Client Services Specialist

Brown & Brown, Inc.; Florida; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Partner discounts

Job summary

Brown & Brown, Inc. in Florida is seeking a Client Services Specialist to provide responsive, solution-oriented support for daily service needs, including claims and billing for client employees and members.

You will act as a trusted advocate, helping navigate benefit issues while delivering excellent client experiences, reporting to the Manager, Client Services. The role requires knowledge of employee benefits and strong communication, with a focus on accuracy, confidentiality, and service

Qualifications

• Minimum of two years of professional experience in customer services, sales, HR, insurance, or related field is required.
• Florida Life, Health & Variable Annuities 2-15 license or ability to obtain within 90 days.

Responsibilities

• Establish and maintain excellent working relationships with clients and insurance partners.
• Resolve escalated and complex issues related to billing, member eligibility, and benefit inquiries.
• Provide ongoing support and guidance to clients and their employees on benefits matters.
• Assist with annual Employee Benefit Highlight booklets and update content with internal teams.
• Enter employee eligibility into insurance partner systems and assist with enrollment spreadsheets.
• Coordinate with vendors for benefits fairs and perform data entry for audits.
• Represent the organization at client onsite benefit and wellness events.

Skills

Employee benefits

Billing

Claims processing

Customer service

Data entry

CRM systems

Microsoft Office

Education

Florida Life/Health license 2-15

Tools

CRM systems

Microsoft Office Suite

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. Brown & Brown is seeking a Client Services Specialist to join our growing team.

The Client Services Specialist (CSS) is responsible for providing responsive, solution-oriented assistance for daily service needs, including claims and billing support for client employees and members. Acting as a trusted advocate, the CSS helps navigate benefit-related issues while delivering exceptional client experience and reports directly to the Manager, Client Services. Success in this role requires being well-versed in employee benefits, including medical, dental, vision, life and disability coverage, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) and Health Reimbursement Account (HRA) benefits.

How You Will Contribute

• Establish and maintain excellent working relationships with clients and insurance partners.
• Resolve clients’ escalated and complex issues relative to billing and member eligibility, claims resolution, benefit verification, medical authorizations, and general benefit inquiries.
• Provide ongoing support and guidance to clients and their employees on benefit(s) matters throughout the year.
• Assist with the execution of Employee Benefit Highlight (EBH) booklets for all clients on an annual basis.
• Update booklet content and work with in-house graphics and client service teams to ensure timely production and delivery of booklets.
• Enter employee eligibility into insurance partner systems on behalf of clients.
• Assist with completing open enrollment eligibility spreadsheets as needed.
• Complete special projects as assigned, including coordinating with vendors for benefit fairs and performing data entry for claims audits.
• Represent the organization at client-onsite benefit and wellness fairs.
• Documents all CRM system issues to support use and tracking.

Skills & Experience to be Successful

• Employee benefits fundamentals: including eligibility, billing, claims processing, appeals, authorizations and benefit verification.
• Basic knowledge of various medical, dental, vision, retirement, life and disability coverage, Flexible Spending Accounts (FSA), Health Savings Accounts (HSA) and Health Reimbursement Account (HRA) benefits.
• Including the Affordable Care Act, COBRA and other Federal and State regulations that relate to the administration of employee benefits plans.
• Client relationship management: Strong interpersonal and communication skills to build trust and maintain positive working relationships with clients and insurance partners.
• Ability to provide customer service by phone.
• Issue resolution and problem-solving: Ability to analyze and resolve complex, escalated benefit-related issues efficiently and accurately.
• Written communication and content editing: Skill in updating benefits materials (e.g., EBH booklets) and coordinating with internal teams to ensure accuracy and clarity.
• Attention to detail: High level of precision when entering eligibility data, completing spreadsheets, and performing audit-related data entry.
• Time management and organization: Ability to manage multiple tasks, deadlines, and special projects simultaneously.
• Cross-functional collaboration: Effectively works with internal graphics, account management, and external vendor partners.
• Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel) and social business platforms.
• Ability to handle sensitive information with discretion and confidentiality.

Education, Training & Experience Needed

• Minimum of two years of professional experience in customer services, sales, HR, insurance, or related field is required.
• Additional experience may substitute for the required education on a year-for-year basis.
• Valid Florida Life, Health & Variable Annuities 2-15 license or the ability to obtain one within first 90 days of employment is required.

Teammate Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond 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.

As 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". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) has grown into one of the world’s largest insurance brokerages while staying true to its foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, the high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees and leaders - not managers. Everything we do is about the greater "WE" - never "me". While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.