Client Services Specialist

Job Summary

Owning nine areas of group administration, the full-time remote Client Services Specialist will serve as the Tier 2 contact for members, employer groups, brokers, and internal teams, managing user access, new group setups, renewals, and EDI support while ensuring accuracy and deadlines are met.

Key responsibilities

• Manage user access, troubleshoot login issues, and set up new employer groups while confirming readiness before effective dates
• Process renewals and terminations, updating plan information and ensuring compliance with deadlines
• Build reports in Excel, support ACA reporting, and prepare materials for trust meetings, tracking action items and deliverables

Required qualifications

• High school diploma or GED required; associate or bachelor's degree preferred
• 1+ years of experience in customer service, administrative support, or operations
• 1-2 years of experience in benefits administration, eligibility, billing, and enrollment
• Advanced Microsoft Office skills, particularly in Excel
• Familiarity with Salesforce or another CRM is preferred