Coordinator, Client Service

001 Brown & Brown, Inc; Arizona; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Job summary

Brown & Brown seeks a Coordinator to act as a Medicare Secondary Payer Compliance liaison among insurers, third-party administrators, attorneys, and internal departments. You will manage an active caseload containing confidential information and communicate with customers to ensure timely service delivery.

The role requires collaboration across teams and a willingness to cross-train for backup support. A High School diploma is required; Outlook/Word/Excel and strong telephone etiquette are

Qualifications

• High School Diploma or equivalent required.
• Proficiency with Outlook, Word, Excel, and PDF software.
• Excellent telephone etiquette and professional communication.

Responsibilities

• Manage an active caseload and process services.
• Correspond with customers using approved templates and instructions.
• Gather information and documentation to fulfill requests.
• Educate customers on available services and Medicare Secondary Payer compliance.
• Enter data accurately into the case management system.
• Prepare documents and templates using multiple software programs.
• Respond to calls and emails with clear, professional communication.
• Collaborate with all teams to meet internal and client service standards.

Skills

Outlook

Word

Excel

PDF software

Telephone etiquette

Education

High School diploma or equivalent

Bachelor's degree (preferred)

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. Summary A Coordinator serves as a Medicare Secondary Payer Compliance liaison between insurers, third-party administrators, attorneys, and various departments within the company. The role involves managing and maintaining an active caseload containing confidential information. The Coordinator is responsible for both written and verbal communication with teammates and customers to ensure the completion of requested services. The ability to collaborate with all teams to meet internal and client-specific service expectations is essential. Additionally, this role requires a willingness to cross-train with teammates in similar roles to provide backup support when needed.

Essential Duties and Functions

• Manage an active caseload, processing various services through product delivery.
• Correspond with customers in writing using correct templates and customer instructions.
• Obtain necessary information and documentation to complete requested services.
• Educate customers on available services and Medicare Secondary Payer Compliance.
• Accurately review and enter data into the case management system according to requested services.
• Prepare documents, templates, and other correspondence as needed using multiple software programs.
• Review medical records to obtain rated ages.
• Responsible for electronic file organization.
• Receive and respond to telephone calls and emails, addressing customers’ questions and concerns.
• Collaborate with all teams to meet customer needs and internal service standards.
• Work diligently to earn and maintain customer trust.
• Escalate customer concerns to the Team Leader for review and resolution.
• Review assigned exception reports.
• Prepare a daily Work Condition Report.
• Foster team cohesion by consistently demonstrating diplomatic, professional, and effective written and verbal communication.
• Strictly adhere to company confidentiality policies and procedures, safeguarding sensitive information at all times.
• Any other duties as may be assigned.

Qualifications/ Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required Qualifications

• Minimum High School Diploma or equivalent
• Basic working knowledge of Outlook, Word, Excel, and PDF software
• Exceptional telephone etiquette

Preferred Qualifications

• Bachelor's degree from an accredited university or college
• 1-3 years of experience in Workers' Compensation
• Experience in managing a caseload

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.

Recruiting Vendor Disclosure Statement

Brown & 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 Yourself

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 & 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) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our 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.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

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