systems.

• Serve as a liaison among clients, brokers, insurance carriers, and providers.

• Participate in internal initiatives, process documentation, and cross-functional projects.

• Assist other departments with overflow tasks and special projects.

• Report directly to the Manager of Client Services.

⛳️ Requirements

• High school diploma or GED is mandatory.

• An associate or bachelor's degree is preferred.

• Minimum of 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 is desirable.

• Proficient in Microsoft Office, particularly Excel (including pivot tables, formulas, and reporting).

• Experience with Salesforce or another CRM system is preferred.

• Familiarity with EDI 834 files or carrier eligibility feeds is a plus.

• Strong mathematical, analytical, and problem-solving capabilities.

• Excellent verbal and written communication skills with a professional demeanor.

• High level of accuracy, attention to detail, and commitment to confidentiality.

• Ability to manage substantial workloads, adapt to shifting priorities, and meet strict deadlines while working remotely.

• Comfortable using Teams, Zoom, and shared drives.

• Strong interpersonal skills and a customer-centric attitude.

• Effective organization and time-management skills that can endure high volume.

• Ability to remain composed under pressure and during difficult conversations.

• High integrity and sound judgment.

• Self-motivated with a willingness to learn and embrace new responsibilities.

• Project management skills and adaptability to changing processes.

🏝️ Benefits

• Comprehensive bonus plan.

• Remote work arrangement.