Client Services Specialist

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Vimly Benefit Solutions

51 - 200 employees

Founded 1993

☁️ SaaS

👥 HR Tech

⚕️ Healthcare Insurance

💰 Venture Round on 2021-10

SaaS • HR Tech • Healthcare Insurance

Vimly Benefit Solutions is a company that specializes in benefits administration technology and services. Their cloud-based platform, SIMON, provides an integrated solution for automating enrollment, eligibility, billing, and payment processes for a variety of customers including employers, brokers, carriers, and healthcare insurance trusts. The platform is designed to simplify and transform the complex world of employee benefits, offering paperless solutions to reduce workloads and improve efficiency. Vimly partners with a diverse range of customers such as association health plans, general agents, brokers, and third-party administrators, helping them manage plan management services, COBRA administration, compliance services, and more. With a commitment to exceptional service and client retention, Vimly Benefit Solutions positions itself as a leader in the benefits administration industry, focusing on innovation and transformative solutions.

📋 Description

• Provide prompt, personalized service via phone, email, and follow-up communication. • Manage RingCentral inbound and outbound calls while maintaining professionalism and call quality. • Deliver first-call resolution for benefit, reimbursement, billing, COBRA, claims, enrollment, and eligibility inquiries. • Support members through Qualifying Life Events (QLEs), explaining required documentation and next steps. • Assist with ID card requests, including research, reorders, and carrier follow-up. • Handle overage dependent reviews, notifications, and eligibility processing. • De-escalate emotionally charged situations using empathy, active listening, and clear communication. • Complete and manage Salesforce Case Types, including: EE-Level Enrollment/Eligibility Cases (member adds, terms, demographic corrections, plan changes, etc.) • Investigate and resolve benefit, reimbursement, denial, and claims-related questions. • Own resolution of errors when they occur and ensure transparent communication with members and internal teams. • Fulfill one-off reporting requests for internal teams, brokers, or employers as needed. • Maintain client records and document discrepancies or updates accurately. • Provide general administrative support and contribute to special projects.

🎯 Requirements

• High school diploma or equivalent. • 3–5 years of customer service experience; call center experience preferred. • 1+ year in medical billing, benefits, insurance, or eligibility/enrollment support. • Strong verbal and written communication skills; ability to multi-task and handle multiple priorities. • Technically proficient in Microsoft Office and comfortable navigating CRM, phone systems, and administrative tools. • Strong attention to detail and data accuracy. • Experience managing sensitive information and difficult conversations with professionalism. • Self‑motivated, organized, and able to manage time effectively in a remote environment. • Knowledge of medical reimbursement, benefits administration, HIPAA, or COBRA regulations (preferred). • Experience using Salesforce, Zoom, Microsoft Teams, or similar tools (preferred). • Experience supporting diverse member populations (preferred). • Background in eligibility processing, enrollment support, or carrier coordination (preferred).

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