Coordinator, Client Service

Brown & Brown; Arizona; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown is seeking a Coordinator to serve as a Medicare Secondary Payer Compliance liaison between insurers, administrators, attorneys, and internal teams. You will manage an active caseload containing confidential information and communicate with customers to ensure requested services are completed.

The role requires collaboration across teams, willingness to cross-train with teammates, adherence to confidentiality, and the ability to use multiple software programs to prepare documents

Qualifications

• Minimum high school diploma or equivalent.
• Basic working knowledge of Outlook, Word, Excel and PDF software.
• Exceptional telephone etiquette.
• Preferred: Bachelor's degree and 1-3 years of Workers' Compensation experience.

Responsibilities

• Manage an active caseload, processing services through product delivery.
• Correspond with customers in writing using templates and instructions.
• Obtain necessary information and documentation to complete requested services.
• Educate customers on available services and Medicare Secondary Payer Compliance.
• Enter data accurately into the case management system as requested.
• Prepare documents, templates, and other correspondence using multiple software programs.
• Review medical records to obtain rated ages.
• Maintain electronic file organization.
• Receive and respond to phone calls and emails addressing customer questions.
• Collaborate with all teams to meet customer needs and internal service standards.
• Escalate customer concerns to the Team Leader for review and resolution.
• Review assigned exception reports and prepare a daily Work Condition Report.
• Demonstrate diplomatic, professional written and verbal communication; safeguard confidential information.

Skills

Exceptional telephone etiquette

Written and verbal communication

Caseload management

Education

High School Diploma or equivalent

Bachelor's degree

Tools

Outlook

Word

Excel

PDF software

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

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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 & Belonging (DIB) motto, “The Power to Be Yourself”.