Remote Client Specialist Jobs
Remote client specialist jobs are in active demand across the U.S., with remote-first firms and distributed teams hiring across software, financial services, and insurance. Employers hiring remotely right now include National Debt Relief, Parmele Disability Advocates, and Kandu. Find a role that fits below and apply directly.
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Vimly is hiring a Client Services Specialist to serve as the Tier 2 contact for members, employer groups, brokers and internal teams. You will own nine areas of group administration, from user access to EDI support. You will keep each one accurate and on deadline. This role will report to our Manager, Client Services.
At Vimly, our mission is to simplify the complexities of workforce and benefit administration for our customers and partners. We need team-oriented people who want to do excellent work, grow and enjoy the day while they do it.
YOU WILL OWN NINE AREAS OF GROUP ADMINISTRATION
Each area has a clear start, a deadline and a record in Salesforce. You will work them through cases and log every step so the next person can see what happened.
- User Access - Set up, change and remove Vimly platform access for employer, broker and trust users. Troubleshoot login and permission problems, and answer how-to questions about SIMON features.
- New Groups - Set up new employer groups, including plan setup, SBS tagging and new plan document tagging. Confirm each group is ready before its effective date.
- Renewals - Process renewing groups and rolling renewals. Update plan and rate information, and track every renewal deadline through completion.
- Terms & Reinstatements - Process employer and group terminations, then reinstate groups and members when coverage resumes. Confirm the billing and carrier impact of each change.
- New Group & Renewal Audits - Check each new group and renewal against its source documents. Maintain the audit engine, and correct errors before they reach a carrier or member.
- Broker Management - Keep broker records current, answer producer questions, and support broker commissions and case closing.
- Reporting - Build recurring and ad-hoc reports in Excel and Cleaner Reports. Support ACA reporting and send compliance notices (SAR, Medicare Part D, CMS disclosure, Form M-1).
- Trust Meeting Support - Prepare reports and materials for trust meetings, record action items, and follow up until each one closes. Track deadlines and deliverables for your assigned trusts.
- EDI Support - Start manual carrier loads, review 834 suspensions and reconcile eligibility between SIMON and carriers. EDI (electronic data interchange) 834 files carry enrollment data to carriers.
YOU WILL ALSO PROVIDE GENERAL SUPPORT
- Keep detailed logs, documentation and audit trails in internal systems.
- Act as the liaison 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.
WHAT YOU BRING
- 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.
What Will Help You Excel
- 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.
What We Offer
Base salary: $23/hr.+Bonus.
Comprehensive bonus plan.
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Who's Hiring
- National Debt Relief11

- Parmele Disability Advocates7P
- Kandu3

- ALERT COMMUNICATIONS3

- Ameriprise Financial3

Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote client specialist jobs.
- Two or more years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or equivalent systems
- Strong written and verbal communication skills for client correspondence and presentations
- Ability to manage multiple client accounts simultaneously while meeting response time standards
- Experience resolving escalations and coordinating cross-functional teams to deliver client solutions
- Bachelor's degree in business, communications, finance, or a related field preferred
Tips for Your Remote Client Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client specialist openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings.
Show async communication skills upfront
Remote employers evaluate written communication before they meet you. Write your cover letter and email outreach the way you'd write a client update: clear, concise, and structured so the reader can act without a follow-up.
Demonstrate CRM and remote tool fluency
Call out the specific CRM platforms and collaboration tools you've used, such as Salesforce, HubSpot, or Zendesk, directly in your resume. Remote hiring managers look for these by name to gauge how quickly you'll contribute without in-person onboarding.
Prepare for a remote interview format
Remote client specialist interviews often include a written scenario or async video screen before any live call. Practice articulating how you'd handle a difficult client situation in writing, since that mirrors what the role actually requires.
Remote Client Specialist Jobs: Frequently Asked Questions
How do I get a remote client specialist job?
Target companies that run distributed teams, particularly in SaaS, fintech, and insurance, where remote client specialist roles are most common. Remote employers screen heavily for written communication, async responsiveness, and the ability to manage client relationships without in-person contact. Candidates who can demonstrate self-direction and prior remote collaboration, even in non-client-facing roles, have a clear edge.
Which companies hire remote client specialists?
Employers currently hiring remote client specialists include National Debt Relief, Parmele Disability Advocates, and Kandu, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first software companies, distributed financial services firms, and national insurance carriers that serve clients across time zones.
Can you get a remote client specialist job with no experience?
Yes, but remote entry-level client specialist roles are more competitive because employers expect you to work independently from day one. SaaS startups and high-growth fintech companies are most likely to hire entry-level remote. In place of direct experience, show strong written communication samples, any customer-facing work, and evidence you can manage tasks without close oversight.
Do you need a degree for remote client specialist jobs?
Not always. Many remote employers weigh demonstrated client communication skills, CRM proficiency, and a record of solving client problems over a specific degree. That said, roles at enterprise software or financial services firms may prefer a business-related degree. Practical experience managing client accounts or resolving complex inquiries often carries as much weight as formal credentials.
Which industries hire the most remote client specialists?
Most remote client specialist openings sit in Insurance, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to serve clients nationally and depend on client specialists who can build relationships and resolve issues entirely through digital channels.
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