Hybrid Client Experience Lead — Mentorship & Impact

Brown & Brown, Inc.; Dallas (TX); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Health benefits

401k / Retirement plan

Tuition reimbursement

Student loan assistance

Mental health resources

Paid time off and holidays

Job summary

Brown & Brown, Inc. (old) is seeking a detail-oriented teammate to support student data, enrollment and waivers. You will collaborate with universities, handle inquiries, process payments, and maintain accurate records while upholding confidentiality.

The role requires strong Excel and Office proficiency, solid communication, and a service-minded approach in a hybrid environment with 3 days in the Grapevine, TX office. Prior insurance experience is a plus.

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 service tasks are accurately assigned and completed in a timely manner.
• Mentor and train team on service-level tasks and activities, as needed.
• Assist internal teams and universities with student data, status changes and enrollment questions.
• Answer waivers, eligibility and enrollment questions and support emails.
• Monitor and complete group service ticket queue.
• Process daily deposits and reconcile payments from universities.
• Assist carriers and TPAs with questions on dates and coverage periods.
• Maintain confidentiality and comply with HIPAA and corporate policies.

Skills

Customer service

Data entry

Advanced MS Excel

Communication skills

Problem solving

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Brown & Brown, Inc. (old) is seeking a detail-oriented teammate to support student data, enrollment and waivers. You will collaborate with universities, handle inquiries, process payments, and maintain accurate records while upholding confidentiality.

The role requires strong Excel and Office proficiency, solid communication, and a service-minded approach in a hybrid environment with 3 days in the Grapevine, TX office. Prior insurance experience is a plus.