Client Experience Group Lead

Brown & Brown; United States; Remote; USD 39,000 - 40,000; Full time

Benefits offered by this job

Health benefits

401k

Employee stock purchase plan (ESPP)

Paid time off

Job summary

Brown & Brown is seeking a detail-oriented professional to support enrollment and eligibility tasks as part of a collaborative team. You will respond to waivers and enrollment questions, process data changes, and ensure accuracy across systems while maintaining confidentiality and HIPAA compliance.

The role emphasizes accuracy, timely task completion, and cross-functional cooperation with schools, carriers, and internal teams.

Qualifications

• Bachelor’s Degree preferred.
• Previous customer service and data entry experience preferred.
• Advanced MS Excel training.
• PC proficiency to include Word, Excel, PowerPoint, and Outlook.
• Strong written and oral communication skills.
• Sound problem solving skills.
• Accounting or health insurance experience a plus.

Responsibilities

• Participate in development and implementation of strategic system setup concepts, processes, and solutions.
• Correspond with schools and carriers as a company representative to meet client and partner expectations.
• Handle set-up, waivers, eligibility, enrollment, and customer care tasks.
• Process new data or changes in systems; answer queries and reconcile discrepancies.
• Mentor and train team on service-level tasks as needed.
• Monitor and complete group service ticket queue and assist with daily operations.

Skills

Customer service

Data entry

Advanced MS Excel

Written and verbal communication

Problem solving

Education

Bachelor’s Degree preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.POSITION SUMMARY:This position is responsible for participating in the development and implementation of strategic system set-up concepts, processes, and solutions to ensure the efficiency, effectiveness, and reliability of products and services. Directly corresponds with schools and carriers as a company representative to ensure tasks and processes are being performed and are meeting client and partner expectations. Ensures all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed within assigned group. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.ESSENTIAL FUNCTIONS:Ensure all incoming services tasks (as assigned to group) are accurately assigned and completed in a timely manner.Mentor and train team on various service-level tasks and activities, as needed.Assist internal team and the universities for adding students, deleting students, making any status changes, etc.Assist internal team and the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.Group service ticket queue monitoring, tracking and completing (tickets within queue).Emergency adds of students who were left off original file, not been sent to us yet, etc.Renewal Letters.Processing and reconciling of payments received from the universities.Assist the carriers and TPA’s with questions, such as dates and coverage periods.Reconciling of Invoices and Discrepancy reports.Assist accountant with monthly payments that are sent to carriers and schools.Assist with daily deposits.Work on pending records.Maintain a good working relationship with schools and students alike.Communicate and interact effectively and professionally with co-workers, management, customers, etc.Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.Maintain complete confidentiality of company business.Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.JOB REQUIREMENTS:· Bachelor’s Degree preferred· Previous customer service and data entry experience preferred· Advanced MS Excel training· PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook· Strong written and oral communication skills· Sound problem solving skills· Accounting or health insurance experience a plusPay Range28.00 - 29.00 HourlyThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.Recruiting Vendor Disclosure StatementBrown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (\"Recruiting Vendors\"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.The Power To Be YourselfAs an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.