Member Account Specialist

Brown & Brown; Arizona; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

Vision, Life Insurance, Disability

ESPP; 401k; Student Loan Assistance;Tu

Tuition Reimbursement

Free Mental Health & Enhanced Advocacy

Paid Time Off, Holidays, Discounts

Job summary

Bridge Pointe is seeking a Member Account Specialist to join our team in Arizona. You will support day-to-day administration of Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds, ensuring accuracy and regulatory compliance while delivering exceptional member service.

In this role you will review bills, manage fund flows, assist with invoicing, and maintain clear communications with members, medical providers, and regulatory agencies to keep accounts compliant and well-documented.

Qualifications

• High school diploma or equivalent.
• 3–5 years of relevant experience in workers’ compensation, healthcare, medical billing, claims administration, or related field.
• Strong customer service and professional communication skills, including experience assisting customers by phone and email.
• Working knowledge of human anatomy and medical terminology.
• Proficiency with Microsoft Office Suite.
• Strong attention to detail and ability to work accurately with confidential and sensitive information.

Responsibilities

• Administer MSA and MCA custodial accounts in accordance with account requirements and contractual terms.
• Review and process medical bills and other eligible expenses for payment from custodial accounts.
• Review incoming custodial funds for accuracy and contractual compliance and ensure funds are directed to the appropriate accounts.
• Support fee invoicing and the appropriate processing of payments received.
• Review new referrals and ensure account and service information is entered accurately and completely.
• Evaluate and authorize pharmacy requests based on applicable account and contractual requirements.

Skills

Customer service

Communication

Medical terminology

Attention to detail

Confidential information handling

Education

High school diploma

Bachelor’s degree (preferred)

Tools

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.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Pointe is looking for a Member Account Specialist to join our growing team.

For nearly 20 years, Bridge Pointe has helped injured individuals navigate the complexities that follow a workers’ compensation or liability settlement. Through personalized service and specialized expertise, our team helps members manage their settlement funds, stay compliant with complex requirements, and make the most of the resources available to them.

What You’ll Do

As a Member Account Specialist, you will support the day-to-day administration of Medicare Set-Aside (MSA) and Medical Custodial Account (MCA) funds. This role combines account administration, regulatory compliance, and customer service to help ensure member funds are managed accurately and in accordance with applicable requirements.

Key Responsibilities Include

• Administer MSA and MCA custodial accounts in accordance with account requirements and contractual terms.
• Review and process medical bills and other eligible expenses for payment from custodial accounts.
• Review incoming custodial funds for accuracy and contractual compliance and ensure funds are directed to the appropriate accounts.
• Support fee invoicing and the appropriate processing of payments received.
• Review new referrals and ensure account and service information is entered accurately and completely.
• Evaluate and authorize pharmacy requests based on applicable account and contractual requirements.
• Monitor accounts for low balances, temporary depletion, reserve transfers, and other funding needs.
• Prepare and maintain correspondence with members, beneficiaries, medical providers, and governmental agencies.
• Respond to communications related to professionally administered accounts, including inquiries from the Centers for Medicare & Medicaid Services (CMS).
• Ensure required documentation is received and processed when accounts are closed or terminated, including the appropriate handling of remaining funds.
• Maintain compliance with applicable governmental regulations, reporting requirements, and company procedures.
• Provide responsive, professional customer service to members and medical providers by phone and email.
• Protect confidential and sensitive information in accordance with company policies and procedures.
• Collaborate effectively with team members and communicate professionally with internal and external partners.
• Perform other duties as assigned.

Required Qualifications

• Schedule Hours 8 AM - 5 PM Pacific
• High school diploma or equivalent.
• 3–5 years of relevant experience in workers’ compensation, healthcare, medical billing, claims administration, or a related field.
• Strong customer service and professional communication skills, including experience assisting customers by phone and email.
• Working knowledge of human anatomy and medical terminology.
• Proficiency with Microsoft Office Suite.
• Strong attention to detail and ability to work accurately with confidential and sensitive information.

Preferred Qualifications

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• Workers’ compensation adjuster license.

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.

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”.