Client Experience Leader — Enrollment & Service Excellence

Brown & Brown; Dallas (TX); Hybrid; USD 32,000 - 46,000; Full time

Benefits offered by this job

Health Benefits

401k plan

Tuition Reimbursement

Paid Time Off

Employee Discounts

Job summary

Brown & Brown in Grapevine, TX is seeking a detail-oriented professional to support data entry, enrollment processing, and customer service tasks in a hybrid office setting. You will handle HIPAA-compliant data and coordinate with schools and carriers to ensure accuracy and timely processing.

Requirements include a Bachelor's degree preferred, advanced Excel, MS Office proficiency, and strong communication and problem-solving skills.

Qualifications

• 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 plus

Responsibilities

• 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.

Skills

Strong written and verbal comm.

Advanced MS Excel

Problem solving

Data entry

Education

Bachelor's degree preferred

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Brown & Brown in Grapevine, TX is seeking a detail-oriented professional to support data entry, enrollment processing, and customer service tasks in a hybrid office setting. You will handle HIPAA-compliant data and coordinate with schools and carriers to ensure accuracy and timely processing.

Requirements include a Bachelor's degree preferred, advanced Excel, MS Office proficiency, and strong communication and problem-solving skills.